We're in the fortunate position of paying off our mortgage and having no other liabilities to pay off. Now we're trying to decide where we should put our money next. I think we're leaning toward maxing out our HSA. Our Roths are maxed out. We also have a 403b and a brokerage account as well. Any other suggestions?
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ehomaha
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5 replies
Replies (5)
ehomaha
2 days ago
We're about 75k from fully FI. 46/53. We plan to leave our high stress jobs in the next 3 years for something we enjoy more and can work PT or near, with one of us having insurance. We don't plan to pull from our investments until 60ish. We don't have any kids so we're pretty flexible. We have 675k in the 403b, 200k taxable, another 200k in the Roths. Low COLA, low expenses.
Roberto Sánchez
2 days ago
That all depends on your current asset allocation and account-type mix, as well when you plan to stop working (or reduce your amount of work, change careers, etc.), when you think you might need to start drawing from your portfolio, how much you think you'll need from the portfolio once you start drawing from it, etc. Are you able to share more details about your situation and future plans?
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