ICNTR
Recycles dryer sheets
- Joined
- Jul 3, 2012
- Messages
- 81
June 15, 2012 was my last day before FI/ER. I now need to decide what to do with this most recent corporate 401k (about $300k) and pension (about $100k lump sum option).
For years past, I have always been able to have an in-law help with this as he is a financial advisor with Waddell & Reed. However, due to some recent changes that I will spare you, it looks like I am suddenly on my own to figure this out.
I want to avoid taxes and penalties so I assume these will need to be rolled into an IRA of some sort. Any recommendations or suggestions? Is this something I can do entirely myself or do I need some sort of broker or other help.
Thanks in advance for your thoughts.
ICNTR (I Choose Not To Run)
For years past, I have always been able to have an in-law help with this as he is a financial advisor with Waddell & Reed. However, due to some recent changes that I will spare you, it looks like I am suddenly on my own to figure this out.
I want to avoid taxes and penalties so I assume these will need to be rolled into an IRA of some sort. Any recommendations or suggestions? Is this something I can do entirely myself or do I need some sort of broker or other help.
Thanks in advance for your thoughts.
ICNTR (I Choose Not To Run)
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