zup28w wrote:How should I max out my Roth? Invest the $5500 into the two existing Roth funds and then rebalance my 401K to bring my AA back to norm? I assume the 401K is the most tax advantageous place to rebalance.
You have a good plan. If there is a better plan (and there probably is) it is not much better. It's better to execute the good plan than wait for a perfect plan.
IMHO people worry too much about precision in asset allocation. 5% one way or another does not make that much difference. Once I had mid 5 figure portfolio I just threw the $2000 IRA contribution someplace convenient, when convenient, and took care of re-balancing on schedule at year end.