| Author |
Message |
Topic: Needs help rebalancing 28-old male 401(k) |
fame
Replies: 10
Views: 644
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Forum: 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
|
Forum: 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
|
Forum: 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 .
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
|
Forum: 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
|
Forum: 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.
I tried my best to follow the template, but please let me know if you need any more information.
... |
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