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    Medicare - False Diagnosis ??

    Curious if this is a big deal or not?? .... We moved to a different county in Florida, thus we had to find new Drs..... My DW is 70 years old, went to the doctor for a check-up and blood work. (She is a retired nurse) After looking looking over the order for lab work, she noticed that there...
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    Nationwide Peak® 10 fixed indexed annuity

    Thinking outside the box a bit ..... Curious on your thoughts ...... 62 Married, DW is 70.... I would like a steady income stream of 48k, so I was thinking of putting 750K in the Nationwide Peak 10 fixed indexed annuity ...... Based on their publications it looks promising with never running...
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    Hurricane IAN - Lost our home & belongings

    Well, this is a first for us.... Never have we lost everything at one time, now to figure out what we can do. We lost our home and belongings in Hurricane Ian...... We were in a 55+ Community made up of 685 RVs and Park Model Mobile Homes..... Most including ourselves have no flood insurance...
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    CD Purchase from Tax Deferred IRA?

    Question -- My portfolio is all in a tax-deferred IRA from a former 401k account...... With the market going down and I have some funds in a cash account (Tax-deferred)..... Through Fidelity I can purchase CDs on-line..... I was thinking of purchasing 200k from the cash account 3 months...
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    Pipeline Stocks ?

    With everything going on in the world today, I am contemplating investing a substantial amount in Pipeline Stocks...... I have been on and off the fence, then seen a news post this morning that got me thinking again ....... Thoughts ?
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    Confused - TMFGX ?

    Can someone explain to me what Motley Fool Mid Cap has done this past month? The funds no longer exists, looks like a name change to TMFM. The holdings I had in TMFGX are worth far less in this new fund TMFM than there were 16 days ago ..... TIA
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    Medicare 66 --- Health Issue What to expect ??

    DW is 66, very healthy woman got on Medicare at 65. About two weeks ago, she had extreme abdominal pain, went to the ER and had an emergency appendectomy surgery, then complications....... FL residents with the Aetna Advantage Plan - This illness is all happening in Missouri not at our...
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    CARES ACT -- Pulling Cash Penalty Free from IRA

    What are your thoughts on pulling out some cash from an IRA if you are not 59.5? With the CARES Act, looks as if you can pull out up to 100k without penalty and have 3 years to pay the tax on the funds pulled ...... Thoughts?? Assumption - Retired Early before 59.5
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    Timing of dividends

    Question --- I have our investments in IRA/Mutual Funds at Fidelity --- I am wondering if I move the investments to more bond secure funds, will I still get the dividends through the end of the quarter/year if I no longer have any $$$ in said funds???? ---- I have never known if you get paid...
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    Thoughts on Fees ??

    We are into our 4th year of retirement, have rolled our 401k into IRA's with Fidelity Investments ...... While we worked I always picked our funds from the cafeteria that was available and now 30 years later we I find myself not very educated, as well as I wonder if I should be paying Fidelity...
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    Healthcare Ministries and Selfpay - Options

    Current Situation: Me - Age - 54 DW - Age - 62 Florida Residents Income from Taxable Income (IRA & SS) - 110k Florida Blue - $1132 Per Month, with a $6800 Deductible Each Health Care is just so expensive, we are in pretty good health, normally go to the doc once or twice a year for...
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    Mobile Home Insurance in a Retirement Community

    We recently retired to Ft Myers FL, purchased a mobile home in a 55+ RV Park where you own the land. We paid cash and I began talking to the other residents about home insurance..... I found that probably 80% do not carry any insurance on their homes, due to the price...... What are others...
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    Divorce on paper ??

    Thoughts on getting divorced for financial reasons?? Married for 33 years DW - Retired at 59.5, currently 62 and first SS check arrives next month Me - Retired/Left workforce at 52, currently 54 We both rolled over our 401ks to IRAs and are currently living off DW, she draws from two Annuities...
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    1099 Reporting Wrong State

    Need Advise-----> New to retirement and did not inform the financial institutes we deal with of our move timely. Problem - I have three 1099s That show our resident state as Missouri, we actually had moved to Florida and rented a home in November 2014, through March. During that time we...
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    Retired @ 52, Wife Retired @ 59.5 New to this Forum

    Hello ..... New to retirement, a bit young so we are still getting use to the change ...... A bit about us: Married for 31+ Years Wife worked as an RN her entire life, retired in November 2013 at 59.5 I left my job and career in the IT Field in January 2014 at 52 We both have contributed...
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