# Retirement Planning and Trust Issues -- Advice Needed

**URL:** <https://boards.straightdope.com/t/retirement-planning-and-trust-issues-advice-needed/442545>\
**Category:** In My Humble Opinion\
**Created:** [March 24, 2008, 4:32pm UTC](https://boards.straightdope.com/t/retirement-planning-and-trust-issues-advice-needed/442545 "2008-03-24T16:32:36Z")\
**Posts on this page:** 1\
**Page:** 2

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**Author:** ![Voyager](https://sea3.discourse-cdn.com/straightdope/user_avatar/boards.straightdope.com/voyager/32/133_2.png) [@Voyager](https://boards.straightdope.com/u/Voyager)\
**Post date:** [March 26, 2008, 5:20am UTC](https://boards.straightdope.com/t/retirement-planning-and-trust-issues-advice-needed/442545/21 "2008-03-26T05:20:32Z")

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[QUOTE=Trunk]  
Sounds like you were talking about a REIT, maybe.  
[/QUOTE]

We thought about that, and rejected it, thank Og.

The one we got is the Eaton Vance Tax Div Fund (EVT). We bought it in 2/03, and since then it has gone up about 40% and is paying 6.57%, as of the end of last year, which is the statement I grabbed. We were lucky about the appreciation - it’s not meant to zoom up. We have another one, a Franklin, that is paying 5.5% and has gone down about 2% in the year we had it. I assume all this stuff is lower now.

And now that I think of it, we dumped the apartment stock the last time we rebalanced. As I get older, I less and less want individual stock.

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