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Re: Windfall / Sell of business - AA advice

Thanks for the great replies. It sounds like I do need to make adjustments in my thinking since this is in a taxable account. I'll move the REIT funds into my retirement accounts. How does this look for my taxable account? VWIUX (tax-exempt): 25% VAIPX: 10% VTI: 40% VXUS: 25% grabiner, thanks for yo...
by logic88
Thu Apr 04, 2013 10:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Windfall / Sell of business - AA advice
Replies: 15
Views: 1101

Windfall / Sell of business - AA advice

I've been a long-time fan of index investing and have maintained a simple lazy portfolio in my personal retirement accounts over the last 13 years. However, with the sale of my business I now have a very large amount of money in a taxable account and want to make sure I'm in the right funds. I'm 35 ...
by logic88
Thu Apr 04, 2013 9:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: Windfall / Sell of business - AA advice
Replies: 15
Views: 1101

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