We modified several brokerage specific commission free plans to make them less bloated and easier to maintain.
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: Handling a trust with highly concentrated positions April 15, 202433% tax hit > 99% potential capital loss I'm not saying the companies the trust is invested in are going to 0 but they COULD. As trustee you would be responsible for this. At the very least I would make a 5-year plan to convert the entire account (and pay the taxes) to VTI and […]HMSVictory
- Re: I think it's time for me to get back in total bond fund April 15, 2024corn18 wrote: ↑Mon Apr 15, 2024 3:29 pm Apr 2020 I pulled all of my money out of my 401k total bond index fund (which was all my fixed income in my 50/50 AA) and put it into my 401k stable value fund. I cannot remember why I did that, to be honest. It violated […]ge1
- Re: Die with Zero - opinions? April 15, 2024warner25 wrote: ↑Mon Apr 15, 2024 3:23 pm Carguy85 wrote: ↑Mon Apr 15, 2024 1:29 pm Normchad wrote: ↑Mon Apr 15, 2024 11:46 am...I’ll happily trade two awful years in a Medicaid facility for ten great, awesome, happy healthy years now... I suppose the flip side is to be a conscientious saver your whole life […]delamer
- Re: Step transactions, gift/loan, family April 15, 2024Lee_WSP wrote: ↑Mon Apr 15, 2024 3:55 pm It’s not a gift if you’re expected to do something. What would it be labeled, then? From us to the Son, we aren't expecting anything - not our concern whether he eventually pays the Parents. But the Parents to us, yes, they would expect us to turn […]dancer81
- Re: Trying to liquidate fixed income April 15, 2024josephny wrote: ↑Mon Apr 15, 2024 3:59 pm Thank you so much everyone! I don’t want to risk misstating what these are so here is one such position: ALLY FINANCIAL INC FXD TO 052026 VAR Cusip: 02005NBM1 This seems to be a perpetual bond: https://www.oblible.com/bond-US02005NBM11.htm Paying a decent amount of coupon rates, 4.7%, which is […]lakpr