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401K or cards?

With stocks taking a nose dive so far this year it is also affecting everyone's 401K. My question to everyone is if you could would you take all your money out of your 401K and buy high grade or raw vintage in any sport or keep your money in your 401K? Which do you think would have greater returns in 5-10 years?

Comments

  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    Do you realize that if you take out your entire 401k balance you must have left the job and then will be taxed on the entire sum and also pay a 10% penalty on all of the funds if you are under 59 1/2? It will also be added to your taxable income for the year and drive you into a higher tax bracket.


    The hurdle rate is insane to start and you are also buying vintage after a multi hundred percent move. Buy bank preferred stock at 6% and I think you would win because chopping 30 to over 50 percent off the balance from taxes just leaves you with such a smaller balance to start that the returns would have to be exceptional. Remember when you go down 50% you have to go back 100% to break even.

    401k all the way.
  • TomiTomi Posts: 643 ✭✭✭
    I can't speak for people selling in 5-10 years because I'm looking at 20, but the passion that this hobby generates will keep me investing in it. There will always be up and down times in the hobby, but there are a lot of safe bets out there (Ruth, Mantle, high grade RC's). There is a lot of money to be made, but you just have to know what to get and to be very patient.
  • 19541954 Posts: 2,905 ✭✭✭
    Keep your money in your 401K but pull all your money out of stocks and bonds now and put it in CASH. When the DOW gets to 7500 pick up the stocks that pay a nice dividend and are companies that are worth having in your portfolio. I would not recommend sacrificing your retirement money on cards or unopened material. Just my thoughts.
    Looking for high grade rookie cards and unopened boxes/cases
  • Invest in tin foil. Looks like there will be a lot of demand.
  • 72skywalker72skywalker Posts: 1,545 ✭✭✭
    I would do it but only after you make sure to invest 100% of it in unproven rookies-pitchers especially. I do not see how you could go wrong with that investment. Me personally, I buy bridges. I bought one not too long ago in Brooklyn. The guy selling it gave me a really good deal. Pretty stoked about that deal.
    Collecting Yankees and vintage Star Wars
  • New day. Same concept. Diversity is key.



    Retirement fund - check.



    Hoard of delicious vintage - check.



    Cash - yup.



    I'd rather watch numbered ping pong balls in a blender.
  • 80sOPC80sOPC Posts: 1,386 ✭✭✭✭✭
    Sell low buy high is always a good strategy. And why buy a bank stock when you can buy a piece of cardboard with a picture of Hank Aaron. What could possible go wrong with an investment like that.
  • If you have the time and money the fastest growing market in sports cards is hof vintage rookie autos many have realized this already but bargains can still be had or if your adventurous buy some high grade cards to crack and get them signed on your own slab them and you just created an investment now in my own experience I'd rather be on my own time and that deters me from even wanting or worrying about a 401 k also anything can happen in life in a split second and when it does you'll be happy to look at your cards rather than a 401k statement now if it's only financial worries that are on your mind .......first do you plan to stay at your current job ,are you healthy are you financially set than if your good in all those areas id think its play time if not get all that together first.
  • MULLINS5MULLINS5 Posts: 4,517 ✭✭✭
    401k unless you REALLY know what you are doing.



    I don't know enough about sports cards to invest in them. I wouldn't know which cards to buy to hold onto. Sure, we all know the big cards, but if you're investing in cards instead of a 401k you will need a good diversity that spans issues, years, players, condition, etc. Why not keep the 401k and invest in a small handful of those big cards?



    Originally posted by: charrigan

    Invest in tin foil. Looks like there will be a lot of demand.




    HAH!





  • GriffinsGriffins Posts: 6,076 ✭✭✭
    Make an extra mortgage payment every year, pay extra principal on your mortgage every month, and always max out your retirement contribution. Never carry consumer debt.

    Then buy cards.

