{ "media_type": "text", "post_content": "Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?", "post_id": "59d4359ca3f4032f6f868af5", "reply_count": 6, "vote_count": 3, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }
null

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

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How about a limited term fund or a taxable muni fund? Strategic income fund. Callable CD with an estate put. Money under the mattress and pull a little out each month.

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Check out SSSGX. No in or out cost and pays 75 bps trail. 50k minimum and low volatility.

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I typically use lord abbett short duration but not sure an 80 year old would like the fluctuation it has.

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Unless she is willing to accept some risk, she might not be a client.Not everyone is meant to invest. Horrible time for income investors right now (that don't want equity income).

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Uit

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American Funds Preservation Portfolio

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