Search found 3 matches

by nvkris
Thu Apr 20, 2017 5:09 pm
Forum: Investing - Theory, News & General
Topic: Excel Solver for Portfolio Rebalancing across Multiple Accounts
Replies: 13
Views: 1583

Excel Solver for Portfolio Rebalancing across Multiple Accounts

Hi folks! Newbie boglehead here! So, like a lot of you, I decided to set up my own Lazy portfolio and settled on the Swensen Yale portfolio. Now I have 3 accounts 1. Vanguard Taxable 2. Fidelity solo 401k 3. Vanguard Roth My lazy portfolio has 6 funds. I started making an excel spreadsheet for rebal...
by nvkris
Mon Apr 17, 2017 7:12 pm
Forum: Personal Finance (Not Investing)
Topic: What happens to solo 401k if a business switches from sole proprietorship to s-corp?
Replies: 3
Views: 589

What happens to solo 401k if a business switches from sole proprietorship to s-corp?

Hi! I'm planning on starting an individual 401(k) with fidelity (since vanguard doesn't allow IRA roll-in). However, in a few months if my consulting business income increases I might convert my sole proprietorship to an S-Corp. What will happen to my solo-401k then? Do you guys have recommendations...

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