Search found 2 matches

by finingo
Sat Nov 16, 2019 10:09 am
Forum: Personal Investments
Topic: Portfolio Growth and Higher Tax Bracket
Replies: 2
Views: 356

Portfolio Growth and Higher Tax Bracket

Emergency funds: 6 months Debt: None Tax Filing Status: Married Filing Jointly Tax Rate: 35% Federal, 0% State State of Residence: WA Age: 32m / 37f Savings Rate: >50% Desired Asset allocation: 80% stocks / 20% bonds Desired International allocation: 38% (MSCI weighted) Current portfolio - mid six f...
by finingo
Sun Jul 09, 2017 9:58 am
Forum: Personal Investments
Topic: Portfolio Review and Roth vs Traditional 401k for New Contributions
Replies: 2
Views: 307

Portfolio Review and Roth vs Traditional 401k for New Contributions

Emergency funds: 9-12 months earning 3.5-3.7% weighted average in high yield checking Debt: 6k left on car loan at 0% Tax Filing Status: Married Filing Jointly Tax Rate: 28% Federal, 4.25% State State of Residence: MI Age: 29m / 34f Desired Asset allocation: 75% stocks / 25% bonds Desired Internatio...