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Omaha Steve

(108,671 posts)
32. Marta and I are very lucky
Mon Feb 24, 2014, 10:22 PM
Feb 2014

Marta has TWO pensions. One is an over-funded (won't go broke) CWA pension from the phone company. She has a 401K. We have a couple IRA and Roth IRA's. I used to trade stocks in the late 90's boom at the Ameritrade. The headquarters was a couple miles away. We did good. I used to watch CNBC endlessly years ago.

Add in Social Security when we are old enough.

Last year our social equity fund (no guns, booze, tobacco, etc.) beat the S&P: https://domini.com/about-domini/News/Press-Release-Archive/domini-equity-funds-outperform-benchmarks-for-2013

Marta has her Masters. She has a large promotion in the works. She will get to work from home most of the time starting this summer.

Because of our health, travel plans we had are out. We will stay home and feed the birds while sitting on the deck, watch grand kids, donate some time to worthy causes, etc.

I'll have my pension (Marta gets a 75% survivor benefit when I'm gone) and a 457b account at ING that I used to put 26 days of overtime a year into for the first nine years I worked at Brown Park.

http://retireplan.about.com/lw/Business-Finance/Personal-finance/What-is-a-457-b-Plan-.htm

Unions made a good part this happen for us. Why would anyone not want to be in a union?

OS

Recommendations

0 members have recommended this reply (displayed in chronological order):

Enjoy! joeybee12 Feb 2014 #1
Congrats. I pretty get to work until I die unless a winning lottery ticket blows into my hand. KittyWampus Feb 2014 #2
I retired at the end of 2013 lillypaddle Feb 2014 #16
Have a retirement barbecue! KansDem Feb 2014 #3
The beer choices are pretty sucky. longship Feb 2014 #14
I think my retirement menu TxDemChem Feb 2014 #22
Hehehe longship Feb 2014 #25
My beer is union German brewed in small batches in MN Omaha Steve Feb 2014 #29
And add greytdemocrat Feb 2014 #24
The owner of the bar that had those had some issues with the health dept Omaha Steve Feb 2014 #36
Lucky Whip! I'd rather work until they cart me away!...nt Walk away Feb 2014 #27
Enjoy retirement nadinbrzezinski Feb 2014 #4
Enjoy your retirement, it is the best job I ever had. They shut our mill down in April 2009 doc03 Feb 2014 #5
They shut ours down in December, 2001. Fuddnik Feb 2014 #13
I hear these multi million dollar "experts" like Suzy Orman telling people to keep doc03 Feb 2014 #31
I'll be just 1.5 months short of 58 when I retire Omaha Steve Feb 2014 #33
I hope everything turns out in your favor! nt Sarah Ibarruri Feb 2014 #6
Retirement. progressoid Feb 2014 #7
congratulations, but bummer about your contract.... mike_c Feb 2014 #8
You're going to be so busy you'll wonder WhiteTara Feb 2014 #9
Good luck. Just keep fighting for unions no matter what. JDPriestly Feb 2014 #10
My dear Omaha Steve! CaliforniaPeggy Feb 2014 #11
Retirement? seveneyes Feb 2014 #12
Congrats! ctsnowman Feb 2014 #15
Come on in, the water's fine. hay rick Feb 2014 #17
Bet you are actually just changing focus. rurallib Feb 2014 #18
You're in for the sweetest part of life.... Rowdyboy Feb 2014 #19
You will love retirement. madfloridian Feb 2014 #20
I AM SEETHING WITH ENVY!! AAO Feb 2014 #21
Happy retirement to you! TxDemChem Feb 2014 #23
Congratulations! I am very jealous! But in a good way. Squinch Feb 2014 #26
It's been almost 2 years since I retired. Health is better, weight is better, WOW level 90. Shrike47 Feb 2014 #28
Number one blessing of early retirement is dixiegrrrrl Feb 2014 #30
Marta and I are very lucky Omaha Steve Feb 2014 #32
Good for you!! oldandhappy Feb 2014 #34
Thanks for asking Omaha Steve Feb 2014 #35
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