Well, there goes our 5 year plan for FIRE. DW just lost her job in a company buyout so it looks like our plans and dreams for RE will have to be delayed even longer.
Anyway, her former company advises that she must roll over her 401K. I am looking for suggestions on where we might put this money.
Right now she has and IRA with Vanguard that looks like this:
Wellington VWELX 17%
Equity Income VEIPX 23% This is a R/O IRA
Growth & Income VQNPX 20% This is a R/O IRA
500 Index VFINX 22% This is a R/O IRA
Windsor II VWNFX 18%
It probably doesn't make any difference but the three accounts that are R/O are from a previous 401K that had to be moved. The other two accounts are IRA funded by DW with after tax $.
Should we add to any of these existing accounts? Can you recommend something else? Do you think anything should be rebalanced at this time in the accounts above?
We expect that we would not start drawing on these IRA funds for at least 6 years.
Thank you for any suggestions.
Anyway, her former company advises that she must roll over her 401K. I am looking for suggestions on where we might put this money.
Right now she has and IRA with Vanguard that looks like this:
Wellington VWELX 17%
Equity Income VEIPX 23% This is a R/O IRA
Growth & Income VQNPX 20% This is a R/O IRA
500 Index VFINX 22% This is a R/O IRA
Windsor II VWNFX 18%
It probably doesn't make any difference but the three accounts that are R/O are from a previous 401K that had to be moved. The other two accounts are IRA funded by DW with after tax $.
Should we add to any of these existing accounts? Can you recommend something else? Do you think anything should be rebalanced at this time in the accounts above?
We expect that we would not start drawing on these IRA funds for at least 6 years.
Thank you for any suggestions.