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Re: Fidelity Investing Given New Minimums

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...
by ImprezaRacer13
Fri Dec 21, 2012 12:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Fidelity Investing Given New Minimums
Replies: 6
Views: 1166

Re: Fidelity Investing Given New Minimums

I've got another question that I've listed under "Update 1." Thanks!
by ImprezaRacer13
Thu Dec 20, 2012 2:29 pm
 
Forum: Investing - Help with Personal Investments
Topic: Fidelity Investing Given New Minimums
Replies: 6
Views: 1166

Re: Fidelity Investing Given New Minimums

Thank you for the insight. =]
by ImprezaRacer13
Wed Dec 19, 2012 3:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Fidelity Investing Given New Minimums
Replies: 6
Views: 1166

Fidelity Investing Given New Minimums

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),...
by ImprezaRacer13
Wed Dec 19, 2012 2:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Fidelity Investing Given New Minimums
Replies: 6
Views: 1166

Re: Who Do You Use for Home/Auto Insurance?

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...
by ImprezaRacer13
Thu May 17, 2012 3:39 pm
 
Forum: Personal Finance (Not Investing)
Topic: Who Do You Use for Home/Auto Insurance?
Replies: 45
Views: 3840

Re: 24yo could use some guidance

Updated information and a couple more questions for you guys. Thanks :)
by ImprezaRacer13
Wed Apr 04, 2012 1:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

Re: Any Local Chapters in NH?

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?
by ImprezaRacer13
Mon Apr 02, 2012 7:37 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Any Local Chapters in NH?
Replies: 8
Views: 3579

Re: 24yo could use some guidance

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 ...
by ImprezaRacer13
Mon Apr 02, 2012 7:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

Re: 24yo could use some guidance

@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...
by ImprezaRacer13
Fri Mar 30, 2012 3:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

Re: 24yo could use some guidance

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?
by ImprezaRacer13
Fri Mar 30, 2012 12:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

Re: 24yo could use some guidance

Update: According to the prospectus for the Spartan 500 Index (FUSEX), there is a $10 annual fee for holdings under $10,000.
by ImprezaRacer13
Fri Mar 30, 2012 11:56 am
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

Re: 24yo could use some guidance

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 ...
by ImprezaRacer13
Thu Mar 29, 2012 8:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

24yo could use some guidance

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 ...
by ImprezaRacer13
Thu Mar 29, 2012 10:36 am
 
Forum: Investing - Help with Personal Investments
Topic: 24yo could use some guidance
Replies: 14
Views: 1747

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