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Re: Roth IRA emergency fund question

[quote="grabiner Old versus new doesn't matter here; the amount you are allowed to withdraw penalty-free is equal to the total amount you have contributed, and you can withdraw it from any account. For example, if you have contributed $20,000 to the new Roths and invested it in stock funds whic...
by djlevy
Fri Mar 22, 2013 5:05 pm
 
Forum: Personal Finance (Not Investing)
Topic: Roth IRA emergency fund question
Replies: 7
Views: 1171

Roth IRA emergency fund question

I have a question about using my Roth IRA as an emergency fund. Both my wife and I currently have Roth IRA's (combined upper 5 figure balance) in the Vanguard LifeStrategy Growth Funds. We currently don't really have an emergency fund and have not been contributing to to the Roth for the last severa...
by djlevy
Fri Mar 15, 2013 11:31 am
 
Forum: Personal Finance (Not Investing)
Topic: Roth IRA emergency fund question
Replies: 7
Views: 1171

Re: Trying to figure out asset allocation

Duckie, Thanks for your response. I know that the pension is an income stream but assuming I work until age 60 (and the pensions system doesn't implode) that will be 70% of my final salary (before factoring in the dependent part of it), so this makes the Roth IRA more of a supplemental account. This...
by djlevy
Thu Mar 07, 2013 2:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trying to figure out asset allocation
Replies: 3
Views: 478

Trying to figure out asset allocation

After lurking on the bogleheads forum for a little bit I though it was finally time to register and get some advice. While I have some experience with mutual fund investing and am definitely a fan of indexing I am struggling with the asset allocation for our portfolio. Emergency funds: No Debt: mort...
by djlevy
Wed Mar 06, 2013 2:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: Trying to figure out asset allocation
Replies: 3
Views: 478

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