nnkrealtor
Recycles dryer sheets
- Joined
- Jun 8, 2005
- Messages
- 103
I have approx. 12k in an old employer plan that I am going to be rolling over into a Vanguard IRA.
My wife has a IRA with her only holding being a Target retirement 2040 fund. I really like this fund for her and was thinking about just investing my 12k into a 2040 as well
My question is this... I have also been considering doing something a little different, not much, but a little different... I have been looking at the Vanguard- Tax Managed Cap Appreciation Fund, Admiral Shares.
I realize that the 2040 Target retirement and the Tax managed fund share a lot of similarities but all I have ever done is target retirement stuff. I am not sure what the "tax managed" part of this fund refers to and am just a little hesitant to pull the trigger on something other than a target retirement.
The tax managed fund beats the pants off of the TR2040 fund in the 1-3-5 year. Is there any reason not to go with the Tax managed fund?
Can anyone give me a little insight.
Thanks
My wife has a IRA with her only holding being a Target retirement 2040 fund. I really like this fund for her and was thinking about just investing my 12k into a 2040 as well
My question is this... I have also been considering doing something a little different, not much, but a little different... I have been looking at the Vanguard- Tax Managed Cap Appreciation Fund, Admiral Shares.
I realize that the 2040 Target retirement and the Tax managed fund share a lot of similarities but all I have ever done is target retirement stuff. I am not sure what the "tax managed" part of this fund refers to and am just a little hesitant to pull the trigger on something other than a target retirement.
The tax managed fund beats the pants off of the TR2040 fund in the 1-3-5 year. Is there any reason not to go with the Tax managed fund?
Can anyone give me a little insight.
Thanks