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OK - so I have always tried to be a good dad. DW and I (both 70) have 3 children. We want to pass 30% to each and 10% to a favorite charity. Our estate is more modest than many in this forum - About $1.3M OF THAT, about $300k is in IRA accts. To make it easier on the kids, I have been...

Wally & Molly are planning our Estate. The Trust is all set up. Here is the issue: We have an IRA in addition to our after-tax accounts. REGULAR IRA, not a Roth. Shrug. Molly is primary beneficiary and kids are contingent. IF we both pass in a common accident, will THAT trigger any tax...

OK - we are 61. Pension of $59k (CalPERS / Joint life) + SSDI $30k. No debt. House = $400k. Assets = IRA = $400k / After tax portfolio = $200k Live pretty well off our pensions. MAYBE run negative a few hundred a mo. Have been using a nice balanced approach to funds... variety of...

This question is prompted as a result of my former employer's change of administrator for their 401(k) and 457 plans. One of the drivers in the RFP was the fee structure... which got me to thiniking. I know that funds have fees embedded. Duh. My question is this: Since "my" return on a...

Here is my situation. Wife and i are both 58 and HAPPILY retired.;D Income = $84k Debt = ZERO. (Only current month charges on M/Card!) Income is $55.5 California Public Employees, with a max 5% COLA and $28.5 Social Security Disability. Investments are... Old Employer §457 Plan = $70k...

New to this forum.... i think it will be a fun forum! I retired @ age 56 on 12/19/2009 from a Municipal Utility District (Electricity) in Sacramento, CA. I was in the finance / treasury department. Did some cash management, Indenture compliance (re bonded indebtedness used to finance various...