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Re: Roth IRA Lili..  06-26-2008, 12:06 AM | Post #2532662
0  
grrrdis:

I am a single 27-year-old attorney with no children, and would appreciate any and all advice regarding my Roth IRA. 

My financial planner opened a Roth IRA on my behalf in November 2007. Based upon his advice, I invested $4,000 equally in Class B shares of two (2) mutual funds: 1) American Funds Capital World Growth and Income Fund (CWGIX), and 2) American Funds New Economy Fund (ANEFX).

At 27, I would consider the following portfolio:

CWGIX - 20%

ANCFX - 25%

AGTHX - 25%

NEWFX - 15%

SMCWX - 15%

Topics B shares Capital World Growth Class financial planner Roth IRA View Complete Thread
 
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