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When you’re unsure whether you’re going to be able to max out your Roth, 401K, Spousal Roth, how do you triage between these and a 529 as well? Baby just born, wife just laid off.
When you're unsure whether you're going to be able to max out your Roth, 401K, Spousal Roth, how do you triage between these and a 529 as well? Baby just born, wife just laid off. Lucky enough to have had decent years leading up to this: ~30K cash 50K brokerage 130K Roth Just started SEP IRA and Solo 401K because I didn't know which to go with for S-corp this year. 5K 529 (Baby born this year) Spouse has around 15K b/w Roth and traditional IRA. I'm self-employed and hunting down more stable work; I cleared ~110k last year...
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