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Jmasa

Jmasa
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  • Handling Retirement Savings In A Taxable Account [View article]
    You are thinking carefully about what you are doing, I am about ten years ahead of you in a similar line of work. Some suggestions, The 20% in your DB plan can act as your Bond diversification, with current bond yields you may want to consider holding a more diversified mix in the 401k. REIT's and dividend growth Mutual funds or ETF's may be worthwhile and would avoid Taxation.
    You should be maxing out a 'backdoor' Roth IRA every year as over time this will provide you a valuable, more controllable and especially TAX FREE environment to utilize option leverage!
    You may want to consider selectively selling LEAP Puts to acquire high quality stocks or ETF's when they are felt to be at temporary low's.
    You may want to see if your 401k allows an SDBA (Self Directed Brokerage Acct.) option as this would provide greater investment flexibility on your part.
    Mar 2, 2015. 12:44 AM | 3 Likes Like |Link to Comment
  • Treasury: Catastrophe awaits if debt ceiling not raised [View news story]
    We should not allow the Politicians to gerrymander their districts as the result creates Politicians that are too polarized to compromise enough to conduct the country's business.
    If they won't compromise enough to prevent the default of US debt they should all be thrown out of office!!!
    Oct 3, 2013. 10:30 PM | 1 Like Like |Link to Comment
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