Goals, Investing, Retirement

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 wife’s Roth IRA, and a…

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Banking, Investing, Retirement

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 to fully-fund both Roth IRAs. …

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