mghandyman
Confused about dryer sheets
I am age 64 and live in an area I consider to be "a vacation location".
Married with two children and two grand children. Wife retired in 2010.
Assets include tax sheltered accounts (401ks, traditional IRAs), rental property and a little in after tax accounts.
I am new to retirement and am trying to sort out the relative priority of several areas to address including (in no particular order):
1) When to take SS
2) Withdrawal rate and from which source(s)
3) Whether to rollover existing 401k to IRA
4) Whether to rollover existing IRAs to Roth IRAs
5) When and how to disposition rental properties
6) Replacing traditional FA (1%) with robo-adviser
And maybe more important: What is omitted from the list above.
I look forward to learning from this forum.
Married with two children and two grand children. Wife retired in 2010.
Assets include tax sheltered accounts (401ks, traditional IRAs), rental property and a little in after tax accounts.
I am new to retirement and am trying to sort out the relative priority of several areas to address including (in no particular order):
1) When to take SS
2) Withdrawal rate and from which source(s)
3) Whether to rollover existing 401k to IRA
4) Whether to rollover existing IRAs to Roth IRAs
5) When and how to disposition rental properties
6) Replacing traditional FA (1%) with robo-adviser
And maybe more important: What is omitted from the list above.
I look forward to learning from this forum.