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Re: Help with Roth and Taxable investments

Thank you so much for your advice. I will put the $$ I have sitting on the sidelines in stock and look at getting the bonds into my Roth. I did not realize the Roth IRA limit had been raised. Thank you for that information.
by mrennthomas
Tue Feb 12, 2013 8:53 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Roth and Taxable investments
Replies: 4
Views: 548

Help with Roth and Taxable investments

Emergency funds: 12 months of expenses Debt: None Tax Filing Status: Married Filing Joint Tax Rate: 25% Federal, 6.5% State Income: 100K State of Residence: WI Age: 60 Total assets ~ 400K Desired Asset allocation: 65/35 Desired International allocation: 10-15 42.3% Current Taxable assets: 12.3% - I ...
by mrennthomas
Sun Feb 10, 2013 11:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Roth and Taxable investments
Replies: 4
Views: 548

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