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We received an overnight deposit from US Treasury of $1,200. That was fast. I did have a refund in 2019 and had my bank account information on the IRS tax return.

DH retired 1 1/2 years ago and has left 401k in the employer sponsored Plan at Fidelity. We have low cost index funds available via the Plan. He has approximately 1.5 mill.. We met with a Fidelity advisor when we retired to discuss our retirement plan. This was our 1st time meeting a Fidelity...

Hi all. Bit of background - DH & I plan to retire this year. Also sell our current home and move to GA. Our retire date was 4/1/18 but now I think we should give notice when we get an offer on our home. We need to do some work on our home to get it ready for sale. Paint, replace some dated...

Our AA is 70/30. DH is 59 & I am 55. Our plan is to retire 4/1/18. I have been meaning to move our AA to 60/40 due to retirement date that is 16.7 mos away. But I have procrastinated because I have enjoyed the returns on the 70%. Currently: $2.1 mil in 401k's & IRAs (70/30) +$150k cash I have a...

We are in the cash accumulation stage prior to our retirement in 20 months or so. I am trying to find the best place to park this cash. Currently: CU $64k : 0-25k 3.5%, >25k .50% CD $25k (3 yr) 1.74% Ally $57k @ 1% Thinking of moving $50k to Vanguard High-Yield Tax Exempt fund (VWALX).Yield...

I needed to send money asap from my acct to a friend in need (out of state). I recently opened an Ally account, and went thru the process on line via the "pop money" feature. Well they will withdraw the money today but it will not be received by friend until Monday! 3 business days. I have the...

DH & I are over income limits to contribute to a Roth. However, based on what I have learned here and on BH, DH funded $6500 in a traditional IRA (MMA)and then converted it to a ROTH IRA (VGTSX) in 2013. DH did not have an existing IRA. The value is currently $6,079. We did not fund the Roth in...

Hi - Stats me 52, DH 55. We have invested in our respective 401k's as follows: DH with his employer for 30 years and contributed 6% to get the co match and over time contributions to 401k are now at 15% + co. Match. He will also get a pension. I have only had a 401k the last 19 years and am curr...