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  • #16
    What do you all think of this plan set forth by a Vanguard Personal Advisor? Since I will no longer be able to contribute to SEP-IRA with new job, they recommended a rollover IRA until I find out what 401k contribution plans are offered at the new job. Here is a summary:

    GOAL: Retirement Accumulate $6,850,000 by 2036,
    contributing $100,000 per year. This will allow you to spend approximately $180,000 annually,
    including taxes, in today's dollar value.

    Holdings by account†
    Taxable $240,000
    Vanguard Total International Stock Index Fund Admiral Shares $62,400
    Vanguard Total Stock Market Index Fund Admiral Shares $177,600

    Rollover IRA (Recommended by Vanguard to Convert SEP-IRA into Rollover) $130,000
    Vanguard Total Bond Market Index Fund Admiral Shares $51,800
    Vanguard Total International Stock Index Fund Admiral Shares $56,000
    Vanguard Total International Bond Index Fund Admiral Shares $22,200

    Comment


    • #17
      What do you all think of this plan set forth by a Vanguard Personal Advisor? Since I will no longer be able to contribute to SEP-IRA with new job, they recommended a rollover IRA until I find out what 401k contribution plans are offered at the new job. Here is a summary:

      GOAL: Retirement Accumulate $6,850,000 by 2036,
      contributing $100,000 per year. This will allow you to spend approximately $180,000 annually,
      including taxes, in today's dollar value.

      Holdings by account†
      Taxable $240,000
      Vanguard Total International Stock Index Fund Admiral Shares $62,400
      Vanguard Total Stock Market Index Fund Admiral Shares $177,600

      Rollover IRA (Recommended by Vanguard to Convert SEP-IRA into Rollover) $130,000
      Vanguard Total Bond Market Index Fund Admiral Shares $51,800
      Vanguard Total International Stock Index Fund Admiral Shares $56,000
      Vanguard Total International Bond Index Fund Admiral Shares $22,200

      Comment


      • #18
        What do you all think of this plan set forth by a Vanguard Personal Advisor?
        Here is a summary. Since I will no longer be able to contribute to SEP-IRA with new job, they recommended a rollover IRA until I find out what 401k contribution plans are offered at the new job.

        GOAL: Retirement Accumulate $6,850,000 by 2036,
        contributing $100,000 per year. This will allow you to spend approximately $180,000 annually,
        including taxes, in today's dollar value.

        Holdings by account†
        Taxable $240,000
        Vanguard Total International Stock Index Fund Admiral Shares $62,400
        Vanguard Total Stock Market Index Fund Admiral Shares $177,600

        Rollover IRA (Recommended by Vanguard to Convert SEP-IRA into Rollover) $130,000
        Vanguard Total Bond Market Index Fund Admiral Shares $51,800
        Vanguard Total International Stock Index Fund Admiral Shares $56,000
        Vanguard Total International Bond Index Fund Admiral Shares $22,200

        Comment

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