Insights
Met with a couple who recently got married
Here's the situation 👇
→ Maxing out Roth IRA & HSA
→ Maxing out pre-tax 401k
→ Own their home with a 2.5% mortgage
→ Have extra cash on hand
Here are the questions we're helping them plan around:
🗣️ "Should we switch my 401k contributions to Roth?"
🗣️ "Should our HSA funds be in cash or invested?"
🗣️ "Is it a good idea to turn our primary residence into a rental with these interest rates?"
🗣️ "What should we do with extra cash on hand?"
🗣️ "Which health insurance plan should I go on?"
🗣️ "Is there a way to save for kids college before they are born?"
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Disclosures: Thrivent .com/social
Happy Leap Year!
This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till you're 238!
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P.S. This is satire and there is no accuracy to the claim above.
.
.
Disclosures: Thrivent .com/social
Happy Leap Year!
This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till your 238!
.
.
.
P.S. This is satire and there is no accuracy to the claim above.
Disclosures: Thrivent .com/social