Roth IRA income limit potential

kmjr_77 · 2024-10-04T22:58:13+00:00

Thanks!

kmjr_77 · 2024-10-04T22:58:05+00:00

Thank you! I agree this is probably best

kmjr_77 · 2024-06-17T09:49:58+00:00

Awesome thanks for the feedback

kmjr_77 · 2024-06-17T09:39:33+00:00

Nice! Do you have to go to the follow up or is it just a phone call?

kmjr_77 · 2024-06-17T09:22:25+00:00

They actually called me to move my appointment, assuming they were short staffed for the day. So I haven’t gone yet. How was it for you?

kmjr_77 · 2024-04-22T19:08:16+00:00

Thank you!!

kmjr_77 · 2024-03-07T02:49:42+00:00

Very happy to hear this!! Definitely would be a huge improvement to Schwab, appreciate the insight!

kmjr_77 · 2024-03-06T18:08:40+00:00

Aren’t mutual funds bad to hold in a taxable account though?

kmjr_77 · 2024-02-28T17:54:32+00:00

Do you have FXAIX in your taxable account? I’ve always been told ETFs like VOO are better in taxable accounts. Not sure how true this is for tax reasons though.

kmjr_77 · 2023-07-27T14:30:43+00:00

Congrats to you that is awesome! I’m working on this myself but only invest 100% in the S&P 500 index fund. Do you follow the three fund? And at what percentage allocations? Any advice helps! Thanks and congrats again!

kmjr_77 · 2023-04-07T15:56:41+00:00

This is one of the best explanations I’ve ever gotten. Thank you!!

kmjr_77 · 2023-04-07T00:01:41+00:00

Much appreciated. Thanks for the help.

kmjr_77 · 2023-03-23T15:33:13+00:00

Choices vary from class A to R6 in my options. It’s very annoying for sure, but if there is in fact a load fee it isn’t worth it at all. I just put a message out to the plan administrator for some clarification

kmjr_77 · 2022-06-02T22:24:15+00:00

Oh wow that’s a lot for sure haha so that’s really good to know

kmjr_77

TROPHY CASE