Big IRAs: When maxing out a 401(k)/403(b) doesn’t always make sense
Greetings!

We hope everyone is well and hanging in there okay.

Recently we analyzed a couple’s financial situation with these characteristics: High income, high tax bracket, modest spenders, and excellent savings habits for multiple goals including retirement.

Check out this week's blog below to learn more.

In good health!

Rick and Lyman
This Week's Blog

Big IRAs: When maxing out a 401(k)/403(b) doesn’t always make sense 

It’s a nice problem to have: You and your partner are making a healthy household income, you’re maxing out your contributions to your respective 401(k)’s/403(b)’s and you’re also putting aside funds for other goals. What could possibly be wrong with this picture? 
Where Do Deadly Coronaviruses Like MERS-CoV Come From?

In the last 17 years, there have been three new deadly coronavirus epidemics, but where do emerging diseases emerge from?
Building the Perfect Squirrel Proof Bird Feeder

Squirrels were stealing his bird seed so he solved the problem with mechanical engineering
Recipe of the Week

Buddha's Delight

This nutrient-packed meal includes a medley of vegetables: broccoli, carrots, green onions, mushrooms, bok choy, snow peas, bamboo shoots, water chestnuts, straw mushrooms and baby corn.
Quote of the Week
"It's like deja vu all over again"

–Yogi Berra
Feel free to pass this on to someone you know who may be interested. 

Rick Fingerman, CFP® and Lyman Jackson, CFP®

Financial Planning Solutions, LLC
Creating your ideal tomorrow while living well today™
120 Wells Avenue, Newton MA 02459 


 617-630-4978 | 800-224-0132 
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