No. of Recommendations: 0
No! The catchup contribution is effective starting the year one turns 50, not 55.

My bad. I knew that, but was distracted.

The car loan balance is <17K (2004 Monte Carlo)

You have much more expensive taste in cars. <grin>

$3500 into DH's Roth, $3000 into your Roth.

DH needs to get busy on that SEP and putting some money away.

The index funds are standard Foolish fare. However, since it sounds like y'all are just about a decade or so away from retirement, you may want to balance your growth oriented approach with a preseration-oriented approach.

Who would still put money down on your car first since it has a slightly higher interest rate...
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