    Always looking for Topps Salesman Samples, pre '51 unopened packs, E90-2, E91a, N690 Kalamazoo Bats, and T204 Square Frame Ramly's

  • DavisDavis Posts: 705 ✭✭
    Absolutely not. First...cashing out your 401k has a lot of tax and penalty consequences. 10% pull backs in the stock markets are part of the normal cycle. They happen. Don't panic. Stay in and continue adding as it falls so you gain more on the swing back up. You should never be 100% stocks....diversify your holdings.



    Also, people forget that when you buy a high grade vintage card you start in the hole at least 10% due to the limitations of selling in the market. Lets say you buy a card today at auction for $2,000. Then you want to sell it tomorrow and the market for the card is unchanged...you'll be lucky to get $1,800 after selling costs. The card has to appreciate to about $2,250 before your "investment" has made you any money.
  • lahmejoonlahmejoon Posts: 1,758 ✭✭✭✭
    Leave the money in the 401(k) and ride it out. You will come out ahead.
  • tbonewillytbonewilly Posts: 424 ✭✭✭
    1988 Donruss Baseball image
    Ken - Volunteered to work in Florida Keys, now freezing in Ohio
    Work in progress - Unopened Racks/Cello/Wax with star power for Baseball, Football and Basketball
    Collecting unopened 80's boxes and graded packs
    I may be hoarding too much 80's junk wax but I like it!
  • LarkinCollectorLarkinCollector Posts: 8,975 ✭✭✭✭✭
    Originally posted by: Griffins
    Make an extra mortgage payment every year, pay extra principal on your mortgage every month, and always max out your retirement contribution. Never carry consumer debt.
    Then buy cards.

    +1, sage advice.

  • olb31olb31 Posts: 3,477 ✭✭✭✭✭
    Originally posted by: tbonewilly
    1988 Donruss Baseball image



    DO you know where I can find them?
    Work hard and you will succeed!!
  • PM770PM770 Posts: 320 ✭✭
    Originally posted by: Griffins
    Make an extra mortgage payment every year, pay extra principal on your mortgage every month, and always max out your retirement contribution. Never carry consumer debt.
    Then buy cards.


    This is the best advice I've ever seen on this forum.


  • PM770PM770 Posts: 320 ✭✭
    Originally posted by: tbonewilly
    1988 Donruss Baseball image


    This might be 2nd best.
  • vintagefunvintagefun Posts: 1,974 ✭✭✭
    Griffins is the CU EF Hutton. When he talks, people listen...or should.
    52-90 All Sports, Mostly Topps, Mostly HOF, and some assorted wax.
  • Lot's OF wise -a## remarks.



    MY SAYING is "NO one makes more money with my money than me." I like the odds better when I control the investment...not some broker feeding his best clients first.. Happens ALL the time.



    True story from the stock market crash in the 80s era...................



    I purchased a 52 Mantle Nm- MT for $3200. Held it for less than an hour and shipped to the other coast for $3500 plus shipping costs. I was young and happy with the profit. Buyer (another dealer) received card and said it was the best 52 mantle he had ever seen. Further, he said he'd have to get $10K to sell that card. A year or so later he called and left a message. I wasn't sure why he was calling. When he asked me to guess what he just sold....I realized he probably sold the Mantle. I asked ' Did you get $10 K for it?" He said na....he didn't have the heart to charge someone that much. He sold it for $9K. The buyer was a guy who was getting killed in the stock market and saw how much money is son was making with cards.



    Granted this was the prime time to be in the card business. But what is that card worth today????



    My saying applies AND another from my dad. IF you buy junk.....you own junk. HIGH GRADED RARE STUFF WILL HOLD VALUE BETTER THAN THE LATEST .300 hitter rookie card. Those clowns sign a big contract and become short lived .250 hitters. lol



    Invest everything??? Absolutely not....play the market wisely and watch your investment closely...you bet. I've done it recently with high grade sets. Always CAME OUT ON THE PLUS SIDE.
  • LarkinCollectorLarkinCollector Posts: 8,975 ✭✭✭✭✭
    Originally posted by: cuse
    Always CAME OUT ON THE PLUS SIDE.

