One thought on “Year-end Coming

  1. Anonymous

    1) Move the money from my standard IRA into my Roth IRA, and change paycheck withholdings so that I can fund this account monthly, rather than from a large income tax refund.

    2) Increase emergency fund by $6000

    3) Pay off amount of home equity line of credit in excess of the amount owed to us (we hold a real estate note). This is about $15,000.

    4) Change my health insurance plan.

    5) Finalize plan for our oldest child’s first year in college.

    6) Start education IRAs or some such account for the younger 3 kids.

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