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Old 01-03-2010, 09:19 PM   #21
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Your Roth IRA is not considered a taxable account. The TR 2025 is an appropriate fund for your Roth. And you are right about the 401(k) rollover account (rollover IRA) being tax-sheltered, so a VG TR fund is just fine there as well.

Your interest-bearing checking account is a taxable account. Any account that you get a 1099DIV or 1099INT is a taxable account.
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Old 01-03-2010, 09:23 PM   #22
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Quote:
Originally Posted by LOL! View Post
Your Roth IRA is not considered a taxable account. The TR 2025 is an appropriate fund for your Roth. And you are right about the 401(k) rollover account (rollover IRA) being tax-sheltered, so a VG TR fund is just fine there as well.

Your interest-bearing checking account is a taxable account. Any account that you get a 1099DIV or 1099INT is a taxable account.
AWESOME - Thank you for such a quick reply!

Also - I am 50 and spouse is 52, was investing 60% equity and 40% bond, the TR 2025 seems a little more agressive, would you consider this (2025) to be about right for age? Hope/plan to retire in 15 years, might work PT to help supplement income after that, but nothing major.
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