My Asset Allocation (Part 2)

14Apr21: I edited my approach to where to put bonds, based on my post on Required Minimum Distributions. In Part 1, we discussed the first three of my six steps for asset allocation: Why are you investing? What are the goals? What broad asset categories do you want to invest in? Stocks vs bonds, US,Continue reading “My Asset Allocation (Part 2)”

US Roth IRA (Account Options)

Number 2 in the series on account options – full list is at Account Options. Edit 07Jul21: I’ve changed my view on whether Roth IRAs need to be opened before leaving the US – I no longer think that’s a requirement, although it’s logistically easier. I’ve updated the post to reflect that. Edit 13Aug21: ThereContinue reading “US Roth IRA (Account Options)”