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![celebrate :sharebeer]()
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

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