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  1. M

    Can I retire at 55

    Hello, looking for advice. I am about to turn 55 and am thinking about retiring. My financial adviser thinks I can but I would like other opinions. Here is my situation: My investment portfolio is $928,000, (IRA, 401k, Mutual funds) Savings is $40,000 Upon retirement I will receive $40,000...
  2. M

    Mutual Funds-Do they need attention?

    I have three mutual funds worth about $90,000, should I move these assets into an Index fund or something else? My financial advisor at Fidelity wants to move them into a professionally managed account to offset the capital gains taxes. I don't think I will do that because of the fees. Is...
  3. M

    Fidelity S&P 500 Index Fund Recommendation

    I am going to discontinue my Fidelity Portfolio Advisory Service for my IRA, what is a good Index fund to put the IRA into at Fidelity? I am 54.
  4. M

    I am 54 & hoping to retire at 55, questions about Fidelity

    One of my retiremnt accounts is a PROFESSIONALLY MANAGED IRA with Fidelity worth around $400,000. I am considering pulling the plug on this Managed IRA becuase of the fees, last year they were $4000. My research leads me to believe the IRA would probably do just as well if I put it in a low...
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