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Re: Portfolio Simplification - not sure where to start

My apologies for raising this thread from the dead, but I figured the portfolio info would be relevant to my question. I've completed the move of everything out of Ameriprise and into Vanguard. Now, I'm wrestling with my next move. One of the suggestions was to move my entire 401K into bonds, and a ...
by Standup
Sat Aug 03, 2013 8:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

Re: Portfolio Simplification - not sure where to start

Ok, I have turned off all dividend reinvestment in taxable accounts. For getting simplified, and with nearly all of our current funds/stocks having gains, what sort of timeline are we looking at to complete this transition? Does it all depend on what size tax hit we want to take? Are there areas we ...
by Standup
Sun Mar 24, 2013 9:38 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

Re: Use tax-loss carryforwards now.

You said that you have been doing tax-loss harvesting. I'll, therefore, assume that you have tax-loss carryforwards that can be used immediately to offset capital gains when you sell your individual stocks (which I strongly feel that you should). Do this now before capital-gains may become larger i...
by Standup
Thu Mar 21, 2013 9:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

Re: Portfolio Simplification - not sure where to start

Her 401k -- 18.95% <-- Where is this held? List all her 401k options with expense ratios under 0.50% (names, ticker symbols, expense ratios) although it looks like she has some good choices. It is held at Hewitt. The funds are all managed by Blackrock, but in looking at the information, there are n...
by Standup
Thu Mar 21, 2013 9:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

Re: Portfolio Simplification - not sure where to start

Another couple of questions I have:

1) should we be doing anything with ibonds?
2) should we be doing the back door Roth too?
by Standup
Thu Mar 21, 2013 11:55 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

Re: Portfolio Simplification - not sure where to start

Thank you all for the info. Here are some answers and I will most more as I gather the info. Standup , this is what you have: Taxable -- 15.63% 15.63% cash <-- Is this for retirement purposes or something else? This amount can be invested and has grown as I have not been sure where to focus our inve...
by Standup
Thu Mar 21, 2013 10:13 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

Portfolio Simplification - not sure where to start

Hello all! I've been a long time reader, and with all of your knowledge (thank you!) I started accounts with Vanguard some time ago. In doing so, I've left some accounts behind at Ameriprise that I have been meaning to move over for a couple of years. Well, I made it a point for 2013 to be the year ...
by Standup
Wed Mar 20, 2013 8:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Simplification - not sure where to start
Replies: 16
Views: 1847

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