Thank you so much arcticpineapplecorp. Please see below.
Emergency funds: six months
Debt: House mortgage 650K (3.5% interest);
Car loan 20K (1% interest).
Tax Filing Status: Married Filing Jointly
State of Residence: PA
Age: His - 37; Hers - 35
Taxable
33K $ cash
SCHD, VTI, VOO and VTSAX - 25% each.
Currently total amount in taxable account = 292K$
His 401k : 200K$
Target 2050
Company match : 2%
His Roth IRA at Vanguard
VOO and VTI (50% each) : 40K $ total
Contributions
New annual Contributions
Will try to max out 401K every year
Will try to max out HSA every year (Currently 14K$)
Sincerely
Iracks.
Emergency funds: six months
Debt: House mortgage 650K (3.5% interest);
Car loan 20K (1% interest).
Tax Filing Status: Married Filing Jointly
State of Residence: PA
Age: His - 37; Hers - 35
Taxable
33K $ cash
SCHD, VTI, VOO and VTSAX - 25% each.
Currently total amount in taxable account = 292K$
His 401k : 200K$
Target 2050
Company match : 2%
His Roth IRA at Vanguard
VOO and VTI (50% each) : 40K $ total
Contributions
New annual Contributions
Will try to max out 401K every year
Will try to max out HSA every year (Currently 14K$)
Sincerely
Iracks.
Statistics: Posted by iracks — Thu Aug 15, 2024 9:22 pm