Shortly after entering last month's NW update, I decided to exercise some stock options, which meant also having to reverse this year's Roth IRA contributions because doing so put us over the income limit for Roth contributions. Company stock was doing much better than it has for a long time, we needed a little bit of free cash flow, and it made sense to spread some of the income tax over this year and next since I have another relatively sizable chunk I plan to exercise next year if stock continues to do well. Proceeds will be transferred into the same mutual funds (USSPX and USNQX) as I've been using since last year, via thirds, one of which was already transferred.
Merry Christmas everyone! |