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My mom recently passed away and her IRA was in a Brighthouse Annuity. I'm trying to figure out what is best for my dad: leave the annuity as is, roll everything into Vanguard, a combination of the two, or something I'm not thinking about at all. There were, what we thought were good, reasons...

I'm not certain whether this post belongs in FIRE and Money. If it doesn't, would a moderator please move it to the correct area? Retirement has been moved up about ten years due to my dad's health issues. We have an offer on our home in NY (we go into contract tomorrow) and have found the...

Through all of our discussions about retirement, funds, and making plans, DH told me many times that he had a very small IRA. I asked for the paperwork a couple of times, but we both kept forgetting to look for it. This week, DH comes into my office proudly holding out a sheaf of papers. His...

Hi everyone! I've been around for a bit, but haven't introduced myself yet. Figured I'd take the plunge today. :greetings10: Here's our background and status: I'm 49, DH is 56. We live in a HCOL area, have a paid off home, and no debt other than a car payment (at 0% interest) for another...