Search found 5 matches

by kathanto
Wed Jul 01, 2015 5:28 pm
Forum: Investing - Help with Personal Investments
Topic: Medical School Investing/Debt Management
Replies: 9
Views: 1862

Re: Medical School Investing/Debt Management

Thanks for all the feedback, I realize it was quite long! I will definitely start reading white Re AXA: AXA charges a fee if I transfer more than 10% a year from my account. I did not know that when I decided to invest so much with them. I'll find out what they would do if I were converting it to a ...
by kathanto
Thu Jun 18, 2015 8:42 pm
Forum: Investing - Help with Personal Investments
Topic: Medical School Investing/Debt Management
Replies: 9
Views: 1862

Medical School Investing/Debt Management

Hello! I'm not sure if this is a better post for Personal Finances because we don't really have much extra cash to invest right now, but I figured I'd ask in here first and go from there. My wife and I are both students, she's going into her last year of medical school and I am getting a BFA in grap...
by kathanto
Tue Jul 02, 2013 7:59 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Getting started investing
Replies: 5
Views: 585

Re: Help with Getting started investing

There are a lot of options, but I will go through and update with the indexes tomorrow. I did the math, and I can save 5.6k in taxes by upping my 403(b) contribution from 10% to 48%. Looking at my spending history on Mint, I should be able to fund this without changing my spending even that much. Th...
by kathanto
Tue Jul 02, 2013 6:31 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Getting started investing
Replies: 5
Views: 585

Re: Help with Getting started investing

Thanks for the response, PJW! I will definitely look more closely at what I would need to do to get my AGI below 35k by upping my 403(b) contribution. I don't think it should be too hard, since I already live pretty far below my means as is. Is the reason not to invest funds I want to use in 5-10 ye...
by kathanto
Mon Jul 01, 2013 3:16 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Getting started investing
Replies: 5
Views: 585

Help with Getting started investing

Hello new forum friends! I've been thinking about posting for a while now, but was trying to do my homework a bit before asking for help. The "Asking Portfolio Questions" page was a whole lot of "whut?" Anyway, I've read Your Money or Your LIfe and A Random Walk Down Wallstreet ....

Go to advanced search