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Re: Investment planning an 401K Rollover

You have quite a large taxable account at First Command (5 different funds that total about $82,368). What is the purpose of this money? If it is for a house down payment or some other short term goal, it should be invested one way. If it is part of your retirement nest egg, it should be invested an...
by investorQ
Sat Feb 09, 2013 8:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment planning an 401K Rollover
Replies: 16
Views: 2441

Re: Investment planning an 401K Rollover

This is what I think you have. You need to check this over carefully to be sure I have it right. Your posts are not entirely clear and you are using terms differently, so we need to get on the same page before we can make any progress from here. Taxable Account at First Command $123,844 Fidelity Adv...
by investorQ
Thu Feb 07, 2013 11:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment planning an 401K Rollover
Replies: 16
Views: 2441

Re: Investment planning an 401K Rollover

This is still not enough information to help, so I'm guessing you might be confused about what you need to tell us. Let's see if we can work that out. There are a lot of questions below - please be patient and just answer them all. They are all important. I've numbered them so you don't have to cut...
by investorQ
Wed May 30, 2012 12:44 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment planning an 401K Rollover
Replies: 16
Views: 2441

Re: Investment planning an 401K Rollover

Johm221122 What is a good mixture of stocks and bonds at 40? My wife is still employed and yes she has to make a choice now one what to do with the 401K. (cash out, roll over to new company, or IRA) I have been investing roughly 23% of my salary for about 10 yrs now but now I have reduced my contrib...
by investorQ
Sun May 13, 2012 6:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment planning an 401K Rollover
Replies: 16
Views: 2441

Re: Investment planning an 401K Rollover

retiredjg This is my current portfolio. I don' have a TSP. I think I can do better investing my own money plus they don't match your contributions. I also was just giving the breakdown of my portfolio as well as the returns since I started. My Current portfolio 123,844.07 Asset Allocation 70.15 US S...
by investorQ
Sun May 13, 2012 6:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment planning an 401K Rollover
Replies: 16
Views: 2441

Investment planning an 401K Rollover

Quick questions regarding my portfolio and rolling over 401K to an IRA. I wanted some advice on my portfolio. I am client of First Command and have been for awhile. I have really had it with them and want to move my money elsewhere. USAA have been in contact with me and seem interesting. Do you have...
by investorQ
Sat May 12, 2012 10:22 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment planning an 401K Rollover
Replies: 16
Views: 2441

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