Saturday, May 13, 2006

Roth IRA

I did some analysis of our Roth IRA accounts and realized that I will likely only be about a $1,000 shy of the $5,000 minimum balance for the elimination of annual fees by the end of the year on my wife's Roth IRA. As such, I made the decision to transfer an additional $1,500 to her IRA now from our savings, so I wouldn't forget to do it later on in the year. Now, we just hope the market keeps rising or at least holds steady. Otherwise, this move will mean nothing.

No comments: