Jennifer is a retiree that opened a new account with you and transferred assets from another broker. She is 74 years old and her monthly living expenses are exceeding her social security income. Her current holdings include Mutual Funds that have dividends and capital gains reinvested. Which of the following may be a suitable recommendation?

To increase the holdings of smaller cap stocks

To have the dividends and capital gains paid in cash rather than reinvested

To liquidate the entire portfolio to start fresh with muni bonds

To sell out of her Class B share bond mutual funds and buy ETFs

The divs and cap gains from her mutual funds may help her with some income. It is the best answer of the selections with the given information

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