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Thanks damjam! You've helped me tremendously! I appreciate it

O yea - these conversations have been incredibly helpful at helping me see a way forward! To answer your questions: Yes, that’s right – I do want to earmark all my taxable funds for non-retirements needs. I got the same math you did. Honestly, I never considered rolling over the 403b/401a into a IRA...

@rickmerrill - Thanks for the advice! My answers (and a few more questions) are below I'm not clear, is the 401 from a previous employer and the 403b available for contributions? Yes – The 401a/403b are part of the same retirement package from 1 previous employer. From the statements, it seems like ...

Welcome to the forum. :) Questions: 1. I want to close the AllianceBernstein & Columbia Management Accounts and use that money to contribute to one taxable account that I could use for short-term goals – probably a Vanguard Index Fund like LifeStrategy Growth. What would be the most effective w...

Hi everyone, I would be grateful for any assistance on simplifying my investing. I have been investing for a while, but just finished reading the Bogleheads Guide to Investing and realized that I hadn’t been understanding what I was doing. I’m eager to try a whole portfolio asset allocation, but I’m...