Search found 8 matches

by 3nickles
Fri Apr 21, 2017 9:59 pm
Forum: Investing - Help with Personal Investments
Topic: Blowout [poor] investment RYJUX and replace with what?
Replies: 11
Views: 888

Re: Blowout [poor] investment RYJUX and replace with what?

OK CJ you asked. Here's the full monty.. I am 51 (wife is 50) and we are targeting retirement at around age 65 so I/We have about 14 years left in the workforce. Our Married filing jointly AGI was $152,815 this year, with taxable income of $113,095. We live in Illinois with state sales tax of 7.075%...
by 3nickles
Fri Apr 21, 2017 3:05 pm
Forum: Investing - Help with Personal Investments
Topic: Blowout [poor] investment RYJUX and replace with what?
Replies: 11
Views: 888

Re: Blowout [poor] investment RYJUX and replace with what?

Yep I'm admitting my ignorance and lack of knowledge of the stock market. Guilty on both counts..

But that's exactly why I signed onto this forum and asked for assistance in replace these funds in my Taxed Fidelity account :)
by 3nickles
Thu Apr 20, 2017 8:42 pm
Forum: Investing - Help with Personal Investments
Topic: Blowout [poor] investment RYJUX and replace with what?
Replies: 11
Views: 888

Re: Blowout [poor] investment RYJUX and replace with what?

If in doubt and you don't particularly have any ideas about what stocks to invest in, use something like a Vanguard Total Stock Market Index Fund (or equivalent international stock fund). That's cheap and diversified. If you're willing to use ETFs some others have very similar offerings in that spa...
by 3nickles
Thu Apr 20, 2017 6:41 pm
Forum: Investing - Help with Personal Investments
Topic: Blowout [poor] investment RYJUX and replace with what?
Replies: 11
Views: 888

Blowout [poor] investment RYJUX and replace with what?

I have a Fidelity (non IRA) taxed account. I've learned my lesson regarding investing and the radio shows. Back in May of 2004 off a buddy's advice, I listened to Doug Fabian (Maverick investing) and at the current time he suggested holding your investment stash (taxed account, non IRA) 100% in RYJU...
by 3nickles
Thu Apr 13, 2017 6:17 pm
Forum: Investing - Help with Personal Investments
Topic: Rebalance 401K for diversity and remaining Savings/Emergency fund advice.
Replies: 5
Views: 373

Re: Rebalance 401K for diversity and remaining Savings/Emergency fund advice.

Hi Duckie and thanks! To answer your other questions: Her rollover IRA is at Fidelity with funds and balances below: Fidelity Equity Dividend Income FEQTX $31,895 Fidelity Value FDVLX $39,198 Janus Triton Fund CLS T JATTX $26,065 Her projected pension is as follows: Work through 1/2022 (age 55) $665...
by 3nickles
Thu Apr 13, 2017 3:52 pm
Forum: Investing - Help with Personal Investments
Topic: Rebalance 401K for diversity and remaining Savings/Emergency fund advice.
Replies: 5
Views: 373

Rebalance 401K for diversity and remaining Savings/Emergency fund advice.

First time poster and looking for some advice from the excellent financial experts on this forum :) Advice/Opinions on which option YOU would choose in my situation please... I am 51 (wife is 50) and we are targeting retirement at around age 65 so I/We have about 14 years left in the workforce. Our ...

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