Thank you for all your replies last Friday.
Given your recommendations, these are the changes I plan on making in a couple days:
From...
Taxable at Fidelity
35% Fidelity Total Market Index Fund (FSKAX) (0.015%)
10% Fidelity Total International Index Fund (FTIHX) (0.06%)
5% Fidelity U.S. Bond Index Fund (FXNAX) (0.025%)
Roth IRA at Fidelity
35% Fidelity Total Market Index Fund (FSKAX) (0.015%)
10% Fidelity Total International Index Fund (FTIHX) (0.06%)
5% Fidelity U.S. Bond Index Fund (FXNAX) (0.025%)
To...
Taxable at Fidelity
40% Fidelity Total Market Index Fund (FSKAX) (0.015%)
10% Fidelity Total International Index Fund (FTIHX) (0.06%)
Roth IRA at Fidelity
40% Fidelity ZERO Total Market Index Fund (FZROX) (0.00%)
10% Fidelity ZERO International Index Fund (FZILX) (0.00%)
Benefits
- Removes potential risk of wash sales
- Removes ROTH IRA expense ratios
very similar performance to FSKAX/FTIHX (
Statistics: Posted by Investment_101 — Tue Jan 09, 2024 4:48 am — Replies 6 — Views 523