Personal Investments • Where do we go from here, part II [Minimize taxable income, portfolio help requested]

we want a 70/30 mix. From where we are now, is there a problem with changing my company allocation from 70/30 to 50/50 until my desired allocation is met? Or would I be better off to just sell off some VTSAX and buy VBTLX?

I think the simplest way, in your tax-deferred account, is to sell VTSAX and buy VBTLX to get to 70/30, and make your contribution 70/30. If you get there via 50/50 contributions it takes longer and you have to change your contributions back later.

Statistics: Posted by mhadden1 — Tue Mar 05, 2024 4:07 pm — Replies 44 — Views 4385

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