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Personal Investments • Retirement and AA advice for my 24 yr. old daughter

March 23, 2024, 7:56 pm
$
0
0
401k
VINIX

Roth IRA-
VTSAX

rollover Roth IRA-
VTSAX

taxable account-
VTSAX
Opens up the risk of accidental wash sales, with the same investment VTSAX in taxable and IRA
Yes; adjusted

401k
VINIX (S&P 500)

Roth IRA-
VOO

rollover Roth IRA-
VOO

taxable account-
VTSAX

Statistics: Posted by yogesh — Sat Mar 23, 2024 9:56 pm — Replies 58 — Views 3574

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