Anonymous
03/10/2024 21:29
Subject: Re:Age, income, and amount saved for retirement?
42/47
hhi $350 (big increase over last 5 years)
retirement accounts $900k total
hhi $350 (big increase over last 5 years)
retirement accounts $900k total
Anonymous
03/10/2024 21:26
Subject: Age, income, and amount saved for retirement?
Anonymous wrote:50/52
HH Working Income: $0
Pension: $80K
401k: $3M
Taxable Brokerage: $6M generating about $330K in dividend income
Roths: $2.5M generating $110K in dividend income reinvested inside Roth
529: $450K
Arlington house equity no mortgage: $2.1M
Vacation/Rental property in Lefkada, Greece: 600k euros
What are you invested in for the dividend income?
Anonymous
03/10/2024 21:20
Subject: Age, income, and amount saved for retirement?
64, 70k hhi, 50k in 401k
Anonymous
03/10/2024 20:28
Subject: Age, income, and amount saved for retirement?
50/52
HH Working Income: $0
Pension: $80K
401k: $3M
Taxable Brokerage: $6M generating about $330K in dividend income
Roths: $2.5M generating $110K in dividend income reinvested inside Roth
529: $450K
Arlington house equity no mortgage: $2.1M
Vacation/Rental property in Lefkada, Greece: 600k euros
HH Working Income: $0
Pension: $80K
401k: $3M
Taxable Brokerage: $6M generating about $330K in dividend income
Roths: $2.5M generating $110K in dividend income reinvested inside Roth
529: $450K
Arlington house equity no mortgage: $2.1M
Vacation/Rental property in Lefkada, Greece: 600k euros
Anonymous
03/10/2024 20:25
Subject: Age, income, and amount saved for retirement?
Wow, these numbers are off the charts
Anonymous
03/10/2024 20:20
Subject: Age, income, and amount saved for retirement?
48/55 HHI ~$1m
401(k)/TSP/IRA $3.6m
Brokerage: $1m
Home equity: $3m (across 2 properties)
DH will have a pension when he retires from the federal government
401(k)/TSP/IRA $3.6m
Brokerage: $1m
Home equity: $3m (across 2 properties)
DH will have a pension when he retires from the federal government
Anonymous
03/10/2024 20:10
Subject: Age, income, and amount saved for retirement?
58/59, HHI $280k
Retirement savings $800k
Home equity $600k
But most important, we have 2 pensions, equal to about 40% of HHI, which is equivalent to $2.8M at 4%.
We plan to work for about 5 more years.
Retirement savings $800k
Home equity $600k
But most important, we have 2 pensions, equal to about 40% of HHI, which is equivalent to $2.8M at 4%.
We plan to work for about 5 more years.
Anonymous
03/10/2024 20:07
Subject: Age, income, and amount saved for retirement?
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.
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.
Anonymous
03/10/2024 20:06
Subject: Age, income, and amount saved for retirement?
41 Income $210k Retirement savings $600k
42 Income $150k Retirement savings $650k, plus a gov't pension
Another $450k in taxable, $65k in 529, $500k in equity between primary and rental home. Writing it out feels like we're in a good place, but it's just been heads down keep going for the last 5-6 years so I didn't really realize.
42 Income $150k Retirement savings $650k, plus a gov't pension
Another $450k in taxable, $65k in 529, $500k in equity between primary and rental home. Writing it out feels like we're in a good place, but it's just been heads down keep going for the last 5-6 years so I didn't really realize.
Anonymous
03/10/2024 20:00
Subject: Re:Age, income, and amount saved for retirement?
Me: 30, $135k, $281k in retirement funds
DH: 33, $152k, $318k in retirement funds
Got married and both started maxing out pretty young.
DH: 33, $152k, $318k in retirement funds
Got married and both started maxing out pretty young.
Anonymous
03/10/2024 19:32
Subject: Age, income, and amount saved for retirement?
46. income $8k to $25k in last 25 years. Only twice near $40k.
One million in annuity, in very small Roth, and investment accounts built within last 4 years.
DC
One million in annuity, in very small Roth, and investment accounts built within last 4 years.
DC
Anonymous
03/10/2024 18:48
Subject: Age, income, and amount saved for retirement?
50/49 couple about $455K income combined. $3.9M in retirement accounts.
Anonymous
03/10/2024 18:01
Subject: Age, income, and amount saved for retirement?
55 415K
62 100k
Retirement 2.7M
Taxable 1.5M
Equity 800K
Pension 101K
Nova
62 100k
Retirement 2.7M
Taxable 1.5M
Equity 800K
Pension 101K
Nova
Anonymous
03/10/2024 17:53
Subject: Age, income, and amount saved for retirement?
Can we add location?
Me, 51: 300k
Spouse, 45: 25k (works PT)
Savings: 3M
House (paid off): 2M
2nd property: 500k equity
in DMV
Me, 51: 300k
Spouse, 45: 25k (works PT)
Savings: 3M
House (paid off): 2M
2nd property: 500k equity
in DMV
Anonymous
03/10/2024 17:44
Subject: Age, income, and amount saved for retirement?
I'm 53, income about 50k (I used to make a lot more when practicing law), retirement savings just shy of 1M (about a third of it was inherited)
DH, 65, income 240k, retirement savings of 1.5M, but he also has a gov pension coming as well.
None of this includes the equity in our house (about 300k).
DH, 65, income 240k, retirement savings of 1.5M, but he also has a gov pension coming as well.
None of this includes the equity in our house (about 300k).