Q. I have $500,000 in retirement accounts, basically each 25 percent in international, large U.S. stocks, small U.S. stocks and long-term bonds, all through index funds. I hope to retire in two years. How can I decide if I’ll have enough, and how I should be invested
Q. As a sole proprietor, it is my understanding that the “advisory fees” of my managed portfolio are deductible expenses on my year-end tax return as bank fees. This makes these high fees of an advised account much more palatable to me, though I wonder about indexing in retirement, which I am about five to 10 years away from.