Message Font: Serif | Sans-Serif
No. of Recommendations: 0
Actually, it's slightly more complicated than that.

We have separate IRAs. Mine contains the rollovers from my 401(k) plan, and hers contains rollovers from a defined-benefit plan that got paid out as a lump sum when she changed jobs. She also has TIAA-CREF stuff from earlier positions.

We don't contribute to our IRAs at this point, but we do contribute regularly to a taxable joint brokerage account.

- Gus
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.