knucklehead 61
Recycles dryer sheets
- Joined
- Nov 3, 2008
- Messages
- 169
quick stats:
401k around $800k (all mutual funds)
taxable accounts around $350k (all mutual funds)
iras & an annuity (barf) around $110k
misc. other accounts approx $75k
various real estate rentals (equity value) approx $700k
i plan to pull the plug on my career in about 4 or 5 years, as soon as fire calc says i am 100% good-to-go.
i max out my 401k every year (approx 48.5k this year)
i make extra principal payments to the rentals from time to time, approx 10-15k / yr.
i try & add 2-5k / mo into the taxable accounts (all mutual funds) & am pretty well diversified.
i would like to dip my feet into some vanguard funds with my after tax monthly surplus cash flow before just jumping in head first.
(both my 401k & taxable accounts are at Merrill lynch...i know, i know )
but am not sure of which funds to open & set on auto pilot monthly investing.
let the flaming, i mean advice begin!
401k around $800k (all mutual funds)
taxable accounts around $350k (all mutual funds)
iras & an annuity (barf) around $110k
misc. other accounts approx $75k
various real estate rentals (equity value) approx $700k
i plan to pull the plug on my career in about 4 or 5 years, as soon as fire calc says i am 100% good-to-go.
i max out my 401k every year (approx 48.5k this year)
i make extra principal payments to the rentals from time to time, approx 10-15k / yr.
i try & add 2-5k / mo into the taxable accounts (all mutual funds) & am pretty well diversified.
i would like to dip my feet into some vanguard funds with my after tax monthly surplus cash flow before just jumping in head first.
(both my 401k & taxable accounts are at Merrill lynch...i know, i know )
but am not sure of which funds to open & set on auto pilot monthly investing.
let the flaming, i mean advice begin!