Search found 5 matches

by Lodgehunter
Sun Feb 10, 2019 4:43 pm
Forum: Personal Investments
Topic: Vanguard website help? Opening IRA specific.
Replies: 2
Views: 173

Vanguard website help? Opening IRA specific.

I opened an account for my wife and me last summer. I am trying to open a traditional IRA for each of us. I was finally able to get one open for me. Whenever I try to open a second one for my wife it fills in my name and I can never select her name. Any advise. When I opened the account I put all th...
by Lodgehunter
Mon Jan 14, 2019 11:58 am
Forum: Personal Investments
Topic: VTSMX in taxable and wanting to to Backdoor Roth?
Replies: 10
Views: 498

Re: VTSMX in taxable and wanting to to Backdoor Roth?

I did not mean to confuse. The taxable is under 10 k. I have 11k of new money to move in to finally get the Roth started. I have been reading a lot. Just trying to do it correctly and calling someone that works on fees for advice bothers me. I feel we should be further along. Both kids are done with...
by Lodgehunter
Mon Jan 14, 2019 9:05 am
Forum: Personal Investments
Topic: VTSMX in taxable and wanting to to Backdoor Roth?
Replies: 10
Views: 498

Re: VTSMX in taxable and wanting to to Backdoor Roth?

Yes. What livesoft posted was my concern. That is why I set dividends to the MM account. My account is small in boglehead land. So as long as I keep my TLH more then 31 days from any dealing with any Roth accounts I should be good? Our 401ks are with fidelity. I was trying to make this as simple as ...
by Lodgehunter
Mon Jan 14, 2019 8:23 am
Forum: Personal Investments
Topic: VTSMX in taxable and wanting to to Backdoor Roth?
Replies: 10
Views: 498

VTSMX in taxable and wanting to to Backdoor Roth?

I started a taxable last fall with the dividends going to the MM account. I am finally going to start a Backdoor Roth also in VTSMX. I wanted to make sure that this was proper and not going to cause issues? I will only do the Backdoor once a year. So 5500x2 for spouse and I(2018). Save up and do 6k ...
by Lodgehunter
Wed Aug 22, 2018 12:52 pm
Forum: Personal Investments
Topic: Roth and taxable investment advice needed.
Replies: 1
Views: 294

Roth and taxable investment advice needed.

I would like to thank everyone for taking time to open and giving advice. I have been reading here for a long time and I have reached the point of saturation. Emergency fund: yes 6-9 months Debt: home 270k 3.875% 15 years left Tax filing status: MFJ Tax rate: 22% Fed , 5% state State of Residence: A...