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Personal Investments • Lump Sum or DCA a large windfall

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Are you currently maxing out your tax sheltered savings options? If not, I would hold back living expenses and start maxing those contributions.

If you are already taking full advantage of tax sheltered options, lump it.


Any windfall can also be a good opportunity to review your IPS. I can't even imagine how big a windfall would have to be to overwhelm our investing plan. If we do come by that much, I will be sure to come to bogleheads and let y'all know how I deviated from my own advice.

Statistics: Posted by sailaway — Sun May 05, 2024 10:19 am — Replies 16 — Views 1056



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