Search found 8 matches

by amucaze
Sun Feb 10, 2019 8:21 pm
Forum: Personal Investments
Topic: Portfolio Checkup + MegaBackdoor Roth?
Replies: 5
Views: 649

Portfolio Checkup + MegaBackdoor Roth?

Hi Bogleheads! I rarely post but regularly read the forums - thank you for all the great topics. Any advice or suggestions you have on my situation would be much appreciated, I'm 3 years in and thus far, following the ideas laid down in this forum and wiki have been fantastic. We continue to be bles...
by amucaze
Mon Jun 11, 2018 10:16 am
Forum: Personal Investments
Topic: Annual Portfolio Checkup
Replies: 4
Views: 670

Re: Annual Portfolio Checkup

Thanks for the support Randomizer, I'll take a closer look at why I want to have a tiny lean towards emerging and see if I can get rid of it.
by amucaze
Sun Jun 10, 2018 2:42 pm
Forum: Personal Investments
Topic: Annual Portfolio Checkup
Replies: 4
Views: 670

Annual Portfolio Checkup

Hi Bogleheads! I evaluate my portfolio annually and really appreciate some of you casting a critical eye over my choices. Any suggestions you may have on my current configuration or investment plans are much appreciated. Thanks in advance. Basics Gross income: 102K + 350K = 452K (I'm still coming to...
by amucaze
Tue May 09, 2017 12:15 am
Forum: Personal Investments
Topic: Portfolio Advice After Year 1
Replies: 9
Views: 1770

Re: Portfolio Advice After Year 1

| Name | Ticker | My IRA | Her IRA | My 401K | Her 401K | Taxable | Percentage | |-------------------------------|--------|---------|---------|---------|----------|----------|------------| | | Totals | $10,876 | $10,883 | $42,933 | $37,747 | $112,633 | 100.0% | | Vanguard Total Bond | VBMFX | | | |...
by amucaze
Thu May 04, 2017 12:15 am
Forum: Personal Investments
Topic: Portfolio Advice After Year 1
Replies: 9
Views: 1770

Re: Portfolio Advice After Year 1

Thanks for all your comments and observations. I've updated my original post (also at the bottom of this post) with a new balanced version including: - Bonds switched to stocks in IRAs - Using the Vanguard extended market fund in 'her 401K' - Moving foreign investments out to taxable to benefit from...
by amucaze
Mon May 01, 2017 12:13 am
Forum: Personal Investments
Topic: Portfolio Advice After Year 1
Replies: 9
Views: 1770

Portfolio Advice After Year 1

Hi Bogleheads! I've been following and reading for the last year and it's time for me to re-evaluate my choices. I'd appreciate any input you have, especially around my bond choices. Thanks in advance. Basics Gross income: 95K (25% tax rate) + 275k (33% tax rate) = 370K Debt: None Tax status: Marrie...
by amucaze
Mon Aug 08, 2016 10:45 pm
Forum: Personal Investments
Topic: Starting From Scratch - Advice needed
Replies: 2
Views: 615

Re: Starting From Scratch - Advice needed

Thanks Jack - that makes sense! Now that I know about Admiral funds, I guess next year I'll convert the roth funds to be the Admiral versions of the bond funds.
by amucaze
Sun Aug 07, 2016 5:52 pm
Forum: Personal Investments
Topic: Starting From Scratch - Advice needed
Replies: 2
Views: 615

Starting From Scratch - Advice needed

Hi Bogleheads! We're just starting out in the USA and need advice on investments. We plan to be here for the long haul and intend to retire in the US eventually. I have been reading all the wonderful materials you have on the wiki and have come up with the following plan. I'd really appreciate any c...