Search found 14 matches

by jacktumblr1848
Mon Mar 20, 2017 7:20 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard accounts and index investment
Replies: 4
Views: 510

Re: Vanguard accounts and index investment

Hi Livesoft, So you would recommend me to put the SEP IRA and the Roth IRA into the same fund as my company 401k retirement 20something? Won't that basically putting all the eggs in the same basket? Or do you feel I already diversify too much and not necessary lol. Am I thinking too much or over thi...
by jacktumblr1848
Mon Mar 20, 2017 6:29 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard accounts and index investment
Replies: 4
Views: 510

Vanguard accounts and index investment

Hi all, My employer's 401k is with Vanguard which it is in one of the retirement fund (retirement 20Forever since it looks like I will never get to retire with the inflation and the craziness that's going on all over the world. But that's a separate topic). I have also a Traditional IRA that divided...
by jacktumblr1848
Mon Mar 20, 2017 6:15 pm
Forum: Investing - Help with Personal Investments
Topic: Self Direct IRA LLC
Replies: 3
Views: 346

Self Direct IRA LLC

Has anyone heard of this before? Looking for suggestions and option. Been reading about the checkbook IRA and etc. Wondering if anyone else in this forum use it.
by jacktumblr1848
Fri Mar 11, 2016 10:43 pm
Forum: Investing - Theory, News & General
Topic: Is a 25% price decline for US stocks possible?
Replies: 25
Views: 4561

Re: Is a 25% price decline for US stocks possible?

I am just curious on why would you think price stays down in Japan but not in the US? I am just curious on your trend of thoughts behind that. Thanks
by jacktumblr1848
Fri Mar 11, 2016 10:40 pm
Forum: Investing - Help with Personal Investments
Topic: SEP IRA vs Simple IRA
Replies: 5
Views: 678

SEP IRA vs Simple IRA

Hello folks, I currently have a day job income is W2 income. I do have a small 401k with that job however I didn't contribute 18k (the maximum). Since 2014, I have a side business that I generate income and file under schedule C income. I am preparing my 2015 tax return and discovered that my little...
by jacktumblr1848
Mon Dec 14, 2015 10:31 pm
Forum: Investing - Help with Personal Investments
Topic: Private Pension Plan (legit or scam?)
Replies: 5
Views: 741

Private Pension Plan (legit or scam?)

Anyone has heard of this before? I ran across of this while doing my regular online surfing and researching for more info on retirement plans / etc. Thanks everyone

JC
by jacktumblr1848
Mon Nov 30, 2015 12:53 pm
Forum: Investing - Help with Personal Investments
Topic: Index vs ETF & Vanguard vs Vanguard
Replies: 18
Views: 2594

Re: Index vs ETF & Vanguard vs Vanguard

Hello, My income is above the $61k single filer so I assume Traditional IRA might not be much help for 2015 i.e. about 70K this year income. So even though my 401k with my employer is in the Vanguard retirement fund 2045, I should also put my existing traditional IRA in the same investment instrumen...
by jacktumblr1848
Sun Nov 29, 2015 8:49 pm
Forum: Investing - Help with Personal Investments
Topic: Down payment saving (short term investment suggestion any one?)
Replies: 2
Views: 461

Down payment saving (short term investment suggestion any one?)

Hi fellow BH, Just checking and see if anyone have any suggestion for places to park my housing down payment saving? Right now I have about $20k and hopefully save up to $60k in about 1-2 years but would like to earn more than 0.75% on the online saving account. Also, would you recommend payoff the ...
by jacktumblr1848
Sun Nov 29, 2015 12:14 pm
Forum: Local Chapters and Bogleheads Community
Topic: LA Bogleheads?
Replies: 5
Views: 1226

LA Bogleheads?

Hello,

Is there a chapter near South LA county or North Orange County? (i.e. near 91, 605, and 60 freeway)

Thanks!

Jack
by jacktumblr1848
Sun Nov 29, 2015 11:20 am
Forum: Investing - Help with Personal Investments
Topic: Index vs ETF & Vanguard vs Vanguard
Replies: 18
Views: 2594

Re: Index vs ETF & Vanguard vs Vanguard

Thanks Taylor!! Appreciate the info. My only regret is that I am about 10+ years too late to learn about Vanguard, John Bogle and all these info from the BH. Oh well, better late than never. :mrgreen: :D
by jacktumblr1848
Sun Nov 29, 2015 10:52 am
Forum: Investing - Help with Personal Investments
Topic: Index vs ETF & Vanguard vs Vanguard
Replies: 18
Views: 2594

Re: Index vs ETF & Vanguard vs Vanguard

Thank you so much for the explanation BeBH65. I am reading through the links and waiting for my fund to transfer to Vanguard. I am excited for this new journey of investing for my retirement.
by jacktumblr1848
Sun Nov 29, 2015 1:42 am
Forum: Investing - Help with Personal Investments
Topic: Index vs ETF & Vanguard vs Vanguard
Replies: 18
Views: 2594

Re: Index vs ETF & Vanguard vs Vanguard

Thanks for the information. I am pretty new to the whole index and ETF arena so I do apologize that my questions seem to be pretty ignorant. So far from all the articles and books I have read by John Bogle, it seems he firmly believe in Index. However, why would Vanguard sell ETF and other non overa...
by jacktumblr1848
Sat Nov 28, 2015 11:17 pm
Forum: Investing - Help with Personal Investments
Topic: Index vs ETF & Vanguard vs Vanguard
Replies: 18
Views: 2594

Re: Index vs ETF & Vanguard vs Vanguard

Thank you all so much for the responses. Lots of info and I love that. As a follow up question for the more seasoned investment / BH, if I would like to buy a house in the next 1-2 years, would you recommend I stop saving / investing for retirement until I purchase a home? Regarding to the Vanguard ...
by jacktumblr1848
Sat Nov 28, 2015 12:20 pm
Forum: Investing - Help with Personal Investments
Topic: Index vs ETF & Vanguard vs Vanguard
Replies: 18
Views: 2594

Index vs ETF & Vanguard vs Vanguard

Hello everyone, I am so excited to finally discover Vanguard, John Bogle, and the Bogleheads recently that I have been reading and studying non stop. Finally, I was able to find something that I can some what read and understand instead of feeling loss when I listen to the talking heads from CNBC or...