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Re: 30s, Single - Please share your 401k/AA recommendations

ruralavalon wrote:...I hope that this helps.


Ruralavalon you are a rock star! Thank you. I have a lot of reading/research to do... I'll be back :mrgreen:
by DreamStrong
Wed May 15, 2013 9:27 am
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

I step away for a weekend and surprise surprise... good things come to those who wait!!! gtaylor Yes, I'm above the MAGI threshold. That's why I don't have any Roth IRAs :( Not that I'm complaining :) Putting all $300K (minus the small company stock portion) into TF 2045 just doesn't seem right. May...
by DreamStrong
Mon May 13, 2013 2:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

I'm a bit confused about the old 401k, its size and what it consists of. Old 401 (total in 401k $360k) Roth $20k trad $80k company stock $260k Current 401k @ Vanguard ($200k) IRA @ Vanguard ($30k) Total of all accounts = $590k. Your numbers are correct except for the company stock. You are combinin...
by DreamStrong
Fri May 10, 2013 4:40 pm
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

Ruralavalon, I answered your questions above
by DreamStrong
Fri May 10, 2013 3:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

I second the motion to consolidate it all into LifeStrategy, either the 60/40 or 80/20 one as you prefer. It's one fund, but it is a fund of funds, with a very appropriate mix of stocks and bonds, both US and international. Set it and forget it. Hmm, makes me wonder why doesn't everyone just have a...
by DreamStrong
Fri May 10, 2013 3:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

Here's what Vanguard says about my current allocations: Market capitalization Includes only your U.S. stock and stock mutual fund holdings, which are 75.2% of All Portfolios. Size Your Stock Portfolio U.S. Stock Market Difference From Market Large cap 40.6% 65.0% –24.4 Mid cap 33.5% 28.0% 5.5 Small ...
by DreamStrong
Fri May 10, 2013 10:35 am
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

Welcome to the forum :) . I see no need to move your old 401k anywhere, unless there is some requirement in the 401k plan that you move it. Ruralavalon, thank you for your insight. I'm happy to be here learning! To clarify, I need to move it for a couple of reasons 1) it doesn't have very good opti...
by DreamStrong
Fri May 10, 2013 9:52 am
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

Re: 30s, Single - Please share your 401k/AA recommendations

Dont let the advisors confuse you. That is their game. Keep it simple. Everything is going just fine, so pick an asset allocation and rebalance. I haven't been confused by advisors. I read about the backdoor IRA here. "Pick an asset allocation..." that's why made this post, to get guidanc...
by DreamStrong
Fri May 10, 2013 5:01 am
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

30s, Single - Please share your 401k/AA recommendations

**Edited: answers to new questions added to end of this post** Hi all and thanks in advance for any/all assistance provided. I'm new to Bogleheads and still somewhat intimidated by investing but I am getting better (Vanguard was on-site last week and I went to EVERY session and stayed late to ask 1 ...
by DreamStrong
Fri May 10, 2013 12:33 am
 
Forum: Investing - Help with Personal Investments
Topic: 30s, Single - Please share your 401k/AA recommendations
Replies: 18
Views: 2997

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