Category Archives: Retirement
Getting Ready For 2010
As preparation for 2010, I’ve spent some time updating automated contributions to various retirement, education, and cash savings accounts. Here’s the breakdown – My Retirement Accounts – 403(b) – Monthly amount = $1375 A percentage of pre-tax income is deducted from each monthly paycheck. Roth IRA – Monthly amount = $312.50 My goal is to [...]
Only Six Months Left To Make Year 2009 Contributions To Roth IRA Or Traditional IRA
My wife and I both have contributions to the retirement plans offered by our employers deducted from our paychecks. In addition to those pre-tax retirement contributions, we also make monthly contributions to our Roth IRAs. For me, the annual contribution limit to my Roth IRA is $5000. (See IRS Publication 590 for complete information about [...]
Current Retirement Asset Class Allocation
Here’s a look at our current retirement investment portfolio. These numbers are current as of today. This breakdown does not include my wife’s pension plan, nor does it include money invested for college education savings. We use four accounts to save for retirement (in addition to my wife’s pension). My 403(b), my Roth IRA, my [...]
Roth IRA Deposit Gone Awry
I have just gotten off of the phone after the better part of an hour. I can’t be sure, but I think I’ve fixed a problem, that until today, I never knew existed. The background – I have a Roth IRA. My wife has a Roth IRA. One of my goals for 2009, is [...]
