Search found 8 matches

by collen
Sun Feb 16, 2020 2:09 pm
Forum: Personal Investments
Topic: New Rollovered 401K balanced or not?
Replies: 4
Views: 286

Re: New Rollovered 401K balanced or not?

Good to know. I have a lot of learning to do and much appreciate your time.
by collen
Sat Feb 15, 2020 5:53 pm
Forum: Personal Investments
Topic: New Rollovered 401K balanced or not?
Replies: 4
Views: 286

Re: New Rollovered 401K balanced or not?

Many Thanks retired@50 ...I knew something was off (besides me :)
by collen
Fri Feb 14, 2020 2:05 pm
Forum: Personal Investments
Topic: New Rollovered 401K balanced or not?
Replies: 4
Views: 286

New Rollovered 401K balanced or not?

Hi everyone...Sorry for stumbling through this. I think I have all the needed data except I'm having a hard time seeing how much Wealthfront and Vanguard's fees are -- I must be looking in all the wrong places. I retired one year ago at 62 but only recently rolled over my 401k. I am not drawing SSA ...
by collen
Tue Feb 11, 2020 11:14 pm
Forum: Personal Investments
Topic: Newly RolledOver 401k balancing REVISED POST with all data
Replies: 2
Views: 205

Newly RolledOver 401k balancing REVISED POST with all data

Hi everyone...Sorry for stumbling through this. I spent time doing an investment plan and gathering all my funds into one spreadsheet and figuring out how to post the data into message (it was difficult to figure out and I still didn't get it although I read the posts regarding this). I think I have...
by collen
Tue Jan 07, 2020 8:23 pm
Forum: Personal Investments
Topic: investing Schwab MM funds
Replies: 5
Views: 858

Re: investing Schwab MM funds

Thanks...I've got some work to do :)
by collen
Tue Jan 07, 2020 2:58 pm
Forum: Personal Investments
Topic: investing Schwab MM funds
Replies: 5
Views: 858

investing Schwab MM funds

Hi everyone...I retired early last year and let my 401k sit until recently. When I rolled over to Schwab IRA, I now have 150k in cash and money market accounts, but I can't seem to find what this really means. If the cash is in a sweep account, then it's only earning 0.06% interest. But I can't find...
by collen
Thu Oct 11, 2018 1:48 pm
Forum: Personal Investments
Topic: Time to sell international funds in 401k
Replies: 10
Views: 1656

Time to sell international funds in 401k

Hi...my workplace Schwab 401k seems to be doing poorly this year with personal rate of return now at -1.66 (Modified Dietz) as of yesterday. My temperament is moderately conservative with plans to retire at the end of this year or at the end of Q1 2019; I'm 62. I have a couple of international funds...