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Re: Trad/Roth TSP, 401k, IRAs -- Please Help with Allocation

Going forward I'd shoot to keep at least 30% of your retirement accounts in a Roth with the remainder in Traditional. The current year tax breaks are great and get even better when you get into a higher tax bracket, but since your FERS pension will be taxable in retirement you'll never be in the lo...
by Xonim
Sat May 18, 2013 11:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trad/Roth TSP, 401k, IRAs -- Please Help with Allocations
Replies: 3
Views: 452

Trad/Roth TSP, 401k, IRAs -- Please Help with Allocations

Emergency funds: 1.5 months, contributing $500/mo until 3 months saved Debt: $55k total from auto & student loans @ 2.25%-4.5%, $224k mortgage @ 3.75% Tax Filing Status: MFJ Tax Rate: 25% Federal, 7.05% State State of Residence: MN Age: him 27 / her 34 Desired Asset allocation: 80-85% stocks 15-...
by Xonim
Sat May 18, 2013 1:08 am
 
Forum: Investing - Help with Personal Investments
Topic: Trad/Roth TSP, 401k, IRAs -- Please Help with Allocations
Replies: 3
Views: 452

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