[Wilson]

PS. I’ll have to increase my small cap value contributions outside the 401k to maintain my overall allocation.

[Brad]

Maybe a 10% allocation to shoot the moon. I would not go more than that.

[Brian]

I would try and open a ROTH IRA (if you’re under the income limit) and get your small cap value there as well as some other funds that are hard to get in a 401k (emerging markets, ect…).

Usually 401k’s have a SP500 index fund of some kind and potentially international index fund.

Utilize the 401k for those asset classes.

Don’t miss: Apparently Robinhood has a 1% match on all Roth IRA contributions. Has anyone taken advantage of this?

[Mitch]

Thats pretty remarkable. No Merriman plan for you,

[Author]

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