Category Archives: Retirement
Setting Up Automatic Contributions To Retirement And Education Savings Accounts
I’ve just spent a few minutes setting up automatic contributions to my Roth IRA, my wife’s Roth IRA, and three Education Savings Accounts (one for each of our children). Contributions to these types account can be made any time between January 1st of one year and April 15th of the next year. So, I have [...]
Midyear Retirement Funding Checkup (One Month Late): Taking A Look At My 2008 Contribution Goals
Back in December, I posted my financial goals for 2008. I thought it my be interesting to see how I’ve done, seven months into the year. The chart below details my retirement and education savings contribution goals. Account Amount Progress My 403b $15,500 $9,041 My Wife’s Pension $2,000 $1,166 Daughter’s ESA $2,000 $0 Son’s ESA [...]
A Fully-Funded Roth IRA At Age 18 Could Net You 3.5 Million Dollars
This post is part of the Money Blog Network monthly project – Finances at Graduation Dear High School Graduate: I’ll keep this short and sweet. One day, you’ll probably want to retire. But, in order to do so, you are going to need money – and lots of it. Do yourself a huge favor. Open [...]
Our Current Asset Allocation
Inspired by a recent article by Nickel, over at Five Cent Nickel, about his current asset allocation, I thought it might be a good time to take a look at our current asset allocation. Between us, my wife and I have five retirement accounts – two Roth IRAs, my 403(b), a SEP-IRA, and my wife’s [...]
