A 49-year-old physician with a substantial $4.9 million investment portfolio is preparing for retirement within the next 5-8 years. Despite his impressive savings and annual contributions of $200k-$300k, he seeks guidance on his portfolio’s allocation strategy. The physician's investments include a combination of 401k, brokerage, and other tax-advantaged accounts, with a notable concentration in bonds. Experts suggest he may benefit from reallocating funds from lower-performing investments to higher-growth options, specifically the S&P 500, as he approaches retirement in a high cost of living area.
The physician has a $4.9 million portfolio and contributes $200k-$300k annually, aiming to retire in 5-8 years while seeking investment advice on portfolio allocation.
An assessment of the physician's portfolio reveals conservative allocations, suggesting a shift towards more aggressive investments for better returns as retirement nears.
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