Open rrelyea opened 1 year ago
While trying to enter this data (https://www.bogleheads.org/forum/viewtopic.php?t=361715), i had to break out a calculator to figure out how much to enter in each investment... Make it better!
bogleheads-forum-topic361715.json
{ "EmergencyFund": { "CurrentBalance": 18000, "MonthlyExpenses": 6000, "TargetMonths": 3 }, "DebtFree": 1, "Debts": [], "TaxFilingStatus": 5, "FederalMarginalTaxBracket": "10%", "Year": 2023, "StateMarginalTaxBracket": "0", "StateOfResidence": "AL", "People": [ { "Age": 92, "Identifier": "him", "EmployerPlan": { "AnnualSalary": 0 }, "HealthSavingsAccount": {} }, { "Age": 90, "Identifier": "her", "EmployerPlan": { "AnnualSalary": 0 }, "HealthSavingsAccount": {}, "PersonIndex": 1 } ], "Accounts": [ { "AccountType": "Taxable", "Investments": [ { "Name": "Vanguard Growth Index Fund Admiral Shares", "AutoCompleted": true, "Ticker": "VIGAX", "ExpenseRatio": 0.05, "Value": 32000 }, { "Name": "Vanguard International Growth Fund Investor Shares", "AutoCompleted": true, "Ticker": "VWIGX", "ExpenseRatio": 0.45, "Value": 40000 }, { "Name": "Vanguard Total Stock Market Index Fund Admiral Shares", "AutoCompleted": true, "Ticker": "VTSAX", "ExpenseRatio": 0.04, "Value": 64000 }, { "Name": "Vanguard Wellington Fund Admiral Shares", "AutoCompleted": true, "Ticker": "VWENX", "ExpenseRatio": 0.16, "Value": 56000 } ], "AvailableFunds": [] }, { "AccountType": "Taxable", "Custodian": "Investment Advisor", "Note": "unsure of fees", "Investments": [ { "Ticker": "AMPCX", "Value": 8000 }, { "Ticker": "CIBCX", "Value": 4000 }, { "Ticker": "SCWCX", "Value": 8000 } ], "AvailableFunds": [] }, { "AccountType": "Taxable", "Custodian": "Annuity with advisor", "Investments": [ { "Name": "AF Growth", "Value": 88000 }, { "Name": "AF Growth-Income", "Value": 60000 }, { "Name": "AF International", "Value": 28000 } ], "AvailableFunds": [] }, { "Identifier": "his", "AccountType": "Traditional IRA", "Custodian": "Vanguard", "Investments": [ { "Name": "Vanguard STAR Fund", "AutoCompleted": true, "Ticker": "VGSTX", "ExpenseRatio": 0.31, "Value": 8000 } ], "AvailableFunds": [] }, { "AccountType": "Taxable", "Custodian": "Future House Sale", "Investments": [ { "Value": 215000 } ], "AvailableFunds": [] } ], "Questions": [] }
Added the PIN feature, but haven't turned it on. That helps do this.
While trying to enter this data (https://www.bogleheads.org/forum/viewtopic.php?t=361715), i had to break out a calculator to figure out how much to enter in each investment... Make it better!
bogleheads-forum-topic361715.json