Re: How to invest 300k for a 40 year old who needs to live off of it.

Home › Groups › misc.invest.financial-plan › Re: How to invest 300k for a 40 year old who needs to live off of it.

Number of messages in the thread: 2

1. Date: 2007-01-05 00:21:11
Subject: Re: How to invest 300k for a 40 year old who needs to live off of it.
From: "rick++" <r...@h...com> Search message by this author

ANother thing to factor is how many years until your
mom gets social security. That might generate half
of the income she may need, allowing you to invest the
settlement more aggressively or help take counteract
inflation.

Show messages with headings

2. Date: 2007-01-05 15:08:21
Subject: Re: How to invest 300k for a 40 year old who needs to live off of it.
From: "kastnna" <k...@a...org> Search message by this author

rick++ wrote:
> ANother thing to factor is how many years until your
> mom gets social security. That might generate half
> of the income she may need, allowing you to invest the
> settlement more aggressively or help take counteract
> inflation.

Rick,

Doesn't that assume she works until she dies? If she retires her earned
income will go to zero. SSI (if it even exists in 25 years) would only
provide a percentage of her original earned income. So, to maintain
$50K in total income she would need even more support from her unearned
income than before retirement.

____

"As much effort as we put into investing, is it fair to call it
unearned income?"