    This is a pretty amusing coming immediately after reading your 'BAD day for submissions' thread where you state "GOT KILLED $$$ wise on a couple better cards!!"
  • The advice about paying extra on your mortgage is not bad, but a little dated. At sub-4% interest rates, you should be beating that with money elsewhere. Was far more true when interest rates were higher. It's at least something that financial experts disagree on. The other things Griffins said (avoid CC debt, max retirement) are slam dunks. Cashing out your 401k for sports cards ... the opposite of a slam dunk. A slam donk?
  • HAha....if you saw what else was in with my entire submission and the collection you'd prolly s#it your pants...lol

    Break out cards were a gamble and experiment. What I have already adds up to more than I paid for the lot. Only a double I guess not a grand slam.
  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    Originally posted by: charrigan
    The advice about paying extra on your mortgage is not bad, but a little dated. At sub-4% interest rates, you should be beating that with money elsewhere. Was far more true when interest rates were higher. It's at least something that financial experts disagree on. The other things Griffins said (avoid CC debt, max retirement) are slam dunks. Cashing out your 401k for sports cards ... the opposite of a slam dunk. A slam donk?




    There is nothing dated about this advice. Paying down a mortgage is debt elimination and you save permanent interest on each dollar you apply to the principle. Everyone is prone to doing dumb things with money and this is never dumb because you can't lose and overtime it acts as a savings account.

    I make extra mortgage payments and love seeing the balance go down each month that you owe.
  • KendallCatKendallCat Posts: 3,009 ✭✭✭✭✭
    Originally posted by: PM770
    Originally posted by: Griffins
    Make an extra mortgage payment every year, pay extra principal on your mortgage every month, and always max out your retirement contribution. Never carry consumer debt.
    Then buy cards.


    This is the best advice I've ever seen on this forum.




    Good old Dave Ramsey advice and very solid - more folks should follow it. After that buy some cards!!
  • Dpeck--nothing?



    It is dated because it is far more true when mortgage interest rates are high than when they are at historic lows. If your money performs better in the market, you get the difference (say 5% vs 4% to be conservative) plus the tax break.



    I didn't say it was a BAD idea to pay off your mortgage. I would image few have ever done it and thought to themselves, "what a tremendous mistake!" However, reasonable people disagree.



    For example: this!



    http://www.huffingtonpost.com/2012/08/30/mortgage-payments-why-doing-faster-doesnt-pay-off_n_1842499.html



    You can read a lot more about it with a quick google search.



    The other financial advice RE: high interest credit card debt and taking advantage of the benefits of early retirement planning are indisputable and shouldn't be in the same conversation.
  • I couldn't insert the link in my last post because of the forum software.
  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    Originally posted by: charrigan
    Dpeck--nothing?

    It is dated because it is far more true when mortgage interest rates are high than when they are at historic lows. If your money performs better in the market, you get the difference (say 5% vs 4% to be conservative) plus the tax break.

    I didn't say it was a BAD idea to pay off your mortgage. I would image few have ever done it and thought to themselves, "what a tremendous mistake!" However, reasonable people disagree.

    For example: this!

    http://www.huffingtonpost.com/2012/08/30/mortgage-payments-why-doing-faster-doesnt-pay-off_n_1842499.html

    You can read a lot more about it with a quick google search.

    The other financial advice RE: high interest credit card debt and taking advantage of the benefits of early retirement planning are indisputable and shouldn't be in the same conversation.




    I work in finance and trust me not every investment is a win. This potential arbitrage is just that. Potential arbitrage. In many cases arbitrage back fires but debt elimination never does. Sure in my case in theory I could beat 3.625% on my ten year mortgage but it is like buying a CD from myself and while not sexy I can't do something stupid with the money. Also as time goes by you have a paid off asset that can either limit the need for cash flow or generate it. Most people are prone to making mistakes with money whether it is losing it in the market, spending more then they should or finding themselves investing in a bad project like a restaurant so the small savings cost each year might not make you rich but it will never make you broke. Many like myself do not get a mortgage deduction because the interest isn't high enough to send me past the standard deduction so the potential tax break doesn't exist for me. I find it more wise for most to pay down asset backed debt because it is a no brainer and if the asset should fall you are always in an equity position. One of the best financial decisions I have ever made was shortening my mortgage and making extra payments as overtime you develop very solid equity as you rapidly attack the principle.






