Search found 4 matches

by ClassOf2021
Sat Feb 20, 2021 7:06 am
Forum: Personal Investments
Topic: Stable value fund vs Total Bond
Replies: 10
Views: 1154

Re: Stable value fund vs Total Bond

I recently retired and took a pension lump sum. I have retained my 401k which has a stable value fund. Instead of investing my lump sum as heavily in bonds, I shifted my 401k to stable value and added equities with the lump sum. My total allocation for now is 50/25/25 for equities/bonds/stable value.
by ClassOf2021
Sat Feb 20, 2021 6:42 am
Forum: Personal Finance (Not Investing)
Topic: Which ideas or strategies that helped you discover through Bogleheads?
Replies: 48
Views: 3069

Re: Which ideas or strategies that helped you discover through Bogleheads?

Handsdown Roth Backdoor IRA and Mega Backdoor IRA would be most useful ideas that I read and became comfortable. Others are well known such as Total Index strategies according to your risk appetite. I don't recall how I discovered this website. I wish I had learn about this website a day after my f...
by ClassOf2021
Mon Dec 21, 2020 6:57 am
Forum: Personal Finance (Not Investing)
Topic: What is the Worst Financial Decision/Mistake You Have Made?
Replies: 230
Views: 18400

Re: What is the Worst Financial Decision/Mistake You Have Made?

I’ve made lots of little financial mistakes but learned from them. Always have been pretty financially conservative and my biggest mistakes have been, in retrospect, were passing by opportunities where I should have known better. For example, missing out on back door and mega back door Roths when th...
by ClassOf2021
Sat Dec 19, 2020 10:22 am
Forum: US Chapters
Topic: Roll Call for the Retirement Class of 2021!
Replies: 180
Views: 18890

Re: Roll Call for the Retirement Class of 2021!

This is my first post, and I’m so glad to be part of the class of 2021 that I picked that as my name.

Retiring 2/1/2021, age 63, 35 years in mega-Corp.