Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 6523

Personal Investments • $200k, retirement, home purchase - Thoughts?

$
0
0
Hi everyone,

I'm fairly new to investing and would love some advice on my situation. I've been saving for a house for the past six years, but now I'm reconsidering my plan. I might delay the purchase for another year as I may need to leave my current living situation by next year.

Here's my financial situation:
- Maxed out Roth IRA ($7k this year) with investments in QQQ and IVV (started this year).
- I work for a large US city and I'm currently maxing out my tax-deferred investment account with 8.25% interest, contributing the maximum allowed ($23k per year, just maxed out this year).
- $15k in a standard investment account, all invested in VOO.
- $200k in a high-yield savings account earning 4.25%. This is the money I saved for a house, but if I delay buying for another year, I wonder if I should invest this money in the market. Is a year too short to ride out market fluctuations?

I've considered moving a portion of the $200k to a UFB savings account with 5.25% interest for funds allocated for the property purchase.

Any suggestions for maximizing retirement interest while keeping a portion of my money liquid and accruing interest? I respect and admire everyone's knowledge on this site, so any feedback is greatly appreciated!

Statistics: Posted by Heal22 — Sat Jun 08, 2024 3:48 pm — Replies 0 — Views 30



Viewing all articles
Browse latest Browse all 6523

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>