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kgtest is on a distinguished road

kgtest kgtest is offline

Thinks s/he gets paid by the post
Last Activity: Yesterday 01:28 PM

Profile Comments

Showing Profile Comments 1 to 1 of 1
  1. Senator
    12-28-2014 05:45 AM
    Senator
    30 AGI would not be out of line, as you have $18K of 401K. You can even do a a company provided IRA for profit sharing of ~25% of your gross.

About Me

  • About kgtest
    Gender
    Male
    City/Town
    North
    State
    Minnesota
    Occupation
    Finance
    Retirement Year
    2031
    Interests
    Looking for ways to understand my financial future and diversify my investments.
  • Signature
    AA (Stock/Bond/Cash ): 95/0/5% MIX (Small/Mid/Large): 25/25/50% BLEND(US/Foreign): 100/0%, REIT (Real Estate Equity): ~50% of Assets

    FIRE in 2031 @ 50yrs old (+/- 2yrs) w/ a hypothetical $2.5mil portfolio, 3 appreciated homes worth $1.0mil and rental income to fund my gap years until RMD. Assets will go to an inherited IRA where I plan on watching the investments grow until I die or the trust gets executed.

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General Information
  • Last Activity: Yesterday 01:28 PM
  • Join Date: 08-16-2013
  • Referrals: 0

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