Search found 2 matches

by thingsarefun
Fri Feb 17, 2017 9:44 am
Forum: Investing - Help with Personal Investments
Topic: Inheritance advice
Replies: 17
Views: 1777

Re: Inheritance advice

Thank you all for the replies, really helps making me more comfortable with the decision to pay off the loan. As for the IRA's both are fully funded for 2016 & 2017, my plan is to contribute the max the 1st of January from now on. As a side note, is there anything else I should look into to try ...
by thingsarefun
Thu Feb 16, 2017 10:17 pm
Forum: Investing - Help with Personal Investments
Topic: Inheritance advice
Replies: 17
Views: 1777

Inheritance advice

Hello BH, I'm wondering if you agree with using a portion of inheritance to pay off our mortgage in this situation? Married, No kids Him 39 / Her 49 96k combined Income 25% tax Investments: we are aiming for an 80/20 equity/bond mix Him 401k - 110k 16% contribution with 100% match of first 4% T-IRA ...