Financeretirement
#RI-6a0e9546·8 months ago·
1
“maxing Roth for 18 years”
What Actually Happened
realized need for non-Roth monies to RE without tax penalties
What I wish I knew
"keep Form 5498s for contributions"
Advice to Someone Facing This Now
If I could tell you one thing
"consult fee-only fiduciary for guidance"
Regret Index
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Advice for Someone Facing This
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Finance Category
2,949
Finance decisions logged. Avg regret 4.9/10 across the category.
Same Outcome Band
15%
of Finance decisions land in the mixed band the same as this one.
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