Municipal Bond Forum
Age 66 and retiring soon
Q
In your article, “Report: Muni Investors Had a Lousy Spring,” I really like your attitude and your strategy. What advice do you have for a guy whose money is tied up in a large 401(k)? I’m 66 and retiring soon.
A
James A. Klotz responds:
Our approach is the same for all fixed-income investments by individuals.
Think quality first and then maximize income for the tax-deferred compounding interest your 401(k) provides.
Start here.
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