Personal Investment Chatter

How does my distribution look like? 1) Investable assets: $250k 2) Real estate: $100k 3) Retirement assets: $130k 4) Liquid cash: $150k SO has a similar profile (with the exception of #1)

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We are planning to put down 20% for a $700k house. Annual HH income is about $750k. Annual expenses are about $100k (no other debt). We haven’t done anything about Roth Backdoor, 529 or HSA, so kinda worried about that. Any suggestions on ways we could improve? Also happy to share our strategies. Both of us are 29, no kids.

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We are planning to put down 20% for a $700k house. Annual HH income is about $750k. Annual expenses are about $100k (no other debt). We haven’t done anything about Roth Backdoor, 529 or HSA, so kinda worried about that. Any suggestions on ways we could improve? Also happy to share our strategies. Both of us are 29, no kids.

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You could do a 529 for a niece or nephew then transfer beneficiaries once you have kids. HSA you should do with a high deductible plan. Your backdrops Roth will be contingent on if you have a tIRA and may need to reverse into you employer 401k plan.

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