I am 42. House is paid off. Plan is to retire in 12 years. Income is peaking the last few years and hope for it to continue. Is the Allocation to aggressive?
I have a rollover 401k and Joint mutual with wife with one company worth 160k.
I have an active 401k worth 250k with another. Rebalance or just keep putting money in the accounts and stop thinking about it? Thank you for your feedback!
Rollerover 401k and Mutual Fund account Value 160k
US Equities
64.32 %
Non-US Equities
31.07 %
Fixed Income
1.05 %
Real Estate & Tangibles
0.00 %
Alternative Investments
0.00 %
Non-Classified
0.11 %
Cash & Cash Alternatives
3.45 %
Work 401k Value 240k
Small/Mid US Equity 25%
International Equity 25%
Large US Equity 36%
Fixed Income 14%
I have a rollover 401k and Joint mutual with wife with one company worth 160k.
I have an active 401k worth 250k with another. Rebalance or just keep putting money in the accounts and stop thinking about it? Thank you for your feedback!
Rollerover 401k and Mutual Fund account Value 160k
US Equities
64.32 %
Non-US Equities
31.07 %
Fixed Income
1.05 %
Real Estate & Tangibles
0.00 %
Alternative Investments
0.00 %
Non-Classified
0.11 %
Cash & Cash Alternatives
3.45 %
Work 401k Value 240k
Small/Mid US Equity 25%
International Equity 25%
Large US Equity 36%
Fixed Income 14%
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