Search found 5 matches

by Jacklh
Tue Oct 23, 2018 2:14 pm
Forum: Investing - Theory, News & General
Topic: So...what’s Plan B [for your retirement security]?
Replies: 32
Views: 3046

Re: So...what’s Plan B [for your retirement security]?

I have three accounts: Traditional IRA, Roth IRA and taxable. Plan A is to use mandatory withdrawals from my Traditional IRA for all my needs along with social security. That should be more than sufficient barring extraordinary events. I plan on preserving the other accounts for my heirs if I can. O...
by Jacklh
Sun Jul 29, 2018 5:50 pm
Forum: Investing - Help with Personal Investments
Topic: International Stocks – A Taxing Situation
Replies: 13
Views: 1350

Re: International Stocks – A Taxing Situation

International Socks is probably a more interesting topic and I should have left it --but I changed it it to Stocks. So far, it seems that all of the comments prefer international stocks despite the higher cost. If I decide to include international stocks, maybe I'll go for 20% of my stock allocation...
by Jacklh
Sat Jul 28, 2018 6:12 pm
Forum: Investing - Help with Personal Investments
Topic: International Stocks – A Taxing Situation
Replies: 13
Views: 1350

International Stocks – A Taxing Situation

I’m recently retired and working on my asset allocation. I’m trying to decide between using a two or three fund portfolio. After rolling over my 401k and pension lump sum into my IRA, that is my largest account followed by my Roth IRA and then my taxable account. I have always had domestic and forei...
by Jacklh
Sat Nov 19, 2016 4:38 pm
Forum: Investing - Help with Personal Investments
Topic: [How do I sell my funds during retirement?]
Replies: 11
Views: 2534

Re: [How do I sell my funds during retirement?]

How about waiting for a market dip. Then the capital gains should be less.
by Jacklh
Thu May 19, 2016 3:20 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2273
Views: 1442878

Re: The Three-Fund Portfolio

ok Taylor, now I understand this issue better. So I have a single Vanguard Target Retirement Fund in IRA account, a single Fidelity Target Retirement in employee 401k account. In taxable account I have a few slice-dice funds mostly tilted towards emerging markets and US small value stocks. I am try...