  • Debt elimination backfires when it forgoes better financial options. It's similar to why it is better to rent in some situations than own. The idea that this is rock-solid financial advice like "don't carry tons of high interest credit card debt" because either it works for *you* or because it is a widely-held article of faith propagated by folks who were paying 14% in 1984 is just wrong.


    Just agree, man. I never said that it was a bad idea to pay off your mortgage. Just not right for a lot of people who would rather trust themselves to put their money in the place where it does the most for them, which was the initial premise of the whole conversation. It's really not controversial.
  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    Originally posted by: charrigan
    Debt elimination backfires when it forgoes better financial options. It's similar to why it is better to rent in some situations than own. The idea that this is rock-solid financial advice like "don't carry tons of high interest credit card debt" because either it works for *you* or because it is a widely-held article of faith propagated by folks who were paying 14% in 1984 is just wrong.


    Just agree, man. I never said that it was a bad idea to pay off your mortgage. Just not right for a lot of people who would rather trust themselves to put their money in the place where it does the most for them, which was the initial premise of the whole conversation. It's really not controversial.




    Paying off debt is better for more people then building equity alongside debt. Leverage is only good when things are rising. Keep in mind when you pay down things like mortgage debt that are asset backed you can borrow against them in the future if you are in a solid equity position which gives you financial flexibility. You wont find me agreeing because after working in finance for 15 years I have seen first hand financial reality and more conservative people generally win when it comes to finance. There are cases where someone is a serious entrepreneur and clearly modest interest rates can easily be eclipsed and increase returns exponentially because of leverage but this is the exception and not the rule

  • Exactly what I was saying.



    So, we do agree!
  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    I would also encourage the OP or anyone reading this to try and max out your 401k regardless of the match from the employer. The more money you can get socked away and sheltered from taxes for decades and get a tax deduction in the process the better. Forced savings and paying yourself first is the easiest way to save. Once the balance starts to grow it becomes contagious where you are dedicated to constantly adding money. My 401k is my most important asset by far and just because you are in a retirement account doesn't mean you have to be aggressive and risk substantial principle loss in the short run. I am 100% in bonds in my 401k and 36 so you don't have to simply go on a wild ride. If you have an employer match even if you put that cash in the money market you still will never find an investment where you can get 50% or more returns on day one.



  • MULLINS5MULLINS5 Posts: 4,517 ✭✭✭
    I've been struggling with the idea of paying my home off. I have a $315 mortgage payment and, I think, the interest rate is 3.7% (I know it's less than 4%). At first I was all about paying it off, then my dad said it would be better NOT to and to use that extra money elsewhere. He has several rental properties and was motivated to pay the mortgages off because of the high (but normal at the time) interest rates. Since he said that I've been stumped on what to do, so I've been saving, saving, saving.

  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    Originally posted by: MULLINS5
    I've been struggling with the idea of paying my home off. I have a $315 mortgage payment and, I think, the interest rate is 3.7% (I know it's less than 4%). At first I was all about paying it off, then my dad said it would be better NOT to and to use that extra money elsewhere. He has several rental properties and was motivated to pay the mortgages off because of the high (but normal at the time) interest rates. Since he said that I've been stumped on what to do, so I've been saving, saving, saving.



    That is a pretty small mortgage payment but with loans it is all just percentages and a relative issue. If you have been putting those funds into a cash equivalent account earning more then 0.60% it is uncommon so in a case like this there is still a spread of over 3.00%. Since mortgage payments are level you can easily quantify what your savings is and it is with after tax dollars. I have six years to go to payoff my condo and my rate is 3.625%. This means every dollar that goes to principle at this moment I save 21.75%. Find me an investment where you can risk free make this return for six years after tax. You can't. I look at each principle payment like buying a CD that matures at some point. The single greatest issue that retirees face is cash flow and having a house paid off reduces the amount of liquidity needed to finance retirement. Perhaps this isn't as big of an issue to someone in their 30's but having the option of turning a property into a cash flow generator and at the same time eliminating an out flow is a wonderful thing. Both of my cars are paid off at this point and it certainly makes things easier not having two car payments to send out every 15th. The good news is you are saving the funds so regardless which route you choose at least your balance sheet looks better.




