We propose a core satellite portfolio solution to 401k accounts that have active constant new contributions.
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: $76,000 Gold Rolex Purchase - how useful as an investment with hopes of gains in value? April 16, 2024KBR wrote: ↑Mon Apr 15, 2024 3:15 pm watchnerd wrote: ↑Mon Apr 15, 2024 9:03 am KBR wrote: ↑Mon Apr 15, 2024 8:40 am whiterabbit66 wrote: ↑Mon Apr 15, 2024 7:58 am FireSekr wrote: ↑Thu Apr 11, 2024 5:59 pm I work in tech. There are tons of techies in their 20s and 30s who […]whiterabbit66
- Re: The cost of not using credit cards with rewards? April 16, 2024bltn wrote: ↑Tue Apr 16, 2024 3:37 am The same with us in our area. These restaurants that charge a fee for getting a payment with a credit card are often the ones that charge a 20% handling fee (tip) for takeout orders. We don t go to those places. That's one solution, certainly. I […]madbrain
- Re: Flexibility in portfolio withdrawals – how much flexibility is enough? April 16, 2024While different retirees will each have their own unique set of circumstances, there may be some general principles as to whether a retiree has the need for and the ability to adopt flexibility in portfolio withdrawals by looking at some relatively simple cases. In this analysis, it is assumed that the retiree has an initial […]StillGoing
- 529 Withdrawals for K-12 Tuition April 16, 2024Hi All, I need to make 529 plan withdrawals to pay for K-12 tuition for the 2024-2025 school year. I'm looking for any comments on my plan to make sure I do not hit a snag. Relevant Details - Tuition is paid in two installments - One in May 2024 and one in October 2024 […]RandomGuyOnInternet
- Re: Die with Zero - opinions? April 16, 2024maroon wrote: ↑Tue Apr 16, 2024 3:05 am Hebell wrote: ↑Mon Apr 15, 2024 1:42 pm I want to die with $1,000,000 left. That keeps me under the estate tax threshold anywhere, and gives me a cushion if I have expensive end of life bills. If I don't have those expenses, then it can go […]madbrain