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Personal Investments • MBDR - New employer. Max out after tax? [Mega-Backdoor Roth]

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I’ve debated the value of readjusting after the fact. It’s all going into a Target date fund right now. What’s your process to readjust? Just curious. Thanks!
Just small things. I've had the plan about 8 months and a few months ago switched all the Roth invested funds from International to Domestic as part of a portfolio rebalance.

I have a 65/35 US/Int split but try to have more of the US in after tax and more of the International in pre-tax. Not really rational, more of an excuse to do something (harmless).
Ha, I hear you. I’m contemplating getting out of the target date fund. But, it seems too much work for likely less benefit and higher chance of me screwing something up ;)

Statistics: Posted by Wannaretireearly — Wed Jul 31, 2024 3:15 pm — Replies 26 — Views 1173



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