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Comments (11)

Jan 8, 2022 - 11:52pm

Nope, I max the match and joke around with the guy who designs the fund I put the rest in.You can watch him on BBG TV.

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
Jan 10, 2022 - 11:02am

Wu-Tang-Financial

He returning more than your 401k the past year?

Double digits.  We designed a real set of winners. (that's vs the 1k and 2k, the DM ex us did its best before we got the fund off the ground)

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
Jan 11, 2022 - 11:46am

I'd say it's part of it. Maybe not to the extreme where I would not allocate to the 401k completely, but maybe up to match.

Would you be ok with being break even in cash flow even after maxing your 401k, taxes, and expenses each month?

Kind of want some left over for taxable account.

I don't think I'll be able to contribute to Roth unless you can still do a backdoor.

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Jan 10, 2022 - 1:17pm

I don't totally follow your question. Are you just asking how much you should save each month vs invest? I consistently max out a Roth 401k and invest any additional money in a taxable brokerage. If there were no cap, I'd put every dime in a Roth 401k. I understand if your options are limited, but even if there is a basic, diversified index fund, the tax benefit would outweigh any marginal difference in gains. After all, if you leave the company after a few years, you can do a rollover into an IRA where you have control

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Jan 11, 2022 - 10:15pm

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