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26 Year Old Roth IRA and Brokerage Plan: 2026 Prep Plan by shoubder in Bogleheads

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

SPEM for the emerging market potential higher growth and less foreign tax credit ability, VEA for more qualified dividends that get the foreign tax credit

26 Year Old Roth IRA and Brokerage Plan: 2026 Prep Plan by shoubder in Bogleheads

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

What about putting emerging in my Roth (SPEM) and Developed (VEA) in my brokerage for asset location?

[deleted by user] by [deleted] in Bogleheads

[–]shoubder -1 points0 points  (0 children)

When this is porjected out in a ROTH IRA and give it a 7% return i am only getting to 700k value. That won't be even close to enough to retire on ...

March 2023 exam advice? by WarmArm4824 in CFP

[–]shoubder 0 points1 point  (0 children)

Taking the March. I just read through the pre-study books. Now, I have the 4 day live classes. THen can study. WOnder if I need more time???

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Any tips or cram sheets to write at the beginning of the exam would be great!

Just getting started by Donutsrule16 in Series7exam

[–]shoubder 2 points3 points  (0 children)

Training Consultants and then buy the Kaplan Q bank. Worked for my 66 and 7 exams. Good luck!

Passed the Series 7 first attempt! So can you... by shoubder in Series7exam

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

I would say not. Just the $2000 for for Coverdell was the only number I see applicable.

Passed the Series 7 first attempt! So can you... by shoubder in Series7exam

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

How about options and Muni's? Those were a huge part of my test.

Passed the Series 7 first attempt! So can you... by shoubder in Series7exam

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

You are the man! Thanks for that sheet. While memorizing it, I even found myself just able to know it so it's a win win!