Quote:
Originally Posted by jIM_Ohio
A few questions
1) what is 401k invested in now?
2) how large is your tax return?
3) do you itemize deductions (and deduct mortgage interest)?
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1) 25% American Funds Grth Fund
25% American Funds EuroPacfic Grth
20% Schwab S&P 500 index
10% Royce Opportunity Inv
10% Goldman Sach Mid Cap Value
10% Company Stock
2) My tax return was $8500
3) Yes I itemize and deduct interest, property taxes, donations, and school payments
Again, I appreciate your help