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Retirement Portfolio Needs Some Tweaking

 

Dr. Don,

I am 35 years old and will earn between $75,000 and $80,000 this year. I put the maximum amount in my company's 401(k) plan every year. I also have a retirement plan where the company contributes 4% of my earnings into a fund that I don't control. I have a Roth IRA that is a rollover from a previous job's 401(k). I would like to retire at age 59 and will have my house paid off when I'm between 50 and 52 years old.

I have attached my portfolio for your review. Any advice you can give is greatly appreciated.

Sincerely, ...

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