Author Topic: Tax advantaged Accounts.... HELP!  (Read 1486 times)

ClowdstrifEfft

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Tax advantaged Accounts.... HELP!
« on: February 09, 2017, 09:22:26 AM »
I'm configuring all of my tax advantaged accounts. I've done a lot of reading. I have yet to find an answer, or even an inkling of an idea on what strategy to go with.

Dividend or Equity based fund?!?!?!?!?!?

Can someone weigh in here. I've scoured multiple sources and just am not intelligent enough to compile the statistical data myself. I'm not worried about "Allocation". I'm a swing 100% into everything type (Maybe 150%?). Allocation is for my monies outside of "Retirement Accounts".

Long term is it better to aim more for Quantity of Shares and go for a high dividend rate or Quality of Shares and swing at the equity?

I value experience and wisdom vs. number theory. Though I love both. Please Mustachian's give me some direction. Blunders are inevitable; that doesn't mean I have to shoot myself in the foot *bang* (or worse, the face).

MDM

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Re: Tax advantaged Accounts.... HELP!
« Reply #1 on: February 09, 2017, 02:14:17 PM »
Consider Three-fund portfolio - Bogleheads and links therein.

Kroaler

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Re: Tax advantaged Accounts.... HELP!
« Reply #2 on: February 09, 2017, 02:21:49 PM »

dandarc

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Re: Tax advantaged Accounts.... HELP!
« Reply #3 on: February 09, 2017, 02:23:37 PM »

RichMoose

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Re: Tax advantaged Accounts.... HELP!
« Reply #4 on: February 09, 2017, 09:12:36 PM »
I'm configuring all of my tax advantaged accounts. I've done a lot of reading. I have yet to find an answer, or even an inkling of an idea on what strategy to go with.

Dividend or Equity based fund?!?!?!?!?!?

Can someone weigh in here. I've scoured multiple sources and just am not intelligent enough to compile the statistical data myself. I'm not worried about "Allocation". I'm a swing 100% into everything type (Maybe 150%?). Allocation is for my monies outside of "Retirement Accounts".

Long term is it better to aim more for Quantity of Shares and go for a high dividend rate or Quality of Shares and swing at the equity?

I value experience and wisdom vs. number theory. Though I love both. Please Mustachian's give me some direction. Blunders are inevitable; that doesn't mean I have to shoot myself in the foot *bang* (or worse, the face).

Which country? What's your savings rate? Are you looking to ER? How long till retirement? This can make a significant difference.

letired

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respond2u

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Re: Tax advantaged Accounts.... HELP!
« Reply #6 on: February 09, 2017, 10:53:27 PM »
Long term is it better to aim more for Quantity of Shares and go for a high dividend rate or Quality of Shares and swing at the equity?

 +1 for the Bogle 3-fund portfolio.