Recent content by Natvic1800

Thank you. At times, these whole things are so confusing and I am scrambling reading about estate planning (I know it's too late). My lawyer advise me that I can wait 6 months after his death to create a trust for myself and my heir. The pension is taken care of and it will continue as long as I...

I credit it to the junk mails/statements that's been filing up from my late hubby, I read it through from page to page, take advantage of vanguard website, fidelity, t rowe price and any tools and resources that come on my way. I love the public library here as there are tons and tons of free...

Congratulations. I will definitely keep the above bullet points in mind to make sure I am on the right track especially the roth conversion portion. I am taking a look at that Pralana gold tool.

The fun already started or I should say stress, in a way it is great as I will be learning all the stuff by myself and of course with the help from this forum.

Thank you everyone. I am so confuse or just say overwhelm about to create a trust or not to trust. My husband who recently passed away was unable to sign it the suppose trust. Would it be best to transfer assets in my name or just wait for that six months waiting period. I am just a bit scared...

Thank you. Four years from now and I will be 62, been planning it on and off but definitely go for it. house paid off, no debt, daughter been working since graduated from college, 401K/IRA/Roth funded. Always live below my means, planning to reduce my work hours as my employer offer that option...

Been lurking for a while and this is my first post. Definitely this will be my major source of everything as there's tons of info I could learn from this forum. Planning to retire at 62.