Thanks everyone for the replies/input. I think I will move forward with at least reducing the Roth contribution % (maybe move to 50%). I actually didnt realize how close I was getting to the 230,000 income limit for contributing to Roth IRA so that will need to be considered going forward as well. My next immediate step is to figure out how to deal with this company stock. I will do some searches to try to find previous threads on dealing with RSUs/ESPPs. I know there are some special tax considerations and don't want to get killed with taxes but understand as it continues to accumulate that is a big risk being concentrated on 1 stock.
Statistics: Posted by usc87 — Fri Mar 08, 2024 4:24 pm — Replies 5 — Views 401