Should i put 300k into an S&P 500 ETF?

Discussion in 'ETFs' started by Michael_, Sep 7, 2023.

  1. You haven't covered your tax situation which is critical. You want to move at least a significant portion to a tax advantaged account so it can grow tax free. You'll only be able to move so much every year.

    The remaining portion I would buy into stocks or bonds according to whatever plan I chose, but I would be sure to max out those contributions to tax advantaged accounts ever year.

    There are additional things to think about if you have other things going on, like a kid who's going to apply for student aid.
     
    #61     Sep 13, 2023
    murray t turtle likes this.
  2. %%
    SURE is safer/Dave Ramsey 4 funds ;
    easier + cheaper is seldom a good combo.
    Concrete example SPY= much cheaper, easy @$155, 2000 top\ easy, cheap price did not do much to 2008 $ $157.
    Wonder how your guts would work , seeing $300drawdown to $150,000?? Most panic sell @ worst time LOL:D:D
    BUT even if you put into every year @ SPY or VOO top/ most likely do well over 30-40 years.
    Much more movement than REAL estate ;
    Dave[Realtor, radio] ramsey did well in RE, business , 4 funds, 30 years.
    Frankly ''losing out on a lot of compound interest'' assumes SEPT 14 is bottom this quarter\not likely.
    Congrats on RE sale......
     
    #62     Sep 14, 2023
  3. %%
    DID we ''know'' SEPT was not the VOO-SPY bottom. NO, we did not ''know'' but SEPT is historically worst month of all 12.
    One of several reasons we suggested not putting it all in @ once:caution::caution:
    Good old IBD article, put all the money in @ 30 or 40 yearly tops LOL in SPY or VOO, still did well over 30-40 years. SPY /VOO/QQQ had some good weeks also/up since SEPT 8.
    Another fun read study\ the few bear funds + how seldom they last or do well.
    BUT some inverse ETFs did well SEPT, tax free Roth account........
     
    #63     Oct 18, 2023