Spouse is 32M making 75K as a computer scientist working for DOD contractor he's held for seven years. We want to contribute up to the company match in a Roth 401k. We're currently in the 15% tax bracket which will change in 2018 once I've passed the CPA exam and we move from a single-income to dual income household no children now or in the future.
I [29] have 20K in a Roth IRA I opened at 18. Other than that we each have a negligible amount in employee trust funds from a previous employer we both worked for.
| Investment Fund | Ticker | Expense Ratio |
|---|---|---|
| Vanguard Mid-Cap Growth ETF-Mid Cap | VOT | 0.08 |
| Royce Opportunity Fund-Small Cap | OPP | 0.97 |
| DFA US Fund-Small Cap Blend | SCP | 0.37 |
| Vanguard Growth Index Fund- Small Cap | VSG | 0.08 |
| International Small Cap Fund | ISF | 0.57 |
| Oppenheimer Developing Markets Fund | DMK | 0.82 |
| Fundamental Large Cap Value Fund | EQI | 0.21 |
| John Hancock Disciplined Value Fund | DVA | 0.25 |
| The Investment Company of America-Large Cap Blend | ICA | 0.29 |
| Blue Chip Growth Fund- Large Cap | BCF | 0.37 |
| Fidelity Contra Fund- Large Cap | CON | 0.46 |
| JPMorgan Mid Cap Value Fund | MID | 0.65 |
| EuroPacific Growth Fund | EPG | 0.49 |
| Oppenheimer Global Fund | WWF | 0.64 |
| Strategic Income Opportunities Fund-Bond Fund | SIM | 0.25 |
| Federated Institutional High Yield Bond Fund | FHY | 0.45 |
| Templeton Global Bond Fund | TGB | 0.43 |
| International Equity Index Fund | IIF | 0.12 |
| Small Cap Index Fund | SCI | 0.08 |
| Financial Industries Fund | FSF | 0.57 |
| Real Estate Securities Fund | REF | 0.29 |
| Vanguard Energy Fund | VEN | 0.31 |
| 500 Index Fund | IND | 0.03 |
| Mid Cap Index Fund | MCI | 0.06 |
| BlackRock Flobal Allocation Fund | BGA | 0.62 |
| Utilities Fund | ULT | 0.62 |
| Total Bond Market Fund | BIF | 0.06 |
| JH Retirement to 2060 | CZL | 0.18 |
| JH Retirement to 2055 | CZK | 0.19 |
| JH Retirement to 2050 | CZI | 0.19 |
Submitted March 19, 2017 at 12:26PM by bewareofduck http://ift.tt/2mJspdX
