Author Topic: too much in retirement? is it possible?  (Read 2834 times)

djp

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too much in retirement? is it possible?
« on: January 06, 2020, 07:18:55 AM »
Because I own my own company and have a DB plan established, I've been focused on saving primarily through pretax retirement options (DB+401k)...but should I diversify? What's the cost/benefit on pre-tax vs diversification though post tax investment options?

Sam

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Re: too much in retirement? is it possible?
« Reply #1 on: January 07, 2020, 09:17:04 AM »
Maybe. I will try to accumulate up to the estate tax limit per person, which is currently $11.58 million.
Regards,

Sam

Elliston

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Re: too much in retirement? is it possible?
« Reply #2 on: January 14, 2020, 03:14:44 AM »
Is this limit likely to shrink in the next 10-20 years?