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re: Recommendations on index funds for taxable account?
Posted on 10/30/14 at 11:31 am to Books
Posted on 10/30/14 at 11:31 am to Books
quote:
Admiral shares are do-able in this case. Regarding bonds, I guess I can hold the proper amount desired in Roth relative to the whole portfolio.
That's what a lot of people do. Shift stock ETFs to taxable and let bonds make up their ROTH. Fill in the gaps to reach whatever percentage allocations you like.
3
Posted on 10/30/14 at 11:57 am to Teddy Ruxpin
My taxable account (such as it is) has really "safe" investments. I don't want a ton of risk since I may need to withdraw at any moment. 401k/IRA is different since any short term losses are irrelevant; that money's not being touched for decades.
Posted on 10/30/14 at 3:09 pm to Teddy Ruxpin
Would someone that's holding long term w/ no plans to trade other than annual re-balancing benefit from ETF's?
Posted on 11/1/14 at 10:50 am to Teddy Ruxpin
quote:100% of my wife and my Roth IRAs are in stock mutual funds. No bonds in the Roth. Historically, stocks increase their value more than bonds. I want the biggest increases to be tax free.
Shift stock ETFs to taxable and let bonds make up their ROTH
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