Calculate your annual expected medical costs and put in FSA feds to get tax deduction.
For Vanguard, I would recommend, VWNEX, VTSAX, VSMAX, or VGHAX, and some bond mutual fund as well and try to get a stock/bond ratio of 74/26. (120-your age = stock %) and adjust stock bond/ratio once or twice a year or just invest in the same target fund as your Roth. This is pretty much what I am doing.
On Tuesday, June 6, 2017 10:50 AM, "Mike VanAmburgh mjv325@gmail.com [TSP_Strategy]" <TSP_Strategy@yahoogroups.com> wrote:
If you don't me asking, which Vanguard fund(s) is your Roth associated with?
I've been maxing a Roth IRA with USAA but I've recently realized Vanguard's fees are considerably less, and would like to move it over.
Mike
On Tue, Jun 6, 2017 at 7:52 AM, jpass12@yahoo.com [TSP_Strategy] <TSP_Strategy@yahoogroups.com> wrote:
Good morning all,
Like the title says, I've been maxing both for a few years. Since I don't know much about investing I am wondering about what other options are there to invest a little more taking into consideration the tax implications since I earn around $120,000 a year.
I've heard about health savings accounts, regular taxable accounts, muni bonds and annuities.
To those of you experts on here, what would you do if you were in my situation?
I was thinking about opening a second account with Vanguard and invest in a taxable account. I wonder if I can invest in the same Target Fund I have my Roth in.
Thanks,
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Posted by: David Joe <davidjoe80@yahoo.com>
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Neither the TSP Strategy group, nor individual members, are licensed or authorized to provide investment advice. Any statements made herein merely reflect the personal opinions of the individual group member. Please make your own investment decisions based upon your personal circumstances.
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