Search found 5 matches

by Treeboi
Tue Oct 10, 2017 9:17 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio advice after windfall
Replies: 7
Views: 1326

Re: Portfolio advice after windfall

Peter, Thank you for the feedback. Glad to hear that I seem to be heading in the right direction with all this. In my original posting I should have clarified in that I meant and intermediate term tax free bond fund, like VWIUX. I failed to specify the 'tax free' part. Thank you for catching that. I...
by Treeboi
Tue Oct 10, 2017 9:11 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio advice after windfall
Replies: 7
Views: 1326

Re: Portfolio advice after windfall

Technovelist, Even with my expenses being so low I figure I still have quite a ways to go before I can even think about retiring. My go had always been around age 50-55 and that may be very possible now. I don't know if I have a set number in mind as to what I will need to retire. I think of it in 2...
by Treeboi
Mon Oct 09, 2017 9:16 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio advice after windfall
Replies: 7
Views: 1326

Re: Portfolio advice after windfall

Bloom2708, Thanks for the response. Good advice on reading the "managing a windfall" wiki--- I have read this several times over the last couple years while awaiting the windfall to work it's way through the system. I've been at a 90/10 AA for a while and have only recently become more conservative ...
by Treeboi
Wed Oct 04, 2017 8:44 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio advice after windfall
Replies: 7
Views: 1326

Portfolio advice after windfall

Hello, I recently received a significant windfall and hoped some of the smart folks here could make sure I am on the right path. Emergency funds....12 months of living expenses Debt....none Tax filing status....single Tax rate...Federal-25%, State-4.24% State....AZ Age....40 Desired asset allocation...
by Treeboi
Sun Feb 21, 2016 12:19 pm
Forum: Investing - Help with Personal Investments
Topic: Question on taxable account fund allocation
Replies: 1
Views: 518

Question on taxable account fund allocation

Hi, first time user here with a general question on asset allocation. I currently max out my TSP/401k account with a target date fund. I recently opened a Roth IRA through VG and max out this account, which current has TSM and TISM. Money I have to invest after funding these accounts is in a taxable...