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$1,000 to the Roths

April 12th, 2009 at 07:28 am

I transferred $1,000 to my wife's Roth last night. This is part of the tax refund money. I haven't sent all of that money in yet because I ended up lending my mom some money. Her taxes ended up being more than expected due to some investment gains and it made more sense for us to lend her the money rather than her having to cash out some other investment. We'll get it back in a couple of weeks when a CD matures. Then that money ($1,500) will go to the Roths also. Plus, the remainder of the tax refund will go shortly.

That puts us at $5,165 to the Roths YTD so we're over the half-way point. My goal is always to max them in the first half of the year so we are right on track.

1 Responses to “$1,000 to the Roths”

  1. SicilyYoder Says:

    I have to pick my taxes up Wednesday- I always wait til the 15th to mail them. I always owe.

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