Search found 5 matches

by Idesire2FIRE
Tue Jul 18, 2017 12:42 pm
Forum: Investing - Help with Personal Investments
Topic: $100K+ increase in salary- Need help with investments
Replies: 16
Views: 3180

Re: $100K+ increase in salary- Need help with investments

One thing I noticed: you're not contributing to your Roth IRAs because of the income limit. Consider using the backdoor Roth technique to get around this. https://www.bogleheads.org/wiki/Backdoor_Roth_IRA They have two tIRAs, with current balances of approximately $32k and $88k respectively. Doing ...
by Idesire2FIRE
Tue Jul 18, 2017 12:41 pm
Forum: Investing - Help with Personal Investments
Topic: $100K+ increase in salary- Need help with investments
Replies: 16
Views: 3180

Re: $100K+ increase in salary- Need help with investments

How much time do you plan to set aside to re-balance your current account portfolios? Looks very tedious to me. I would consider all your accounts as one portfolio and have the small accounts include a single holding and then use the larger account(s) for re-balancing. The 3 fund portfolio is a win...
by Idesire2FIRE
Sun Jul 16, 2017 12:08 pm
Forum: Investing - Help with Personal Investments
Topic: $100K+ increase in salary- Need help with investments
Replies: 16
Views: 3180

Re: $100K+ increase in salary- Need help with investments

b42- I will update the post with your suggestions. Thank you!
by Idesire2FIRE
Sun Jul 16, 2017 10:56 am
Forum: Investing - Help with Personal Investments
Topic: $100K+ increase in salary- Need help with investments
Replies: 16
Views: 3180

$100K+ increase in salary- Need help with investments

Our combined salary has increased by over $100K in the last 18 months. We started saving most of the extra income but need help streamlining the investments options in our accounts. Emergency funds: 6+ months of expenses Debt: mortgage-$210K - 15 YR @ 3.00%. $400K equity. Currently paying at 10YR ra...

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