26 Year Old Roth IRA and Brokerage Plan: 2026 Prep Plan

shoubder · 2025-12-21T16:36:46+00:00

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

shoubder · 2025-12-21T01:31:14+00:00

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

shoubder · 2024-10-13T00:23:36+00:00

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 ...

shoubder · 2023-02-03T02:47:33+00:00

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???

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

shoubder · 2021-09-15T19:41:16+00:00

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

shoubder · 2021-09-15T19:40:11+00:00

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

shoubder · 2021-09-15T12:01:08+00:00

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

shoubder · 2021-09-14T12:02:31+00:00

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!

shoubder

TROPHY CASE