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Should I be talked out of utilizing Simba backtest?

Hi folks, I very recently found Simba's backtest spreadsheet and have been playing about with the numbers. I am even thinking about changing my AA a bit because of it. But then I think that this data only represents a relatively short investing time period (that included the rise of bonds), and I al...
by totally_lost
Thu Feb 14, 2013 8:26 am
 
Forum: Investing - Help with Personal Investments
Topic: Should I be talked out of utilizing Simba backtest?
Replies: 4
Views: 374

Re: How am I doing?

I agree that it looks pretty good. And that the student loans should be address. You are paying about $1,400 a year on interest on them and it was not clear if any of that was deductible. In addition to paying them down quicker another possibility is if you have a paid off car that is worth a lot i...
by totally_lost
Sat Jan 26, 2013 6:31 am
 
Forum: Investing - Help with Personal Investments
Topic: How am I doing?
Replies: 7
Views: 982

Re: How am I doing?

Looks like you're on the right track, although I prefer a simpler 3-fund + REIT portfolio. As to your questions... 1. If you are not going to keep contributing to it and are going to let it become an insignificant portion of your portfolio I'd go ahead and sell it. You can get better ERs with other...
by totally_lost
Fri Jan 25, 2013 2:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: How am I doing?
Replies: 7
Views: 982

How am I doing?

Well I joined up here yesterday and have already received invaluable advice. So I thought I'd post my portfolio for comments. This portfolio was constructed based on my reading this forum for the past year or two. I feel fairly confident with it. -----------------------------------------------------...
by totally_lost
Fri Jan 25, 2013 6:46 am
 
Forum: Investing - Help with Personal Investments
Topic: How am I doing?
Replies: 7
Views: 982

Re: 1099-R / rollover / conversion

Huey, Well that does it. Well in actuality, the "forms" mode is not available to online TT users. Since I had already paid for my online edition they gave me a free download. Your instructions worked perfectly. Now I wonder why there is this disconnect between the online version and the do...
by totally_lost
Thu Jan 24, 2013 6:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: 1099-R / rollover / conversion
Replies: 5
Views: 495

Re: 1099-R / rollover / conversion

JH has reported your distributions correctly according to IRS 1099-R instructions ( http://www.irs.gov/pub/irs-pdf/i1099r.pdf ). On page 4 it says: " For a direct rollover of an eligible rollover distribution to a Roth IRA (other than from a designated Roth account), report the total amount ro...
by totally_lost
Thu Jan 24, 2013 5:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: 1099-R / rollover / conversion
Replies: 5
Views: 495

Re: 1099-R / rollover / conversion

Just as an update, I spoke with the good folk at the tax software site, TurboTax, and it seems that if I input all that information into the system and then click: "Rollover of 401(k) to Roth 401(k)" then TT *does* tax the 150.00. I believe this is technically incorrect since it directly w...
by totally_lost
Thu Jan 24, 2013 2:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: 1099-R / rollover / conversion
Replies: 5
Views: 495

1099-R / rollover / conversion

Good day, First just allow me to express my appreciation to all the good folks on this forum who have given me invaluable advice for over a year now. My investment procedures have totally been revamped because of you and for that I'm very thankful. Well, I have not really had a reason to post anythi...
by totally_lost
Thu Jan 24, 2013 6:18 am
 
Forum: Investing - Help with Personal Investments
Topic: 1099-R / rollover / conversion
Replies: 5
Views: 495

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