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stock fund to invest

I need to put about 5,000 in roth for 2013... I have account with vanguard... I want to be aggressive with the fund... what to put it into. thanks.. I have only 10,000 in my roth
by gopro
Sat Jan 18, 2014 1:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: stock fund to invest
Replies: 2
Views: 201

Re: Mutual funds

thanks that helps.. I would like to find a viedo on this too. Just trying to understand how to pick mutual funds
by gopro
Thu Oct 24, 2013 8:21 am
 
Forum: Investing - Help with Personal Investments
Topic: Mutual funds
Replies: 5
Views: 441

Mutual funds

When trying to diversify... I have been reading about the fund correlation. Where can learn more about this
by gopro
Wed Oct 23, 2013 9:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: Mutual funds
Replies: 5
Views: 441

Re: help with choice of 403b and vanguard

gopro wrote:thanks alot

Since I posted last...my husbands 403 has changed to translate rica. I have done anything yet. The new company translate rica has mostly vanguards funds that are very low. I am looking at keeping this and rolling over my Lincoln funds
What does any one think of transamerica
by gopro
Wed Oct 23, 2013 9:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: HSA account?

FICA taxes are what you're referring to. Even assuming one is over the social security compensation limit, the 1.45% medicare tax alone eats up any potential benefit with this technique. Periodically rolling over funds (if an option for the OP) is the best of both worlds. If you can rollover, that'...
by gopro
Mon Oct 21, 2013 9:49 pm
 
Forum: Investing - Theory, News & General
Topic: HSA account?
Replies: 14
Views: 1665

HSA account?

my employer this year is letting us set up an HSA account. It is with benefit wallet which is with bnymellon bank. The Employer can not give me the information I need like what investments are there so they told me to call the benefitwallet. That guy says that he could not give me the information. T...
by gopro
Mon Oct 21, 2013 4:12 pm
 
Forum: Investing - Theory, News & General
Topic: HSA account?
Replies: 14
Views: 1665

Re: help with choice of 403b and vanguard

When i went to exchange my vanguard funds it stated that I could do so until May 2013. so I guess I will have to wait.. should I go ahead and change the 403b funds
by gopro
Sat Mar 16, 2013 11:23 am
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: 403b choices

I would suggest at age 59 that you consider having about 50% stocks and 50% bonds, with about 20% of stocks in internatonal (that is int'l at 10% of overall portfolio). Portfolio size $437k; planning to invest $58k/yr. With that amount of hoped-for annual saving you can fully fund the two 403bs, hi...
by gopro
Sat Mar 16, 2013 9:12 am
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: 403b choices

i got the boglehead guide to investing and the boglehead retirement.... my husband is reading and I am re reading. thanks for your help
by gopro
Fri Mar 15, 2013 8:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: help with choice of 403b and vanguard

thanks I will go back and list all the expense ratios.... but in wifes 403b the only foreign fund is at .55% are these expense ratios ok? plus should we roll over to ira when we get 591/2? looking at vanguard.... the only problem is we are not going to reitre until 62 so we would start from 0 again ...
by gopro
Fri Mar 15, 2013 6:18 am
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

help with choice of 403b and vanguard

Emergency funds: 24,000 in credit union Debt: 0 Tax rate: 25% federal, 6% state Tax: married joint State: Georgia Age: 59 Desired asset allocation: ? stocks/? Bonds Desired International allocation: ? Husband 403b: 349,000 we have Lincoln alliance with our 403b... I dont have much choices 54.01% bon...
by gopro
Thu Mar 14, 2013 9:47 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: 403b choices

wife 403b american funds europacific gr r5RERFX expense rato .55% Foreign large blend invesco real estate instiutional IARIX .91% Real Estate sentinel small company SIGWX .72% Small Growth columbia small cap index Z NMSCX .20% Small Blend Allianz NFJ small cap value insti PSVIX .78% small value blac...
by gopro
Thu Mar 14, 2013 8:50 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: emergency funds

thanks
by gopro
Wed Mar 13, 2013 11:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: emergency funds
Replies: 9
Views: 1022

Re: 403b choices

4. Will post wifes 403b choices. Please do post the other funds offered in her 403b. How much do you expect to be able to save for investing annually during the next few years? Is there a match in the 403bs? If so how much? Age: 59 Desired asset allocation: ? stocks/? Bonds Desired International al...
by gopro
Wed Mar 13, 2013 11:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: 403b choices

4. Will post wifes 403b choices. Please do post the other funds offered in her 403 will do How much do you expect to be able to save for investing annually during the next few years? Is there a match in the 403bs? If so how much? Age: 59 Desired asset allocation: ? stocks/? Bonds Desired Internatio...
by gopro
Wed Mar 13, 2013 11:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: 403b choices

Emergency funds: 24,000 in credit union Debt: 0 Tax rate: 25% federal, 6% state Tax: married joint State: Georgia Age: 59 Desired asset allocation: ? stocks/? Bonds Desired International allocation: ? Husband 403b: 349,000 we have Lincoln alliance with our 403b... I dont have much choices 54.01% bon...
by gopro
Wed Mar 13, 2013 7:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

403b choices

SEE below post
by gopro
Wed Mar 13, 2013 6:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: help with choice of 403b and vanguard
Replies: 22
Views: 1936

Re: emergency funds

I might need to get out sooner than a year.. how about ally banks.. I am in a credit union now.. that gives nothing
by gopro
Mon Mar 11, 2013 9:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: emergency funds
Replies: 9
Views: 1022

emergency funds

I have about 25,000 for emergency money.. right now I have it in the credit union... where is a good place to keep it... we will be using some of the money to renovate the house. Thanks
by gopro
Mon Mar 11, 2013 9:03 pm
 
Forum: Investing - Help with Personal Investments
Topic: emergency funds
Replies: 9
Views: 1022

403b choices

we have 13 funds in our 403b Lincoln alliance.... should I first look at the expense ratio before picking the funds or look at the ROR
by gopro
Sat Feb 23, 2013 10:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b choices
Replies: 2
Views: 231

Re: 403b expenses [Retiring Soon, Rollover to IRA?]

besides the boglehead to investing.... what did you say the other name of the book is? thanks
by gopro
Sat Feb 23, 2013 9:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b expenses [Retiring Soon, Rollover to IRA?]
Replies: 6
Views: 501

403b expenses [Retiring Soon, Rollover to IRA?]

our 403b expenses are from 1.40 to .20 In about 4 months my husband will be 591/2 ... is it wise to roll our money over to an IRA? where the expenses would be lower
by gopro
Thu Feb 21, 2013 10:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: 403b expenses [Retiring Soon, Rollover to IRA?]
Replies: 6
Views: 501

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