As I sat down with my wife to talk about our financial goals for 2009, I realized that I needed to know if the contribution limits for our retirement and education savings accounts were going up in 2009. After some searching, of both the Internet in general and the IRS website in particular, here’s what I found. (By the way,…
Category: Retirement
Thinking About My Financial Goals For 2009
It’s hard to believe, but in just 15 days, it will be 2009. I have started thinking about my financial goals for the coming year. Last year, I set some pretty aggressive goals, and I managed to accomplish most of them. I fully-funded my 403(b) retirement account, my 2008 Roth IRA, and my wife fully-funded her pension plan. We are…
Taking A Look At My 2008 Goals
Last December, I created some goals for 2008. Throughout the year, I have been tracking my progress. Here’s where I stand, with one month left in December, and with five months left to fund my wife’s Roth and my kids’ ESAs for 2008. Account Amount Progress My 403b $15,500.00 $15,500.00 My Wife’s Pension $2,000.00 $2,000.00 Daughter’s ESA $2,000.00 $0.00 Son’s…