stephenson
Thinks s/he gets paid by the post
- Joined
- Jul 3, 2009
- Messages
- 1,614
Just pulled chocks at Megacorp.
Intent was to exit the limited alternatives at Megacorp (btw - their cost was almost as good as lowest at Fido and Vanguard), go to cash, and then build stock/bonds portfolio from Fidelity's funds. (I have both IRA and Roth IRA at Fido)
I have a Fido rep and we have been meeting on phone/online every other week since I quit work. I have asked him to develop a plan to dollar cost average back into stock and bond funds based on our recent discussions - that we could execute on down stock market days. (not really market timing? )
I have retirement income from military and Megacorp so I can be a bit more aggressive than the usual recommendation for 63 yo ... spouse is same age.
What mix and specific funds would you recommend given my circumstances ... I'll provide the Fido Rep (good guy, I think) recommended process, mix and funds back to the group when I get them from him.
Thoughts? Thanks!!
Intent was to exit the limited alternatives at Megacorp (btw - their cost was almost as good as lowest at Fido and Vanguard), go to cash, and then build stock/bonds portfolio from Fidelity's funds. (I have both IRA and Roth IRA at Fido)
I have a Fido rep and we have been meeting on phone/online every other week since I quit work. I have asked him to develop a plan to dollar cost average back into stock and bond funds based on our recent discussions - that we could execute on down stock market days. (not really market timing? )
I have retirement income from military and Megacorp so I can be a bit more aggressive than the usual recommendation for 63 yo ... spouse is same age.
What mix and specific funds would you recommend given my circumstances ... I'll provide the Fido Rep (good guy, I think) recommended process, mix and funds back to the group when I get them from him.
Thoughts? Thanks!!