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Retirement Planning – Dividend Index Funds

Q: My husband and I both turn 71 this month and we have started withdrawing IRA funds. We have almost $400,000 at Vanguard Plus and about $150,000 in bank CD’s. Where do you suggest we put the Vanguard money?  I was thinking maybe a Dividend index fund.

 

A:  It is impossible for us to give specific fund advice without knowing your situation better.  The Vanguard Dividend Appreciation Index is a good index for clients who are looking to buy dividend paying stocks that increase their dividends over time.  Perhaps you can take a look at it and see if it complements your portfolio.  We offer a free one hour consultation, so if you ever want to set up a time to meet with one of our advisors just let us know.  After reviewing your situation we can offer a bit more support.


 

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