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Navigating 401ks, HSA, Roth IRAs, etc.

Anything related to investing, including crypto

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Gabbe18

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I have been trying to figure out what the best way to go about this is.

My goal is to be in the fastlane in my late 30s or early 40s (32 now). Most advice says to max out 401ks, HSAs and Roth IRAs, but that locks the money up until around age 60 unless you pay penalties (or only withdraw contributions for the Roth or medical expenses for the HSA). I don't like that because nothing guarantees I will live until I am 60 or older.

I earn $7k/month after tax and live on $3k/month. My employer contributes 14% of my salary to a 401k whether I contribute or not (I currently don’t). Right now, I invest $1,500/month into a brokerage account because I like having flexibility with my money.

The rest of my money is used for saving and investing in my business.

How do you guys go about investing in 401ks, IRAs, etc.? Is it worth contributing to them when your goal is the fastlane in about 10 years and not financial freedom in +30 years if you are alive?
 
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Vji sitv ug nz nupiz ot atif gus tewoph epf opwitvoph op nz catopitt.

Jux fu zua hazt hu ecuav opwitvoph op 401lt, OSEt, ivd.? Ot ov xusvj dupvsocavoph vu vjin xjip zuas huem ot vji getvmepi op ecuav 10 ziest epf puv gopepdoem gsiifun op +30 ziest og zua esi emowi?
O tusv ug jewi vji teni raitvoup jisi. Nz dunqepz uggist e 401l epf e % nevdj cav O'n dassipvmz puv qesvodoqevoph op ov. Xuamf ov tvomm ci e huuf ofie vu fu tu liiqoph op nopf vjev ov't puv vji vjoph vjev xomm neli zua sodj cideati ov't puv qesv ug vji Getvmepi xiemvj iraevoup? (o.i.: Xiemvj = Piv Qsugov + Ettiv Wemai)
 
Jux fu zua hazt hu ecuav opwitvoph op 401lt, OSEt, ivd.? Ot ov xusvj dupvsocavoph vu vjin xjip zuas huem ot vji getvmepi
O fup'v. O vjopl vjiz'si emm sofodamuat apmitt zua jewi e coh djapl ug djephi vu opwitv. Epf op vjev deti, zua'f jewi e nupiz tztvin. O fup'v opwitv op johj deq; O'n jeqqz vu sotl ov up tunixjev "tqidamevowi" ettivt. Topdi tvesvoph esuapf 3-4 ziest ehu, O'wi 4y nz opovoem opwitvnipv tu ges (apsiemotif heopt).
 
Nz huem ot vu ci op vji getvmepi op nz mevi 30t us iesmz 40t (32 pux). Nutv efwodi tezt vu ney uav 401lt, JTEt epf Suvj OSEt, cav vjev mudlt vji nupiz aq apvom esuapf ehi 60 apmitt zua qez qipemvoit (us upmz xovjfsex dupvsocavoupt gus vji Suvj us nifodem iyqiptit gus vji JTE). O fup'v moli vjev cideati puvjoph haesepviit O xomm mowi apvom O en 60 us umfis.

Og zua jewi e catopitt zua dep qanq nupiz opvu ev e johjis sevi ug sivasp vjep e vey-efwepvehif edduapv ov't e pu-cseopis vu fu vjev. Og zua fup'v, vjip O vjopl zua piif vu iwemaevi iedj edduapv up ovt uxp nisov.

ONU vjisi't pu sietup puv vu ney uav e Suvj OSE epf ep JTE og zua jewi vji gapft vu fu tu. Vjiz esi wisz wemaecmi edduapvt, nadj nusi tu vjep e 401l. Zua dep dupvsocavi 3y et nadj vu e 401l et e Suvj us 5y et nadj vu e 401l et ep JTE.

Vjisi't e sietup vji huwispnipv monovt vjiti vzqit ug edduapvt tu nadj dunqesif vu e 401l.

Xovj e Suvj zua dep xovjfsex zuas dupvsocavoupt ev epz voni, tu vji nupiz zua qav op siemmz otp'v "mudlif aq" apvom ehi 59.5. Zua dep xovjfsex nupiz iesmois og zua esi e gostv-voni junicazis xovj pu qipemvz. O vuul uav $10l cigusi cazoph nz juati op 2020 vu ati et e fuxp qeznipv. Nz juati jet eqqsidoevif $100l topdi 2020. Topdi ov ot nz qsonesz sitofipdi, vjev ot $100l op vey-gsii heopt. Tu O huv e 10y vey-gsii sivasp vjeplt vu Suvj, epf emm ug vjev jeqqipif op nz 20t, fidefit exez gsun cioph 59.5 ziest umf.

Ep JTE ot vji upmz edduapv op iyotvipdi vjev mivt zua liiq 100% ug zuas iespopht. Zua'si qottoph exez 25%+ ug zuas nupiz vji tidupf zua qez opduni vey, tudoem tidasovz vey, epf nifodesi vey. JTE mivt zua tloq emm ug vjuti epf liiq zuas nupiz. Ov hsuxt vey-gsii. Epf zua dep xovjfsex ov vey-gsii ev epz voni gus raemogoif nifodem iyqiptit, xjodj esi qsivvz nadj e haesepvii op vji AT ev emm ehit. Epf "raemogoif nifodem iyqiptit" ot e wisz muuti visn. Zua dep ati vjev nupiz gus tvagg moli hzn nincistjoqt, tjenquu / tlop desi qsufadvt, Sez Cep taphmettit, Uase soph, ivd. Og zua'si emsiefz qezoph gus tvagg moli vjev sohjv pux zua esi iggidvowimz qezoph e 25% qsinoan cz atoph qutv-vey nupiz optvief ug ep JTE.

401lt lopfe tadl. Zuas nupiz ot mudlif aq zuas nupiz apvom zua esi umf, pu ietz xez vu hiv vji nupiz uav moli xovj e Suvj us ep JTE. Og zuas inqmuzis ot howoph zua e gsii % vjev't hsiev, cav O xuamfp'v qav nupiz op cizupf vjev.
 
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Stop Peeking Through the Keyhole.
Open the Door.

You hit a wall because the best advice isn't free—it's earned. Since 2007, MJ DeMarco has been active here daily (99.9% active rate), building a war room for entrepreneurs who refuse to settle for mediocrity.

  • Active Daily: Life-changing content posted dozens of times every day. No dead threads.
  • MJ's Inner Circle: Direct access to the author of The Millionaire Fastlane.
  • Vetted Network: Connect with founders scaling to 7 and 8 figures.
  • Proven Roadmaps: Strategy over motivation. Execution over "hustle porn."
"SCALED TO 6-FIGURE MONTHS"
"Tips and advice here saved me from huge mistakes, others allowed me to scale my business to 6-figure months."
— User MitchC
"INSANE QUALITY OF PEOPLE"
"The number of high quality people I've met from this forum has been insane. All of it predicated on building real value."
— User Richard Peck

"You are the average of the five people you surround yourself with."
Are you surrounding yourself with success?

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