Search found 9 matches

by chickpea
Wed Sep 06, 2017 6:43 pm
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

Re: RE: Investing in Taxable account

Many thanks for your detailed posts. This is extremely helpful.
by chickpea
Sun Sep 03, 2017 8:41 am
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

Re: RE: Investing in Taxable account

1. Taxable account: I want to increase my contributions to my taxable funds by at least $100,000 a year to catch up for the lost years. I prefer more exposure to a stock market fund to maintain at an 80/20 ratio. My income will be increasing next year. - Should I invest in VGTSX Vanguard Total Inte...
by chickpea
Sat Sep 02, 2017 10:17 am
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

Re: RE: Investing in Taxable account

Thank you, Mega 317 for your advice. I have a generous emergency fund from the sale of my condo. I'd like to keep it large as I am self-employed and also for down payment if I purchase a property in future.
by chickpea
Sat Sep 02, 2017 9:01 am
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

Re: RE: Investing in Taxable account

I would like an 85/15 ratio of stocks and bonds. I could invest another $ 25,000 into my taxable account. My maximum investment amount for i401k is $52,000 for 2017 and I have another $10,000 left to invest for 2017. I already invest in VFINX Vanguard 500 Index Fund Investor Shares in my 401k. Shoul...
by chickpea
Fri Sep 01, 2017 3:01 pm
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

Re: RE: Investing in Taxable account

Could you please clarify the following investments? I already invest in VFINX Vanguard 500 Index Fund Investor Shares in my 401k. Should I invest in Total stock market (VTSMX) in my taxable account? I already have VGTSX Vanguard total international stock index fund shares in my 401k. Should I invest...
by chickpea
Wed Aug 30, 2017 5:04 pm
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

Re: RE: Investing in Taxable account

Thank you for your advice, Should I invest in the following bonds instead;
Int term Muni VWITX 50%
Int term Bond ETF (BIV) 50%
by chickpea
Mon Aug 28, 2017 8:26 pm
Forum: Investing - Help with Personal Investments
Topic: RE: Investing in Taxable account
Replies: 16
Views: 2460

RE: Investing in Taxable account

Hi All Could you kindly advise on my retirement portfolio as I am trying to catch up for lost years on my taxable account? Age: 50 Income: $ 350,000 Tax filing status: Single Job: Self-employed for one year Maximum allowed under tax-deferred funds for 2017: $52,000 Emergency Fund: $ 300,000 Rented h...
by chickpea
Tue Aug 15, 2017 12:25 pm
Forum: Investing - Help with Personal Investments
Topic: RE: Retirement and College Planning
Replies: 17
Views: 1408

Re: RE: Retirement and College Planning

Thank you all for your valuable advice. I have been tardy with my financial planning but it's better late than never! I am looking into the bond marker right now to include them in my portfolio for a balanced outlook.

Thank you again.
by chickpea
Fri Aug 11, 2017 8:58 pm
Forum: Investing - Help with Personal Investments
Topic: RE: Retirement and College Planning
Replies: 17
Views: 1408

RE: Retirement and College Planning

Hi All I wonder if you could help me to with my investment portfolio for retirement, consolidation of the old retirement portfolio and future college planning for 2 children under the age of one. I am returning back to investment planning after spending 12 years abroad and have just planning for ret...