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Personal Investments • Portfolio review please - updated due to significant change

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… This is the big change. We will have a non-COLA pension estimated to be $73K a year with me having survivor benefits. Spouse's pension has been frozen effective 6/24. This turns it from a $73K estimated pension to more like a $35K pension. …

… This changes alot, IMO. Key questions - how much more do we need to save to make up for the loss of this guaranteed income? …
If you are targeting your retirement portfolio to be 25x of your annual retirement spending gap, a back-of-the-envelope calculation says you would need to save $950k more which is 25 x ($73k - $35k) minus the two 10% extra employer 401k contributions to be received.
Well, that's definitely not going to happen in the next 10 years. My savings rate is pretty good, but not 95K a year good.
Agree these last minute retirement financial curveballs stink. Hang in there.

My spouse’s company was sold and all employees laid off just 1 year before vesting in fully-paid generous post-retirement healthcare benefits (with retirement age being 55!).

Statistics: Posted by HomeStretch — Fri Jan 26, 2024 8:54 am — Replies 10 — Views 1300



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