Financial Samurai - Forums

Financial Freedom => Financial Independence Retire Early (FIRE) => Topic started by: djp on January 06, 2020, 07:18:55 AM

Title: too much in retirement? is it possible?
Post by: djp 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?
Title: Re: too much in retirement? is it possible?
Post by: Sam 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.
Title: Re: too much in retirement? is it possible?
Post by: Elliston on January 14, 2020, 03:14:44 AM
Is this limit likely to shrink in the next 10-20 years?