Navigating the Dilemma: Stay Aggressive or Rebalance 401(k) with RMDs on Horizon

Friday, 28 June 2024, 11:00
In the wake of a 30% loss on a 401(k) prior to RMD eligibility, the choice between an aggressive investment stance and rebalancing strategies looms large. A retiree's journey with a 90/10 stock-to-bond allocation reveals the complexities of regaining losses, with a partial recovery but impending RMD concerns. Balancing risk and reward becomes paramount to secure retirement funds effectively.
Yahoo Finance
Navigating the Dilemma: Stay Aggressive or Rebalance 401(k) with RMDs on Horizon

Retirement Dilemma and Investment Strategy

Striking a balance between aggressive investments and rebalancing tactics

Recent Performance and Recovery

Lost 30% - Partially recovered 20%

Future Considerations

  • RMDs deadline approaching
  • Need for strategic decision-making

Decision-making for Retirement Security

Weighting the options to safeguard future financial stability

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