  • tbonewillytbonewilly Posts: 424 ✭✭✭
    Originally posted by: olb31
    Originally posted by: tbonewilly
    1988 Donruss Baseball image



    DO you know where I can find them?


    Hehe..I think they are still being made and sold at Walmart!
    Ken - Volunteered to work in Florida Keys, now freezing in Ohio
    Work in progress - Unopened Racks/Cello/Wax with star power for Baseball, Football and Basketball
    Collecting unopened 80's boxes and graded packs
    I may be hoarding too much 80's junk wax but I like it!
  • bishopbishop Posts: 2,917 ✭✭✭
    Never take investment advice from people you do not know and who do not know you or your situation on a sport card bulletin boardimage
    Topps Baseball-1948, 1951 to 2017
    Bowman Baseball -1948-1955
    Fleer Baseball-1923, 1959-2007

    Al
  • Jeepers. Now you tell me.
  • KendallCatKendallCat Posts: 3,009 ✭✭✭✭✭
    Originally posted by: Dpeck100
    . My 401k is my most important asset by far and just because you are in a retirement account doesn't mean you have to be aggressive and risk substantial principle loss in the short run. I am 100% in bonds in my 401k and 36 so you don't have to simply go on a wild ride. If you have an employer match even if you put that cash in the money market you still will never find an investment where you can get 50%.



    Agree that forced savings is the way to go because too many people get to the end of the month and find a bill or two that does not allow their best plans to succeed. Did you say you were 100% in bonds? I would like to hear the theory surrounding that move. Maybe if you were 60-70 years old, it at 36 don't you think that is way too conservative - does not seem to follow Buffett or Benjamin Graham.
  • I also would like to hear Dpeck's thoughts on bonds vs. stocks when you're in your 30s. I am 31 and overwhelmingly in stocks - with the basic rationale that I don't care about short term swings (risk tolerant), have no plans to withdraw prior to retirement, just want to maximize long term gains, and don't believe doomsaying prognosticators who claim to have a crystal ball about the short term fate of the economy. Always interested to learn, though.
  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    I have only been in the stock market in my 401k for two days in the past two and a half years for a quick trade from severely oversold conditions. I am getting closer to making a move with this recent sell off but have yet to move out of long term bonds.

    The rationale for being in bonds is very simple. The market in my view became wildly disconnected from fundamentals a few years ago and I simply didn't want to risk my largest asset to the eventual decline. There is a big misconception that you can't make money in bonds. It couldn't be any further from the truth. Bonds obviously pay a coupon or interest payment and also move up and down in value. The price movements are predicated on two factors. Prevailing interest rates and credit risk. Most believe it is a simple math equation of interest rates go up and bond prices go down or vice versa. That is true for treasuries but not true for all other types of bonds. That said I became convinced and still am that interest rates can't rise much as the interest expense will cripple us and global economies have become addicted to low rates. Lower mortgage rates for example create more affordability and the ability for prices to be bid up and also in the case of automobiles a more affordable payment based on much higher purchase prices. I have been an outlier with this forecast as most thought interest rates on bonds would rise. Fortunately I was right and made 14.4% in 2014 and just under 5% last year. Clearly with the ten year at just over 2% the potential for capital appreciation is lower but if I am right and bond yields fall further you could easily make a nice return in the coming year. The obvious risk is that coupons are low so if rates move back to 2.50% you will be in a short term loss for certain as the bond prices will fall more then the coupon.

