Recent content by JodyS

Hello from Montana. I just turned 40. My wife and I own a PT clinic and I work as an engineer. 4 kids in the home - last one out in 14 years. Looking to be financially independent when the last one is gone. Maybe that doesn't sound like early retirment - but my dad is still working at 70...

I am looking for an early retirement -trying to maximize the ways I can stuff money away after a few years of spending it more than I wanted on healthcare and kids. Sorry, I did join just recently and didn't notice the message on introducing yourself - rookie I guess. I appreciate all the...

I was wondering if the ROTH 401K was what they were referring to - wish they would be more clear in their literature. Thanks for the help and will probably try to get another $11K socked away for 2016 before the deadline.

We do have other 6 other employees (physical therapy clinic) and most participate as well in the SIMPLE IRA - so solo 401K is not option. I was wondering because I found this on an IRS website about contributions limits when eligible for more than one retirement plan - The amount you can...

My wife and I are trying to max out contribution limits on IRA's for 2016. We both own a company (and are employed by them) and contribute through that and I work another job and contribute through that as well - all in SIMPLE IRAs. I maxed out her 2016 SIMPLE at the $12500 limit and I maxed...