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Sorry if the question was a little vague, it sounded better in my head. However, your advice on maxing Roth IRA should answer my question. So far I've: 1. Transferred all of the 403(b)'s Spartan Global ex-US Index Advantage holdings to Spartan Total Market Index Advantage 2. Transferred all of Strat...

I've got another question that I've listed under "Update 1." Thanks!

Thank you for the insight. =]

Hi again, been a while. My taxable, 403(b) and Roth IRA are with Fidelity for the sake of ease and I've been waiting until reaching the Spartan fund minimums which would have taken a few more months. Now that they have lowered their minimums for the Spartans (Investor - $2,500, Advantage - $10,000),...

Just swapped to All-State from GEICO because the All-State premium is $50/mo cheaper than the current GEICO policy (turned 25). However, two days after swapping and already paying for the first month, GEICO gave me an e-mailed policy which is $6/mo cheaper than the All-State. If only GEICO gave me t...

Updated information and a couple more questions for you guys. Thanks

Hi Jim,

I'm in the Salem/Derry area but would be all for joining a NH chapter. Would you have any recommendations for getting the ball rolling?

Anyone else in NH still kicking around the forum from 2009?

Thank you for all the help, guys. :sharebeer Today I sold off my holdings in the Roth, but keeping the NLY mREIT, in order to purchase either Vanguard's BND or iShares' AGG bond ETFs tomorrow. Also, I sold off a bit of holdings in my 403(b) and transferred some to the Spartan Total Stock Market and ...

@YDNAL Ooo, that's a flashy car and I agree. Hopefully in a few years I can find a nice 2009-2012 WRx on the cheap to at least act as a numbing agent to that itch! Reading up on the Three Fund Portfolio, would you recommend altering the allocations at all? I feel that I'd be more in line for a 15-20...

Hi Jay,

If you recommend going with the Vanguard ETFs over iShares ETFs, which for Fidelity users do not have transaction fees, would you recommend just moving the Roth IRA over to Vanguard?

Update: According to the prospectus for the Spartan 500 Index (FUSEX), there is a $10 annual fee for holdings under $10,000.

Thank you for the responses, much more helpful and quick than Reddit. @Paul With my 403(b) plan, the minimums are typically waived as long as at least $200 are contributed each month until reaching the minimum. I saw this was also written in the prospectus for most of the funds I own, but I did not ...

Hi bogleheads, Age: 24 EF: 5 months Tax Bracket: 15% Debt: Car - $13,400 @ 3.9% <- will only make the monthly payments, then additional payments would be coming from allocated dollars for EF completion Desired Asset Allocation: 80% Stock (70% TSM, 30% International) 20% Bond Taxable Account: $9,400 ...