    There are so many different schools of thought when it comes to employer sponsored retirement accounts. In my view it is less important to make money then it is to contribute because in my case my employer matches 7%. Last year for example I put in the $18,000 and then your employer if they match can do so up to a maximum of $260,000 in wages. Assuming one is able to completely max out their contribution you are in a situation where you are at just over 100% rate of return on your investment immediately. The other major issue is it becomes a lot harder to be a long term investor in risk assets as your balance gets larger. When you start out wild fluctuations really have little consequence good or bad. Once you have been investing for a number of years a 10% hit is a new luxury car and much harder to watch evaporate even if it is only temporary. I personally do not see the market moving up a great deal in the coming years and have no interest in a standard let it right strategy. My income is also at risk from a prolonged downturn and having my largest asset get killed at the same time just doesn't interest me.

    The other extremely important issue with high quality bonds is they are what you call a self healing asset. For example lets say that the bond declines by 10%. You know as long as it doesn't default that within a few years based on coupon payments you will recoup your losses and much easier to stay invested. So many people say they aren't worried about price decline from investments until it comes. Once it has arrived the masses are prone to making adjustments that hurt them. Taking a slower approach with less draw down risk works for some people. Not everyone can stomach 30% declines. My primary goal is to always have the balance rising whether it from gains or from contributions.

    How you invest in a 401k is up to you but the issue is just doing it and getting the match and building a pile of money for the long run.
  • GriffinsGriffins Posts: 6,076 ✭✭✭
    Originally posted by: charrigan
    I also would like to hear Dpeck's thoughts on bonds vs. stocks when you're in your 30s. I am 31 and overwhelmingly in stocks -.


    31? At best you've been thru one downturn and not a full cycle. Don't worry, you'll complete that fairly soon I'm afraid. Until you've been thru a couple you have no idea what you're in for. Once you have you'll cling onto the equity in your house and your retirement funds. I hope you have some of that after conquering the S & P 500.

    Always looking for Topps Salesman Samples, pre '51 unopened packs, E90-2, E91a, N690 Kalamazoo Bats, and T204 Square Frame Ramly's

  • EDIT: Best not to disrespect the elderly.
  • I was just sharing a story with a collector buddy of mine telling him how a few years back, I was going to ONLY invest in vintage unopened product and stop putting funds into my ROTH IRA's. Well, my banker and friends discouraged me from investing in "children's" baseball cards and make manly investments in stocks and bonds!
    (I really hate them right now!) image

    That said, I've been buying, selling and trading vintage packs for 40+ years now and I don't remember a time I actually sold a pack for less than I paid for it. As a matter of fact, I've bought the SAME pack more than once and still made a decent profit when I sold it the 2nd or 3rd time. I keep wondering if these old things are recession proof and I'm really starting to believe they are!

    But, as strongly advised, diversification is key when considering good future investments and keeping your money in the 401K is still a GREAT idea.
  • Dpeck100Dpeck100 Posts: 10,912 ✭✭✭✭✭
    Originally posted by: LuvOldPacks
    I was just sharing a story with a collector buddy of mine telling him how a few years back, I was going to ONLY invest in vintage unopened product and stop putting funds into my ROTH IRA's. Well, my banker and friends discouraged me from investing in "children's" baseball cards and make manly investments in stocks and bonds!
    (I really hate them right now!) image

    That said, I've been buying, selling and trading vintage packs for 40+ years now and I don't remember a time I actually sold a pack for less than I paid for it. As a matter of fact, I've bought the SAME pack more than once and still made a decent profit when I sold it the 2nd or 3rd time. I keep wondering if these old things are recession proof and I'm really starting to believe they are!

    But, as strongly advised, diversification is key when considering good future investments and keeping your money in the 401K is still a GREAT idea.




    With post tax dollars I would bet there are plenty of collectors who have done better on a percentage basis or in actual dollars in collectibles.

    There are plenty of items that have out performed the market. Heck I bet every high grade Mantle card since 2000 has destroyed the returns of the stock market.

    In 2001 a 1952 Topps PSA 8 Mantle was $29,000.

  • Good point Dpeck100

    I've been VERY pleased with the performance of the majority of MY collectibles over the years.
    Plus it's a FUN hobby! WIN WIN!!! image
  • MULLINS5MULLINS5 Posts: 4,517 ✭✭✭
    I wouldn't want to be retired and selling off collectibles as my sole source of income.











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