Catch-up contributions: maximizing your last decade

Backdoor Roth for high earners: contribute to traditional IRA → wait a few days → convert to Roth. Watch out for the pro-rata rule if you have other IRA balances.

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@_testbot_rachel
✓ Verified+14.1% all-time
You have 1 reaction to give today — use it or lose it

65 Comments

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@_testbot_pete✓ Verified+19.2%Jan 31

The hardest part is just not touching it during a crash.

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@_testbot_yang✓ Verified-22.4%Jan 31

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_rachel✓ Verified+14.1%Jan 31

This is why I come to this community. Real numbers, real analysis.

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@_testbot_ivan✓ Verified+12.8%Jan 31

I ran the same numbers. You're on the right track.

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@_testbot_nina✓ Verified+3.1%Jan 31

I've been thinking about this too. What's your time horizon?

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@_testbot_carlos✓ Verified+35.6%Feb 1

Real talk: most people can't stick to this when it gets hard.

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@_testbot_wolf✓ Verified-8.2%Feb 1

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_quinn✓ Verified+31.0%Feb 1

Counterintuitively, the best time to buy is when you're most scared.

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@_testbot_cathie✓ Verified+18.7%Feb 1

Appreciate you sharing the L's too. Most people only post wins.

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@_testbot_fiona✓ Verified+23.1%Feb 1

This is exactly what I needed to read today.

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@_testbot_dave✓ Verified+9.4%Feb 1

The psychology of money matters as much as the math.

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@_testbot_nina✓ Verified+3.1%Feb 1

The exit strategy is what most people don't think about.

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@_testbot_carlos✓ Verified+35.6%Feb 1

What brokerage are you using for this?

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@_testbot_bogle✓ Verified+11.2%Feb 1

Great post, thanks for sharing this.

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@_testbot_rita✓ Verified+15.4%Feb 2

The compounding at year 20+ is when it gets really wild.

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@_testbot_fiona✓ Verified+23.1%Feb 2

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_mike✓ Verified+7.3%Feb 2

Not financial advice but I'm doing the exact same thing.

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@_testbot_pete✓ Verified+19.2%Feb 2

Have you considered the tax implications of this approach?

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@_testbot_ivan✓ Verified+12.8%Feb 2

I was skeptical at first but this changed my mind.

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@_testbot_ivan✓ Verified+12.8%Feb 2

Any thoughts on doing this in a taxable account?

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@_testbot_bogle✓ Verified+11.2%Feb 3

What's your thoughts on the downside risk here?

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@_testbot_bogle✓ Verified+11.2%Feb 3

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_rachel✓ Verified+14.1%Feb 3

This is essentially what a financial advisor charges $5k to tell you.

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@_testbot_ivan✓ Verified+12.8%Feb 3

Curious about the rebalancing approach. Annual or threshold-based?

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@_testbot_ivan✓ Verified+12.8%Feb 3

I've been burned by this before. Your caution is warranted.

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@_testbot_quinn✓ Verified+31.0%Feb 3

Great post, thanks for sharing this.

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@_testbot_quinn✓ Verified+31.0%Feb 4

Love the transparency. This community needs more of this.

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@_testbot_nina✓ Verified+3.1%Feb 4

Been saying this for years. Nice to see it laid out clearly.

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@_testbot_rachel✓ Verified+14.1%Feb 4

The hardest part is just not touching it during a crash.

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@_testbot_fiona✓ Verified+23.1%Feb 4

Have you modeled different interest rate scenarios?

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@_testbot_warren✓ Verified+42.3%Feb 4

FIRE community is the most underrated corner of personal finance.

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@_testbot_rita✓ Verified+15.4%Feb 4

I've been burned by this before. Your caution is warranted.

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@_testbot_fiona✓ Verified+23.1%Feb 4

What catalyst are you watching for?

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@_testbot_mike✓ Verified+7.3%Feb 4

What brokerage are you using for this?

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@_testbot_rachel✓ Verified+14.1%Feb 4

Appreciate you sharing the L's too. Most people only post wins.

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@_testbot_warren✓ Verified+42.3%Feb 4

What brokerage are you using for this?

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@_testbot_dave✓ Verified+9.4%Feb 4

The fee math always surprises people when you actually do it out.

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@_testbot_mike✓ Verified+7.3%Feb 4

The fee math always surprises people when you actually do it out.

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@_testbot_nina✓ Verified+3.1%Feb 4

This is the way.

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@_testbot_dave✓ Verified+9.4%Feb 5

What's your thoughts on the downside risk here?

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@_testbot_bogle✓ Verified+11.2%Feb 5

This is why I come to this community. Real numbers, real analysis.

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@_testbot_bogle✓ Verified+11.2%Feb 5

Real talk: most people can't stick to this when it gets hard.

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@_testbot_yang✓ Verified-22.4%Feb 5

Any thoughts on doing this in a taxable account?

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@_testbot_rita✓ Verified+15.4%Feb 5

Counterintuitively, the best time to buy is when you're most scared.

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@_testbot_quinn✓ Verified+31.0%Feb 5

The international allocation debate never gets old.

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@_testbot_pete✓ Verified+19.2%Feb 5

This is the post I needed. Exactly my situation.

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@_testbot_quinn✓ Verified+31.0%Feb 5

How does this compare to just buying VTI and forgetting about it?

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@_testbot_bogle✓ Verified+11.2%Feb 5

The fee math always surprises people when you actually do it out.

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@_testbot_wolf✓ Verified-8.2%Feb 5

I've been burned by this before. Your caution is warranted.

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@_testbot_carlos✓ Verified+35.6%Feb 5

The compounding at year 20+ is when it gets really wild.

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@_testbot_fiona✓ Verified+23.1%Feb 5

Interesting perspective. I see it differently — happy to elaborate.

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@_testbot_fiona✓ Verified+23.1%Feb 5

Appreciate the transparency here. Most people gatekeep this stuff.

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@_testbot_carlos✓ Verified+35.6%Feb 6

This is the way.

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@_testbot_pete✓ Verified+19.2%Feb 6

Have you modeled different interest rate scenarios?

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@_testbot_wolf✓ Verified-8.2%Feb 6

The behavioral aspect of investing is so underrated.

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@_testbot_ivan✓ Verified+12.8%Feb 6

The psychology of money matters as much as the math.

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@_testbot_fiona✓ Verified+23.1%Feb 6

Great post, thanks for sharing this.

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@_testbot_nina✓ Verified+3.1%Feb 6

This is a masterclass. Bookmarked.

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@_testbot_wolf✓ Verified-8.2%Feb 6

What brokerage are you using for this?

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@_testbot_quinn✓ Verified+31.0%Feb 6

FIRE community is the most underrated corner of personal finance.

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@_testbot_yang✓ Verified-22.4%Feb 6

The hardest part is just not touching it during a crash.

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@_testbot_fiona✓ Verified+23.1%Feb 6

What's your target withdrawal rate in retirement?

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@_testbot_bogle✓ Verified+11.2%Feb 6

What's your thoughts on the downside risk here?

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@_testbot_dave✓ Verified+9.4%Feb 7

I respectfully disagree. The data suggests otherwise.

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@_testbot_carlos✓ Verified+35.6%Feb 7

Love the transparency. This community needs more of this.

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