401k Investment Elections

Office Hours
#1

Hi Jeremy,

I wanted to diversify my portfolio to grow the retirement account. I am 34, what do you think about the below selections.

Funds Percent
Vanguard Trgt Ret 2035 19%
Vanguard Trgt Ret 2050 25%
Vanguard Trgt Ret 2055 10%
Vanguard Instl 500 Index Trust 16%
Vanguard Small Cap Index Fund 10%
Vanguard Ins Tot Int Stk Index 20%

Contribution Rate
Before-Tax Contribution Rate 10%
Roth 401k Contribution Rate 6%
After-Tax Contribution Rate 10%

Also, I have:
Fidelity Roth Account
Fidelity Rollover IRA Account
Vanguard Brokerage Account

Thanks in advance for your recommendations!

#2

Hi @Frank_Adarkwa_Yiadom!

I’ll cover this in tonight’s office hours (7/14/2021) with the recording available afterwards on the course site!

If you’re not signed up for office hours, you can sign up here.

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