Let me begin by saying that I am a novice when it comes to managing our finances. Please be patient with my questions. My husband has a 401K through his employer. Currently, it contains the bulk of our retirement savings. It is performing well and we are comfortable with the allocation.
In addition, I have a small rollover account (Traditional IRA) worth about $28k with all of it invested in VTSAX.
My husband has a small Roth IRA worth a little over $10k. It was recently transferred from Marsico to Vanguard. We plan to use that as a Backdoor Roth, but first we would like to invest it in something other than MFOCX. This brings me to the questions:
Since this $10k fund is not a large part of our portfolio, we are comfortable investing it in something aggressive. I am thinking either VSGAX, VIGAX or VEMAX.
- Do you have a favorite of the three?
- Is there something else we should consider?
Thank you in advance for taking the time to reply!
In addition, I have a small rollover account (Traditional IRA) worth about $28k with all of it invested in VTSAX.
My husband has a small Roth IRA worth a little over $10k. It was recently transferred from Marsico to Vanguard. We plan to use that as a Backdoor Roth, but first we would like to invest it in something other than MFOCX. This brings me to the questions:
Since this $10k fund is not a large part of our portfolio, we are comfortable investing it in something aggressive. I am thinking either VSGAX, VIGAX or VEMAX.
- Do you have a favorite of the three?
- Is there something else we should consider?
Thank you in advance for taking the time to reply!
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