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by bunny187
Mon Jan 26, 2015 12:26 pm
Forum: Investing - Help with Personal Investments
Topic: Able to 'roll over' an OH teacher tax-deferred retirement?
Replies: 7
Views: 642

Able to 'roll over' an OH teacher tax-deferred retirement?

Hello - The wife is a former teacher in Ohio, we now live in VA and do not plan to return. We just received an account summary from the OH State Teachers' Retirement System that she contributed 7k to a tax-deferred non-matched account and the she 'may be eligible to withdraw [her] account value in l...
by bunny187
Mon Jul 01, 2013 6:14 pm
Forum: Investing - Help with Personal Investments
Topic: More tax efficient for new cash?
Replies: 2
Views: 268

More tax efficient for new cash?

I'm looking to place 10k of new cash into a taxable account, and I've narrowed my choices to the Vanguard tax-managed balanced fund (which holds bonds that are conventionally tax-inefficient) or the Vanguard total stock market index fund admiral shares...which one would be more tax-efficient? Thanks...

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