Converting Real Money to Theoretical Money
Posted: Friday, January 21, 2011
by Terry Mitchell
http://commenterry.blogs.com
There is a process that that I go through in my mind when deciding how much money to put into my retirement accounts such as my 401(k) and Roth IRAs. This process involves determining how much of my real money I can afford to convert to theoretical money. I didn’t get this from any financial advisor. Frankly, I doubt that you would ever hear it from the lips of a financial advisor. However, it is a very important process to me.
Theoretical money, on the other hand, represents those funds that I will need when or if I retire. Barring sudden or imminent death, which is always a possibility for anyone regardless of health, I’m definitely going to need my real money. However, my theoretical money is less certain. That’s because it’s money that I’m saving for a future that I may never live to see. That’s why I said I would need it “when or if I retire.”
Therefore, converting real money to theoretical money involves risk. There is the risk of living an unnecessarily deprived life and then dying and leaving most of one’s accumulated wealth behind. There is also the risk of not having enough funds readily available to ward off a near-term crisis. But not doing it also involves risk, i.e., the risk of living to retirement without having put away enough money. For all of these reasons, the amount that one decides to convert to theoretical money needs to be carefully considered.
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