Search found 3 matches

by ottto
Sat Jan 13, 2018 3:33 pm
Forum: Investing - Help with Personal Investments
Topic: Help with Tax-Efficient Portfolio for Taxable account
Replies: 8
Views: 1682

Help with Tax-Efficient Portfolio for Taxable account

Hello Bogleheads, So far I've contributed as much as I can to my Principal 401k / Vanguard Roth IRA and I'm looking to invest money (~15,000) in a taxable account (don't worry I have emergency cash funds). I've opened an individual account via Vanguard and am looking for guidance on selecting tax-ef...
by ottto
Mon Jul 25, 2016 9:45 pm
Forum: Investing - Help with Personal Investments
Topic: New to Bogleheads: Advice on my IRA/401k situation
Replies: 7
Views: 966

Re: New to Bogleheads: Advice on my IRA/401k situation

Here are the other investment options available in my Principal 401(k) (sorted by expense %); -- Investment Options -- 0.72% : Principal LargeCap S&P 500 Index Separate Account 0.72% : MidCap S&P 400 Index Separate Account 0.72% : SmallCap S&P 600 Index Separate Account 0.76% : Fidelity Advisor Gove...
by ottto
Mon Jul 25, 2016 9:18 am
Forum: Investing - Help with Personal Investments
Topic: New to Bogleheads: Advice on my IRA/401k situation
Replies: 7
Views: 966

New to Bogleheads: Advice on my IRA/401k situation

Hi bogleheads, I'm new to the community and have been lurking for the past couple of days as I want to get a hold on my financial situation. I've started to read "The Boglehead Guide to Investing" and I'd like to get some advice on my current financial situation before making any decisions on invest...