* 401k maxed out to IRS limit every year primarily for tax benefit and retirement saving. Don't qualify for Roth and IRA.
* Two non-retirement investment accounts. Our expenses are lot less than income so all savings go to one investment account.
* One investment account has managed and index mutual funds and ETFs. Another smallish one is a 'play' account primarily with individual stocks, typically use quantitative trading strategies and macroeconomic trends.
* A saving account with emergency funds (six months net pay)
* No debt other than a smallish mortgage.
* We drive 10 year old cars. May buy a new one in late 2011.
* 401k maxed out to IRS limit every year primarily for tax benefit and retirement saving. Don't qualify for Roth and IRA.
* Two non-retirement investment accounts. Our expenses are lot less than income so all savings go to one investment account.
* One investment account has managed and index mutual funds and ETFs. Another smallish one is a 'play' account primarily with individual stocks, typically use quantitative trading strategies and macroeconomic trends.
* A saving account with emergency funds (six months net pay)
* No debt other than a smallish mortgage.
* We drive 10 year old cars. May buy a new one in late 2011.