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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The responses provided in this forum are meant to address specific questions posed by investors about their municipal bonds and to provide market insight for our general audience. Please note, your investments, objectives, results and experience may differ significantly. Our answers and any potential strategies discussed should not be construed as a solicitation to buy nor sell any security or investment product. All investing entails risk.