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Re: Rebalancing TSP question

Thanks for the quick replies. I was thinking that moving the funds all at once was ok, but it is nice to get some feedback so that I can be confident that I am not missing something big. Based on MnD's comments it would appear that the 2040 L Fund is a good choice for me. I like the idea of the auto...
by LusciousChunks
Tue Feb 05, 2013 8:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing TSP question
Replies: 4
Views: 466

Rebalancing TSP question

I have been contributing to my TSP account since I started my job six and a half years ago (5% contribution + 5% employer match). My allocation has been 40% C Fund, 35% S Fund, and 25% I Fund (i.e. 100% stocks). My logic at the time was that I needed to be aggressive and that I would start rebalanci...
by LusciousChunks
Mon Feb 04, 2013 8:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rebalancing TSP question
Replies: 4
Views: 466

Re: 529 - Taxes vs Expense Ratio

kenyan, Thanks for the quick reply. I did see that on the MD 529 website. In order to make that strategy worthwhile, wouldn't I have to rollover funds contributed to my MD 529 each year into a different state's (NY) plan? This would require a bit more effort on my part each year. The tax break amoun...
by LusciousChunks
Mon Jan 28, 2013 5:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: 529 - Taxes vs Expense Ratio
Replies: 6
Views: 876

529 - Taxes vs Expense Ratio

Hi, I'm new to the forum and this is my first post. I am ready to open a 529 Plan for my one-year-old daughter, and I am considering the Maryland 529 Plan and the NY 529 Plan. The MD 529 is managed by T. Rowe Price and the NY Plan is managed by Vanguard. Everything else being equal, the major consid...
by LusciousChunks
Mon Jan 28, 2013 3:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: 529 - Taxes vs Expense Ratio
Replies: 6
Views: 876

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