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rev | Admin | (Created page with "My spouse and I are each 62 and hope to retire in 3 years. After retirement we will receive $5,000 per month after taxes from our employers pension plans and $1000 per month after taxes from Social Security. Unfortunately our monthly living expenses are $15,000. Our social obligations preclude further economies. We have $1,200,000 invested in a high-grade corporate-bond mutual fund. Unfortunately the after-tax return on the fund has dropped to 3.5% per year. We plan to m...") | Dec 4'23 at 18:56 | +1,029 |