What do we have for the new year? For starters, I injected my HSA with the max lump sum, just to get it out of the way. I had to wait a bit for the escrow refund from my previous loan to come in, but now that it's deposited, I'm set up to lump sum the Roth IRA next week. Once taxes are finalized then I'll lump sum the SEP IRA in a few weeks time.
As far as actually investing those funds, well that may be more on the DCA side. As we've seen, stocks are getting a little crazy. Just the last week of January went into a freeform dive, which of course I took advantage and shoved a little more dry powder into index funds, ever so slightly moving the AA needle.
Yah so I'm probably gonna need one more month before I can safely coast into the $800K threshold. I start paying down the new refi from here on out, so that will assist. At least my property values are moving the right way (for now)! |