Hi folks,
I have saved a little nest egg and want to now start making plans on how to have it safely grow.
Current balances
401k - 600k
Roth - 270k
Individual account - 700k
What are some investment funds/ETFs that I can put/move money to have it continue grow? As year end, want to rebalance
Age - 40
TC - 350k
Yearly savings 100k
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comments
In the current policy cycle, we’ve got an environment that encourages putting your money in equities, which it looks like you’re already doing. What are you currently holding in your taxable (700k)?