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Personal Investments • 403b choice --- one fund/three fund/brokerage link

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I know the contribution now will make almost zero difference
Are you able to fully contribute to the max ($23,000)? Can you make Roth contributions? (Can you perform in-plan Roth conversions?)

This choice might make the biggest cumulative difference in your portfolio's history. Don't disparage these days of small beginnings.

You're offered VIIIX, an institutional fund that tracks S&P500 with with an investment minimum of $100,000,000, and an Expense Ratio of two basis points. It's rare you'll find that as an option, keep it simple with 100% VIIIX.
I can’t contribute to the max but I can do Roth contributions if I want.
Do you think I need to complete the 500 index with then extended market? If not it should be like 500 index plus 20% intl.

Statistics: Posted by frankenstein — Mon Sep 16, 2024 11:15 pm — Replies 3 — Views 116



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