Search results

  1. Y

    Parent brokerage holdings doesn't make sense

    I (50s) recently checked my parent's brokerage for the first time to make sure everything is in order as we worry about dementia and noticed they have 85 stock holdings, 33 mutual funds and 3 etfs, which seems quite excessive. However they have used this broker since the 80s who is now with...
  2. Y

    Combining IRAs in Vanguard

    I noticed I have a traditional, SEP and rollover IRA account in Vanguard, is there any downside to consolidating them into one IRA account? I also have a Roth that I know is separate.
  3. Y

    401k contributions

    I'm 52, $160K salary, wife is 55 $75K salary for a total of ~$225K. Expected yearly expenses in retirement would be max $150K. My 401k has a Roth option, wife's does not. If I want to max contributions for 2024, I was thinking of doing ~$23K in traditional 401k, and ~7,500 in Roth 401k, and...
Back
Top Bottom