Watty wrote:Depending on the amounts and if he is not already maxing out the 401K then another option is to just increase the payroll deductions to offset the RMD..
ourbrooks wrote:This is true even if you are still employed and still contributing to the plan.
burgrat wrote:I am considering them as well. My question is that once they set up your portfolio, how often do they review it?
LazyNihilist wrote:Just curious about Portfolio Solutions, Since Vanguard has some of the best Index funds, why hold them at Schwabb? Why not hold them at Vanguard?
So it’s really a very different paradigm that says, get away from this notion of “60/40 and diversify across all asset classes.”
For me it all boils down to this... over an investing lifetime, costs matter.
"From pistachio farms and bowling alleys to private jets and Ponzi schemes, these bad investments sunk fortunes and fame for many of the following star athletes:"
Sammy_M wrote:Thanks. Certainly one to watch.
With a core type approach, it's interesting that they're so light on mid-caps, but perhaps they're still building?