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Personal Investments • Re: Portfolio Questions - early retirement with SEPP/Roth

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Contributions: Is an HSA available to you?


Annual Expenses: What are your annual expenses now and how much income do you want / need when you are no longer working? When thinking about your expenses, include everything, including taxes. It is also ok if you provide your best guesstimate.
Thanks for your feedback. I'm not currently eligible for an HSA but still have one with a small balance from when I did qualify. My current expenses are $35K/yr, and I anticipate needing the same or possibly slightly more in early retirement (i.e. in case I travel more often.) I enjoy being busy and getting out of the house, so I could see supplementing the $35K with up to $10K from part-time work to fund my travel and any other unforeseen/new expenses.

Statistics: Posted by PepperyOldster — Sun Dec 15, 2024 7:54 am



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