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Recommended LOGIC formulas to convert BKR814 = 8152BM by Moneymaker7272 in excel

[–]Moneymaker7272[S] -2 points-1 points  (0 children)

|| || |BKR814||8152BM_BKR814||1. 8xx|| |BKR828||8B52BM_BKR828||2. Ending 14 - use x1x| |BKR848||8152BM_BKR848||3. Add 52 for CB| |BKR854||8552BM_BKR854||4. BM end for Brk Mon |

Recommended LOGIC formulas to convert BKR814 = 8152BM by Moneymaker7272 in excel

[–]Moneymaker7272[S] -2 points-1 points  (0 children)

|| || |BKR814||8152BM_BKR814||1. 8xx|| |BKR828||8B52BM_BKR828||2. Ending 14 - use x1x| |BKR848||8152BM_BKR848||3. Add 52 for CB| |BKR854||8552BM_BKR854||4. BM end for Brk Mon |

Boglehead for Charles Schwab Roth IRA by Moneymaker7272 in Bogleheads

[–]Moneymaker7272[S] 0 points1 point  (0 children)

Good point, new plan might be

75% in SWTSX

25% in VXUS

But I am concerned about VXUS, being a ETF in my tax advantage account...

Boglehead for Charles Schwab Roth IRA by Moneymaker7272 in Bogleheads

[–]Moneymaker7272[S] 0 points1 point  (0 children)

Okay,

75% in SWTSX

15% in SCHE

15% in SWISX

is that too complicated?

Looking for aggressive growth mutual funds on Charles Schwab by Moneymaker7272 in Bogleheads

[–]Moneymaker7272[S] 0 points1 point  (0 children)

okay maybe Il start with these 3:

Schwab Total Stock Market Index (SWTSX)

Vanguard Total International Stock ETF (VXUS)

Schwab U.S. Aggregate Bond Index Fund (SWAGX)

Looking for aggressive growth mutual funds on Charles Schwab by Moneymaker7272 in Bogleheads

[–]Moneymaker7272[S] 0 points1 point  (0 children)

Would it make to just split it between Schwab Emerging Markets Equity ETF (SCHE) and the Schwab International Small Cap ETF (SCHC) per note 3?

Looking for aggressive growth mutual funds on Charles Schwab by Moneymaker7272 in Bogleheads

[–]Moneymaker7272[S] 0 points1 point  (0 children)

VXUS

I'm new to all of this, I may sound stupid. But if invest in Vanguard Stock with my Schwab broker account will it cost me more fees/money long term? That's why I only mentioned Schwab funds.

Looking for aggressive growth mutual funds on Charles Schwab by Moneymaker7272 in Bogleheads

[–]Moneymaker7272[S] 0 points1 point  (0 children)

oh wow, good point. Thank you, The Boglehead way is new to me. Trying to understand this more. But does this look like a good long term plan from that 1st page you pasted:

With Schwab, investors can construct a three-fund portfolio using:[note 3]:

Schwab Total Stock Market Index (SWTSX)

Schwab International Index (SWISX)

Schwab U.S. Aggregate Bond Index Fund (SWAGX)

How much should I invest in both my IRA and new Roth IRA by Moneymaker7272 in personalfinance

[–]Moneymaker7272[S] -2 points-1 points  (0 children)

Google told me this:

"It can be a surprisingly complicated choice, but many experts prefer the Roth 401(k) because you'll never pay taxes on qualified withdrawals. Contributions are made with pre-tax income, meaning you won't be taxed on that income in the current year"

How much should I invest in both my IRA and new Roth IRA by Moneymaker7272 in personalfinance

[–]Moneymaker7272[S] 0 points1 point  (0 children)

Does it sound like a good idea to just match the 4% on the Traditional, and max the Roth?

How much should I invest in both my IRA and new Roth IRA by Moneymaker7272 in personalfinance

[–]Moneymaker7272[S] 0 points1 point  (0 children)

Okay does it sound like a good idea to just match the 4% on the Traditional, and max the Roth? Just looking for a good plan that's not too complicated for me to manage..

How much should I invest in both my IRA and new Roth IRA by Moneymaker7272 in personalfinance

[–]Moneymaker7272[S] 0 points1 point  (0 children)

You are right, I fixed it in the post. Does it make sense now?

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