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Personal Investments • Portfolio Analysis Request

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... Those are the only six funds available through my employers plan and currently the only bond funds I have access to until I bring my Roth IRA back to Vanguard from Ameriprise.
Consider using a near dated target retirement fund for bonds, since the 2020 or 2015 fund is probably mostly bonds anyway.

The MERS plan has a BlackRock LifePath retirement fund, or the NCIT funds mentioned above might be good candidates with bond index exposure at a lower expense ratio.

Regards,

Statistics: Posted by retired@50 — Fri Aug 29, 2025 9:36 am — Replies 19 — Views 2357



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