Hi everyone,
I’m looking for some feedback on a 401(k) allocation recommended by my company’s financial advisor (which I’m currently following). The suggested allocation is:
** 30% to the Vanguard Target Retirement 2050 Fund (VFIFX)
** 50% to Vanguard 500 Index Admiral (VFIAX)
** 20% to Vanguard Growth Index ETF (VUG)
I currently have a Roth IRA with Fidelity, where I’m allocated 90% to FXAIX and 10% to FZILX.
Are there any adjustments you’d recommend to optimize the 401(k) allocation for growth or diversification? Any insights would be appreciated!
Thanks in advance!
I’m looking for some feedback on a 401(k) allocation recommended by my company’s financial advisor (which I’m currently following). The suggested allocation is:
** 30% to the Vanguard Target Retirement 2050 Fund (VFIFX)
** 50% to Vanguard 500 Index Admiral (VFIAX)
** 20% to Vanguard Growth Index ETF (VUG)
I currently have a Roth IRA with Fidelity, where I’m allocated 90% to FXAIX and 10% to FZILX.
Are there any adjustments you’d recommend to optimize the 401(k) allocation for growth or diversification? Any insights would be appreciated!
Thanks in advance!
Statistics: Posted by ccc — Wed Nov 06, 2024 7:52 pm — Replies 5 — Views 296