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Reply to "Age, income, and amount saved for retirement? "
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[quote=Anonymous]Me: 54, Income: $0 (retired with $100k pension), 401K: $870k, Roth IRA: $1M Spouse: 52, Income: $220K, 401K: $1.5M, Roth IRA: $950K Joint Taxable Investment Accounts: $4.8M Paid off primary home worth $1.7M Rental property income is seasonal. Higher value of the Roths and taxable investment accounts is primarily due to a few of our individuals stock picks that went ballistic. No financial advisors ever. [/quote]
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