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Re: Portfolio Help

Peter, Yes, the contribution amount above represents the new $23,000/year limit along with the employer match. It's based on last year's match. I discussed backdoor Roth IRA with my parents, and it turns out they started one already on the advice of their tax accountant. :) I do like your idea of ea...
by gemini1
Mon Jan 28, 2013 11:50 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Help
Replies: 5
Views: 790

Re: Portfolio Help

Duckie, this is excellent advice. Thanks a lot for your help. I initially meant for the desired international allocation to be 25% for my entire portfolio and not just the stock portion. But after reading through your post, I thought it would be better to follow the Vanguard approach and allocate 30...
by gemini1
Sat Jan 26, 2013 11:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Help
Replies: 5
Views: 790

Portfolio Help

Hello Everyone, My parents have entrusted me to help them with some of their retirement investment portfolio. Any advice on this would be much appreciated. I am not aware of their complete financial situation; they have a house paid off, plenty of emergency cash, and other investments. Rest assured,...
by gemini1
Sat Jan 26, 2013 5:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Help
Replies: 5
Views: 790

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