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Re: First 401k & Portfolio Review

Thank you both for your replies. It's taken me this long to formulate an intelligent reply of my own. I think you are both right and the $75 fee does not apply since it is being bought through the 401k. The Spartan funds look like good alternatives, rather than paying the commission for Vanguard ETF...
by Utkap
Wed Aug 28, 2013 4:17 pm
 
Forum: Investing - Help with Personal Investments
Topic: First 401k & Portfolio Review
Replies: 12
Views: 1195

Re: First 401k & Portfolio Review

Hi, I have access to the Brokerage Link information now. I updated my original post. There are no annual fees for the Brokerage Link account, and I can buy Fidelity funds with no transaction fee. ETFs are $7.95 per trade. I would like to get a total bond fund or intermediate bond fund into the 401k ...
by Utkap
Wed Aug 21, 2013 5:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: First 401k & Portfolio Review
Replies: 12
Views: 1195

Re: First 401k & Portfolio Review

Thank you. The general opinion seems to be for the traditional 401k, so that is where I will start. A line from an article ruralavalon posted does bother me though. "A Roth 401(k) is also good for people who are already in the top tax bracket and expect to be there forever." This may be me...
by Utkap
Wed Jul 17, 2013 1:54 am
 
Forum: Investing - Help with Personal Investments
Topic: First 401k & Portfolio Review
Replies: 12
Views: 1195

Re: First 401k & Portfolio Review

Thank you both for your responses. Could you please explain what you mean when you say the traditional 401k tends to beat out the roth? I sketched out some quick math that shows that one $17,500 contribution invested for 41 years (5-8% return), a roth and a traditional with reinvested tax savings br...
by Utkap
Tue Jul 16, 2013 6:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: First 401k & Portfolio Review
Replies: 12
Views: 1195

First 401k & Portfolio Review

Hi everyone. I've been following bogleheads for several years in order to construct a portfolio in my taxable account. Firstly, thank you for everything that you have taught me. I found this site when googling for valuation formulas to try to beat the market. It was a relief to finally find the reas...
by Utkap
Mon Jul 15, 2013 6:55 am
 
Forum: Investing - Help with Personal Investments
Topic: First 401k & Portfolio Review
Replies: 12
Views: 1195

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