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Personal Finance Topics / Retirement Investing
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Author: InParadise   😊 😞
Number: of 1171 
Subject: Re: Portfolio for a 90 year old
Date: 10/13/25 8:18 AM
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The equity portion (85%) is for my heirs....and for me if I'm still alive in 10 years.

And since much of it is in a TIRA, perhaps consider Roth Conversions to make it less painful for an heir to inherit, unless of course it's going to a charity that won't get taxed.

IP
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