Talk:Prioritizing investments

Add HSA between employer 401(k) up to match and IRA
With more people being enrolled in HDHP and HSAs, the consensus I read is that a HSA has all the benefits for Roth IRA and Traditional IRA in one vehicle. Therefore it seems that HSA should come between #1 and #2, if the person has one. I'd like to add this unless others object. --Hoppy08520 12:09, 16 February 2014 (CST)

I went ahead and did this, after reading a thread in Bogleheads where the consensus was that this is the right advice. http://www.bogleheads.org/forum/viewtopic.php?f=1&t=133142 --Hoppy08520 12:00, 17 February 2014 (CST)

Sidebar suggestion
Would a sidebar based on this article be of interest? It could contain pages corresponding to the steps in the Funding priority section (in that order).--Okwriter 05:58, 9 July 2021 (EDT)


 * If you mean something that looks like the flowchart shown in Backdoor Roth but in a vertical layout, sure. Pictures can only help. Having the Emergency fund at the top of the chart will do wonders to make the point. I wouldn't link to the wiki pages inside the flowchart.


 * The idea is to see the picture, then force them to read the text to understand the concepts. Hyperlinking inside the flowchart means they won't read the content.


 * In mobile view (the majority of our readers), the flowchart won't appear as a sidebar. Instead will appear before the text and readers won't see the text. I think it's better they're forced to scroll down to read the content. Then, they can jump to the related page.
 * --LadyGeek 09:41, 9 July 2021 (EDT)


 * Yes, a flowchart sounds good, I'll make one.


 * What I meant was a sidebar template to insert in all the other articles, to link them to this one. (Example from Wikipedia. It has both a sidebar and a bottom navbox, with the sidebar being a smaller, more selective list.) A potential title could be "Prioritizing investments". It won't appear in mobile view, but Wikipedia still uses it as a supplementary method to inter-connect articles.
 * --Okwriter 13:14, 9 July 2021 (EDT)


 * OK, now I see your intention. We removed those sidebars in favor of navigation menus. The documentation is here Bogleheads:Navigation templates and you can find additional discussions in the private wiki editor's forum (search for "navigation menu"). The main concern is that the sidebars intrude into the content area when using a mobile device. Additionally, having more than a few links becomes unusable.


 * I've taken a different approach than Wikipedia. A few years ago, Wikipedia decided to stop displaying the navigation templates in mobile view. Many of the "smaller" wikis complained, but that was the decision. I've preserved the template for mobile view. Navbox goes to Module:NavboxMobile. My detailed explanation is why I instead suggest creating a navigation menu similar to Bogleheads investing start-up kit


 * --LadyGeek 15:06, 9 July 2021 (EDT)


 * I see. Btw, perhaps this is a bug, but I don't see a big difference from Wikipedia. In mobile view, the bottom navbar templates seem mostly hidden to me. They appear when you expand the last section (References) of the articles, but since sections auto-collapse, the default is that it's hidden. I imagine readers don't usually click on the last section. --Okwriter 16:02, 9 July 2021 (EDT)

Yes, it's a "feature" of the mobile UI. Not much I can do about that. However, it's much better than not having one at all. --LadyGeek 16:10, 9 July 2021 (EDT)


 * As you suggested, I've created a navigation menu: Template:Prioritizing investments.
 * I still think this may be one of the few exceptions to the sidebar guideline: it has a small number of links, and it's important enough that we may actually want the reader to look at it before reading an article (e.g. taxable account), even in mobile view. It also fits naturally to the vertical orientation. But if there's no consensus on this, the navbox version can still be useful.
 * --Okwriter 16:46, 9 July 2021 (EDT)


 * Now that I see the navigation menu Template:Prioritizing investments, I'm wondering if this is the appropriate template. Both the sidebar and navigation menu are intended to do one thing - navigate the wiki via hyperlinks. You've replaced the left-side categories with a process flow. Implementing this with the sidebar has the same intent.


 * I think a flowchart would serve the intended purpose. Perhaps this should be discussed in the private wiki editor's forum. You'll get a much broader audience and hopefully come up with a solution. BTW, if you want the template deleted just put Delete at the top of the page and an admin can take care of it. The template would be a good example for a forum discussion.


 * --LadyGeek 17:04, 9 July 2021 (EDT)