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Personal Investments • New here, some questions

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Hi all, reading a lot of good information here
I am 60 years old, living in SF CA, no mortgage, no car payments, all kids done with college and out of the house,
rental income around $4000
Self employed $6000
and planning retirement maybe at 67 and I have:

Roth IRA $200k (still making max contributions) … VTSAX vanguard total stoke market

Traditional IRA $330k (not making any contributions)… VTSAX

Simple IRA $125k (still making max contributions …. VTSAX

Brokerage
$300k/$300k… VTSAX/VFIAX vanguard 500 index … making contributions when possible

My question is for the brokerage account,
Should I transfer to one fund?
or keep the same allocation?

Thanks in advance :sharebeer

Statistics: Posted by serranosjc — Sat Apr 27, 2024 1:08 pm — Replies 5 — Views 380



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