Search found 3 matches

by lesko
Fri Apr 21, 2017 11:52 am
Forum: Investing - Help with Personal Investments
Topic: Help with improving 403(b) allocations
Replies: 6
Views: 604

Re: Help with improving 403(b) allocations

Is there a benefit to holding a bond allocation in an IRA vs. a 403(b)? Or do you think that the choices for bonds would be better outside of what's available in this plan?
by lesko
Fri Apr 21, 2017 8:09 am
Forum: Investing - Help with Personal Investments
Topic: Help with improving 403(b) allocations
Replies: 6
Views: 604

Re: Help with improving 403(b) allocations

Thanks so much for the initial feedback and guidance. Original post is edited with updated info, including interest rate on Lincoln Stable Value
by lesko
Thu Apr 20, 2017 7:25 pm
Forum: Investing - Help with Personal Investments
Topic: Help with improving 403(b) allocations
Replies: 6
Views: 604

Help with improving 403(b) allocations

** Edited with updated info ** Emphasis is on revising my work 403(b) allocation to be more efficient. Emergency Funds - 6 months covered ($10,000) Other Savings - Slowly beginning to stash extra cash (< $10,000) towards goals of new car and/or house in next 5 years, however, these are not urgent ne...

Go to advanced search