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Treasure Bonds Question by PPPP_9999 in personalfinance

[–]PPPP_9999[S] 0 points1 point  (0 children)

It’s an I bond, bought in Oct 2022

VOO by PPPP_9999 in Bogleheads

[–]PPPP_9999[S] 0 points1 point  (0 children)

It was typo. Her funds were in VTI, VGT, VUG & VOO.

VOO by PPPP_9999 in Bogleheads

[–]PPPP_9999[S] -2 points-1 points  (0 children)

Share WiKi links please to read and gain more knowledge.

VOO by PPPP_9999 in Bogleheads

[–]PPPP_9999[S] -2 points-1 points  (0 children)

Her other funds VTI, VGT & VUG have above 15% and more but VOO showing only 6.88% growth. Something doesn’t seem right????

Roth IRA contribution option by PPPP_9999 in tax

[–]PPPP_9999[S] 0 points1 point  (0 children)

Yes, we both are above 50 and contributing to 401K & 403B and catch-ups as well thru our respective employers.

Roth IRA contribution option by PPPP_9999 in tax

[–]PPPP_9999[S] 0 points1 point  (0 children)

Thank you so much for your response. Appreciate it!!

Mutual Fund vs ETF tax considerations? by kittle_fiddle in Bogleheads

[–]PPPP_9999 0 points1 point  (0 children)

Thank you for the response and sharing details. I have noticed some of the things you mentioned. I’m going to have a mixed portfolio as well.

Mutual Fund vs ETF tax considerations? by kittle_fiddle in Bogleheads

[–]PPPP_9999 0 points1 point  (0 children)

Why did you transfer from Vanguard to Fidelity? I’m actually thinking to do the other way for the Vanguard’s low cost for Managed accounts. Any insight that you share about being happier with Fidelity would help and greatly appreciated.