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  Topic: Needs help rebalancing 28-old male 401(k)
fame

Replies: 10
Views: 644

PostForum: Investing - Help with Personal Investments   Posted: Wed Nov 04, 2009 1:24 pm   Subject: Re: options
fame,

With only a 401k and the possibility of a roth in the future the easiest way to set this up is using the BGI Lifepath fund that most closely matches your desired asset allocation. Probably t ...
  Topic: Needs help rebalancing 28-old male 401(k)
fame

Replies: 10
Views: 644

PostForum: Investing - Help with Personal Investments   Posted: Tue Nov 03, 2009 10:46 pm   Subject: Re: spouse
fame,

Does your spouse have any investments? It is usually best to look at all of your holdings together as one unified portfolio.

Laura\

Hi Laura, no my wife is still a student this year.
  Topic: Needs help rebalancing 28-old male 401(k)
fame

Replies: 10
Views: 644

PostForum: Investing - Help with Personal Investments   Posted: Tue Nov 03, 2009 8:25 pm   Subject: Needs help rebalancing 28-old male 401(k)
Welcome to the forum Smile .

Proposed Portfolio:
10% bond
25% Intl Stock
65% US Stock

Breakdown:
10% PIMCO Total Return Account (Bond)(0.27%)
50.70% Vanguard Institutional Index Fund Ins ...
  Topic: Needs help rebalancing 28-old male 401(k)
fame

Replies: 10
Views: 644

PostForum: Investing - Help with Personal Investments   Posted: Tue Nov 03, 2009 8:23 pm   Subject: Needs help rebalancing 28-old male 401(k)
fame, welcome to the forum!

Is the 401 the only retirement investment your family has? No IRAs?

What is the interest rate on the car?

I just got married this year. Before marriage, I excee ...
  Topic: Needs help rebalancing 28-old male 401(k)
fame

Replies: 10
Views: 644

PostForum: Investing - Help with Personal Investments   Posted: Tue Nov 03, 2009 6:27 pm   Subject: Needs help rebalancing 28-old male 401(k)
My current 401(K) are all in money market, thinking about aggresively rebalancing my account. Smile

I tried my best to follow the template, but please let me know if you need any more information.

...
 
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