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Message
Vanguard Roth IRA
Posted on 4/6/14 at 12:14 pm
Posted on 4/6/14 at 12:14 pm
Opening the account in a few weeks with @ $13,000. 20-25 year horizon with moderate risk tolerance; really like blue chip stocks for long term investments. Any allocation / specific fund suggestions? THANKS. FM
3
Posted on 4/6/14 at 12:16 pm to FlowMaster
quote:
20-25 year horizon with moderate risk tolerance; really like blue chip stocks for long term investments.
I like VEIPX for this profile.
This post was edited on 4/6/14 at 12:35 pm
Posted on 4/6/14 at 12:30 pm to FlowMaster
quote:
Opening the account in a few weeks with @ $13,000.
Rolling over from somewhere else?
Posted on 4/6/14 at 12:33 pm to Lsut81
Yes, rolling over from an Ameriprise Roth IRA account.
Posted on 4/6/14 at 12:39 pm to FlowMaster
Hijack, but is the max you can rollover to a Roth? My tax bracket will never be lower more than likely, and I will be rolling over a state retirement account of my wife's.
Posted on 4/6/14 at 12:42 pm to GeauxTigers777
Here's kind of where I am headed:
35% - VEIPX - blue chip stock index
15% - VWIGX - international
15% - VGSIX - real estate index
20% - VBMFX - bond
15% - VBR - small cap
35% - VEIPX - blue chip stock index
15% - VWIGX - international
15% - VGSIX - real estate index
20% - VBMFX - bond
15% - VBR - small cap
Posted on 4/6/14 at 1:02 pm to FlowMaster
VEXMX is a great small/mid cap combo fund. It's been my best performer over the past couple of years.
Posted on 4/6/14 at 1:16 pm to FlowMaster
With only $13,000, I would consider focusing on a single heavily diversified (likely index) fund so I can take advantage of lower cost Admiral share funds.
This post was edited on 4/6/14 at 1:18 pm
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