My DW and I both have tax deferred 401's to the tune of 1.2mm currently but we have no other investment portfolios. Is this a problem we need to think about addressing before we retire or is it OK that we have a simple tax deferred portfolio?
We're 57/53 yrs young and plan to retire in 2017/2021. No debt and own our home. We anticipate we'll have around 60k in pension and SS when she turns 62 as our fix income base.
Thanks in advance for the insight...
We're 57/53 yrs young and plan to retire in 2017/2021. No debt and own our home. We anticipate we'll have around 60k in pension and SS when she turns 62 as our fix income base.
Thanks in advance for the insight...