Quote:
Originally Posted by V
Yikes, if my financial guy can't make 5.1% per year for five years, he's soooo fired. That's just brutal.
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I was told that a moderately aggressive portfolio (which was recommended for a 5 year window) makes about 6-7%... which is obviously better than 5.1%, but the latter is essentially guaranteed and tax free (important now that I'm in a high tax bracket - yay!).
P.S. Thanks to everyone for their input