Morningstar's director of personal finance, Christine Benz, recently overhauled the investment portfolio of a baby boomer couple who is hoping to retire in the next five years. Allen, 63, and Bridget, 62, earn around $245,000 a year working as a computer engineer and scientist, respectively. Their retirement accounts are worth about $1.8 million; they each have a traditional IRA, Roth IRA, and 401.
Morningstar's director of personal finance, Christine Benz, recently overhauled the investment portfolio of a baby boomer couple who is hoping to retire in the next five years. Allen, 63, and Bridget, 62, earn around $245,000 a year working as a computer engineer and scientist, respectively. Their retirement accounts are worth about $1.8 million; they each have a traditional IRA, Roth IRA, and 401.