2021 Quarterly check in

[disneysteve]

Minor point, but if it's desired, I'm pretty sure that you CAN move an inherited IRA into Ally -- a quick Google brought me to the application to do so (link to PDF).

It wouldn't be entirely covered by FDIC, but as a short term holding account, probably not really a problem. However, keeping it with Vanguard is probably easier for later investing it as intended.

True. Sorry if I wasn’t clear. Yes, I could transfer it to Ally but I just got it transferred to Vanguard as that’s where I want it to be. I’m just not quite ready to invest it.

[LivingAlmostLarge]

Retirement up 19.3%, taxable 17.4% not including contributions. We've saved $81k this year so far. I would like to hit $100k. Who knows.

[Nutria]

My investments are 50:50 stocks/bonds. The stocks are 70:30 Defensive/S&P, and the bonds are 62:38 junk/gov't funds. It's up 10.4% for the year, and 3.8% of that is contributions.

I'm content.