Search found 6 matches

by CxInvest
Wed Jan 30, 2019 12:58 am
Forum: Personal Investments
Topic: [Split into taxable / non-tax advantage accounts]
Replies: 14
Views: 873

Re: [Split into taxable / non-tax advantage accounts]

Again though I'm not a huge fan of the oversimplified investment options available for 401K. I think you're conflating simplicity with lack of sophistication/diversification. If you really think you're a sophisticated investor, go ahead and play the market. Just know the downside risks, and keep in...
by CxInvest
Tue Jan 29, 2019 4:28 pm
Forum: Personal Investments
Topic: [Split into taxable / non-tax advantage accounts]
Replies: 14
Views: 873

Re: [Split into taxable / non-tax advantage accounts]

@ 02nz: Thanks. Again though I'm not a huge fan of the oversimplified investment options available for 401K. Since I'm going to run single stocks at a certain % of my overall portfolio, it makes the most sense to do that in tax friendly or deferred accounts. 401K's (at least not in my experience) do...
by CxInvest
Tue Jan 29, 2019 10:03 am
Forum: Personal Investments
Topic: [Split into taxable / non-tax advantage accounts]
Replies: 14
Views: 873

Re: [Split into taxable / non-tax advantage accounts]

Do you guys have any knowledge base of variability in performance of the different larger index funds (e.g. S&P / Total Market / Emerging) ? Obviously there will be differences because they won't all be built the same. I was just curious if any had majorly outperformed the other similar fund builds ...
by CxInvest
Thu Jan 10, 2019 7:26 pm
Forum: Personal Investments
Topic: [Split into taxable / non-tax advantage accounts]
Replies: 14
Views: 873

Re: [Split into taxable / non-tax advantage accounts]

Hey radiowave thanks for chiming in and the warm welcome. I'm just looking more of a number crunch assessment from those experienced with brokerages such as Fidelity / Schwab vs. a Vanguard. Vanguard seems to have a history / reputation for being more tax friendly which is the only reason I was real...
by CxInvest
Thu Jan 10, 2019 6:36 pm
Forum: Personal Investments
Topic: [Split into taxable / non-tax advantage accounts]
Replies: 14
Views: 873

Re: Fidelity, Schwab, or Vanguard

Welcome to the forum :) . Hello all. I'm about to open an IRA and an individual brokerage account. So I'll keep it brief. I just wanted to pick these brains of those few on the thread here that are talking splitting accounts for tax / non tax advantage accounts. I did all the homework I'm going to ...
by CxInvest
Thu Jan 10, 2019 2:45 pm
Forum: Personal Investments
Topic: [Split into taxable / non-tax advantage accounts]
Replies: 14
Views: 873

[Split into taxable / non-tax advantage accounts]

[Moved into a new thread from: Fidelity, Schwab, or Vanguard --admin LadyGeek] Hello all. I'm about to open an IRA and an individual brokerage account. So I'll keep it brief. I just wanted to pick these brains of those few on the thread here that are talking splitting accounts for tax / non tax adv...