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My wife and myself currently have only 2 funds each: 58% growth (FSKAX) and 42% income (FXNAX), both funds in both ROTHs and traditional IRAs.
Question: Should I transfer to have all growth (FSKAX) in the ROTHs with no income (FXNAX) in the ROTHs?
Counting my wife's and my own accounts together I would be able to do this and still keep our asset allocation (58/42).
We will start taking withdrawals in about a year and a half.
My wife and myself currently have only 2 funds each: 58% growth (FSKAX) and 42% income (FXNAX), both funds in both ROTHs and traditional IRAs.
Question: Should I transfer to have all growth (FSKAX) in the ROTHs with no income (FXNAX) in the ROTHs?
Counting my wife's and my own accounts together I would be able to do this and still keep our asset allocation (58/42).
We will start taking withdrawals in about a year and a half.
Statistics: Posted by CrispyLizard — Thu Aug 29, 2024 9:01 am — Replies 8 — Views 292