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Re: Portfolio Review

Hey Bob's_not_my_name, yes, I could be making up to about $50k in contributions to the SEP-IRA per year, but I only contribute the amount that is deductible from my federal income taxes. This way, I'm not paying tax on the money twice. The Taxable account has about 70% of the portfolio, and the SEP-...
by MartyMcFly
Thu May 09, 2013 4:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 11
Views: 1109

Re: Portfolio Review

Hi Dave, Thanks for the book recommendation. I admit that I do have some reading to do, I'll put that one high on the list. Regarding your recommendations, you seem to imply that over the long term, the large cap outperform the mid cap, which outperform the small cap. However, when I graph those thr...
by MartyMcFly
Mon May 06, 2013 3:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 11
Views: 1109

Re: Portfolio Review

Hi Gr2bOutdoors, thanks for the reply. Do you (or anyone?) have any input on the questions I have?
by MartyMcFly
Sun May 05, 2013 3:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 11
Views: 1109

Portfolio Review

Hi, I am new to this board. Hope to be a regular member! Emergency funds: Yes, we have a minimum of 6 months expenses in a savings account. Debt: $380k mortgage at 2.55% APR. 15 years remaining. No other debt. Tax Filing Status: Married Filing Jointly, 1 child. Tax Rate: 28% Federal, 5.75% State Sta...
by MartyMcFly
Thu May 02, 2013 4:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 11
Views: 1109

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