Search found 3 matches

by DEBLM1419
Sun Feb 10, 2019 7:38 pm
Forum: Personal Investments
Topic: Parting ways with my broker. What next?
Replies: 2
Views: 576

Parting ways with my broker. What next?

I currently hold a tIRA with a broker who I will soon be parting with. All proceeds used to fund the tIRA were deductible and I received a tax benefit for several years as a result. The tIRA is nearly entirely composed of UITs that will be maturing later this week, and, as a result I will have ~$20,...
by DEBLM1419
Sat Jan 06, 2018 5:58 pm
Forum: Personal Investments
Topic: Exiting UIT Purgatory for a Novice Boglehead
Replies: 4
Views: 674

Re: Exiting UIT Purgatory for a Novice Boglehead

Thank you for your helpful responses. Below is some additional information based on follow up questions I received: 1) After taking out my current wedding reserves from my asset allocation, my true asset allocation at this time is: Total Current Asset Allocation ~2.75% cash ~97.25% equities (Exclusi...
by DEBLM1419
Fri Dec 29, 2017 5:17 pm
Forum: Personal Investments
Topic: Exiting UIT Purgatory for a Novice Boglehead
Replies: 4
Views: 674

Exiting UIT Purgatory for a Novice Boglehead

The Basics Emergency funds: > $10,000 [~3-4 months of living expenses] Debt: Student Loans $16,327 – 6.8% interest rate $3,552 – 1.78% interest rate Tax Filing Status: Single; Will change to Married in October, uncertain if we will be file jointly for our next tax returns Tax Rate: 28% Federal, 5.5...