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Re: catch up contribution vs Roth IRA

There is no match on either catch up contribution and yes, my expected retirement tax bracket will be lower (assuming Washington doesn't change the rules).
by mrcross
Sun Feb 10, 2013 10:44 am
 
Forum: Investing - Help with Personal Investments
Topic: catch up contribution vs Roth IRA
Replies: 4
Views: 1155

catch up contribution vs Roth IRA

I recently paid off my mortage and was planning on increasing my wife's and mine contribution to our retirement plans to the maximum $22,500 (we are 55). My financial planner suggested a combination of catch up contributions and Roth IRA (we do qualify with our AGI). Your thoughts?

Mike
by mrcross
Sun Feb 10, 2013 10:30 am
 
Forum: Investing - Help with Personal Investments
Topic: catch up contribution vs Roth IRA
Replies: 4
Views: 1155

Re: mortage vs no mortage

My wife & I are 55 years old w/ a gross income of $175k and plan on working till age 62. We have a $600k portfolio (70/30 stocks vs bonds) that we each contribute 15% to that is matched by our employers and are on target to meet our financial goals for retirement. We just sold our home and are ...
by mrcross
Mon Mar 26, 2012 2:41 pm
 
Forum: Investing - Help with Personal Investments
Topic: mortage vs no mortage
Replies: 33
Views: 2778

mortage vs no mortage

My wife & I are 55 years old w/ a gross income of $175k and plan on working till age 62. We have a $600k portfolio (70/30 stocks vs bonds) that we each contribute 15% to that is matched by our employers and are on target to meet our financial goals for retirement. We just sold our home and are d...
by mrcross
Sun Mar 25, 2012 3:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: mortage vs no mortage
Replies: 33
Views: 2778

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