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Re: Selling Taxable Investments

Thanks for the input so far.

Should I sell the taxable investment and proportionately increase my 401k contributions? Then withdraw from my Roth IRA as needed for the home purchase? Or is there not much to be gained this way? I'm having trouble seeing the whole picture.
by fivel
Fri Apr 05, 2013 6:38 am
 
Forum: Investing - Help with Personal Investments
Topic: Selling Taxable Investments
Replies: 4
Views: 713

Selling Taxable Investments

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by fivel
Thu Apr 04, 2013 7:19 pm
 
Forum: Investing - Help with Personal Investments
Topic: Selling Taxable Investments
Replies: 4
Views: 713

Re: Portfolio help (late 20s)

What is the benefit of investing more heavily in the 401 vs. the roth, besides the company price match? For example, would you still recommend investing more heavily in the 401k if they didn't have a match? Yes. Did you read the thread I provided the link to? Some examples are explained there. Most...
by fivel
Wed Aug 29, 2012 6:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio help (late 20s)
Replies: 6
Views: 679

Portfolio help (late 20s)

AGE: Late 20s, single. 15% Tax Bracket Mid 5-figure retirement portfolio Taxable Although I do have a taxable investment account with Vanguard, none of this money is intended for retirement. 401k Conpany match 3.5% on 6% contribution. 6% NTGI S&P 500 Index Fund (not sure of ticker symbol) 0.07% ...
by fivel
Tue Aug 28, 2012 8:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio help (late 20s)
Replies: 6
Views: 679

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