Bogleheads.org

I suggest getting the headrest - it sounds like it fits in your budget, you'll be spending an enormous amount of time in the chair, and hopefully you'll have it a long time since these chairs are supposed to last. I recently was in a similar chair-hunting situation and opted for the Gesture with the...

What is the total short-term and total long-term capital gain or loss on the Taxable account? Advisor accounts can have a lot of buying and selling activity which, if true in your parent’s case, might mean there is very little gain to pay taxes on if everything were to be sold. Take a look at the i...

BitByBit wrote: ↑Wed Apr 15, 2020 6:58 pm
This is a very aggressive international equity allocation. Is it possible that you mean 48% VTSAX and 12% VTIAX?

Whoops! Yes, I made a copy-paste error and switched VTSAX and VTIAX. I'll edit my original post.

I am writing to request input for a parent who I am closely helping to transition away from Merrill Lynch (managed, with high fees) towards a self-managed and streamlined portfolio. I have been reading the bogleheads site and several of the recommended books for a couple years now, and have shared v...