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Emily Williams

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    • Hello Jonathan, I want to thank you for being so generous with your knowledge and experience in investing. This week an article came out in Morningstar about where not to place international stock in your portfolio. I am using an international stock index fund (SWISX) and had placed it into a tax deferred IRA and also into a Roth. But now I am worried reading all of this information about taxes from Morningstar and elsewhere. From what I can see from your portfolio above, you have placed international stock funds (Total World Fund) into a Roth and an IRA? Since I was not invested in any international stock, I felt that I needed to make some long term investment changes you my allocations. Can you give me the low down on placing international stock index funds into these IRA and Roth accounts. I will never be in a high tax bracket. Even so I am trying to be tax efficient as possible. Thanks so much! Emily

      Post: Jonathan’s Portfolio

      Link to comment from July 28, 2023

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