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Hey Fishes
Can anyone share Mutual Fund schemes in their Portfolio?
I am a newbie and planning to start investing via SIP's in MF ( Around 4-5 SIP's of 10k each)
Thanks in advance.
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Yes, every year. And while the HHI on my side is a bit more, it still doesn't make it sting less. My spouse has a lot of variable comp that's incredibly difficult to keep up with in terms of W4 adjustments. Our accountant keeps telling us to schedule quarterly calls to assess throughout the year, but we've never done it.
You should be able to see which of you isn't withholding enough. Once you figure that out, you can adjust your withholdings. I don't mind owing a few grand here and there, it's the $10k+ that's a blow.
We try to reasses our withholdings at least at the 6 month mark. But maybe you should do it more often.