Bogleheads

Thank you Taylor and retiredjg and all who has posted in the forum. All of the wisdom you shared here has helped me to learn and shape my plan.

I can't wait to get the plan going and will gladly p ...

Thank you retiredjg and celia for your reply.

I guess that I have wasted enough time trying to figure out when is a right time to invest. In the past, when the market went down, I wanted to wait t ...

I have an idea of my new asset allocation.

Before:

Cash 42
U.S. Stocks 31
Foreign Stocks 12
Bonds 15
Other 1

AFTER:

US stocks 35
Foreign 2 ...

While I am around, I would know from which funds to get distributions but if I were to become incompetent or die, I am trying to make it easier for my spouse or power-of-attorney to take distributio ...

I have checked at Fido's web site. There is a transaction fee of $75 everything I buy a Vanguard fund in my Fido account. I think that is why I opened up account directly at Vanguard. It adds up es ...

Thanks Brian and nisiprius for your info.

Retiredjg, thank you for following up with my case. I have just talked to Vanguard. Here is the key thing: Vanguard will have to open a brokerage accoun ...

Excess me for jumping in the thread.

I am thinking of moving my investment from Fido to Vanguard and trying to find out what is the best way to do it. I have posted on 10/31 and today I saw this ...

Thank you Celia and Taylor and all who has posted to answer my questions.

I have not learned how to use quote. Celia: What do you mean by it does not matter who will be the owner the arrangement ...

Good points, retiredjg. Thank you.

I will try to clarify with Fido and Vanguard to see if I can: set up a IRA account with Vanguard first with the cash portion of the ira account at fido, then I ...

Hi all,

I am not sure if this is a "when is the best time and what is the best way to rebalance" question.

I am ready to move my tax deferred $ from Fido to Vanguard. After that, I c ...

Thank you again for your input and for filling in my missing info.

Your analysis on the cost of the two plans has helped me so much. I would scratch my head for a long time without knowing how to ...

Thank you retiredjg for your input. I thought I would not be eligible for the two Spartan funds in his 401K. After checking them again, I found out that the initial investment is not 100K as I origi ...

Thank you Chaika and Taylor for your input.

I like the idea of putting all 36% (401K) in Fid US Bond Indx. I also agree that I need to consolidate. Thank you for pointing out the key point - anyt ...

Hi,

I have been reading and learning a lot (but surely not enough!) from this forum. Over the past few years, I tried to adjust as I learned more but numerous obligations in life did not allow me ...