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Originally Posted by Bikerdude
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Thanks for the link! Fortunately, from what we can tell right now, she won't need that money for quite a while, so for now I think she's ok with investing it, and BIL is satisfied that her cash flow is good enough that he's good with investing it also.
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Originally Posted by Brat
Were I she I would but my $ in something like Wellington or Dodge and Cox Balanced. Both have a history of managing the down side well with a steady-Edie 10%+ average return.
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Yes, I was thinking either a Target Retirement or if she could handle a little more complexity, US stock, US bond, and international index funds. I'll start a new thread with that when I get the advisor picks for comparison.
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Originally Posted by Brat
If her annuity payments go directly to her IRA fund custodian in a MM, she can invest that too as she accumulates sufficient sums.
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The annuity payments she'll get still count as regular income, right? Or are you saying they could be classified as IRA rollover money? Either way, yes, she can definitely be investing this money, especially these next few years while she's still working.