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What do you all think about Tax-Exempt Funds right now? I have alot of money in Vanguard's Limited Term and Intermediate Term admiral mutual funds. I noticed that they have moved up more than I expected the last several months and I wanted to get a feel for the general feelings on Muni. Bonds...

What books do you recommend that help guide someone that is already in retirement? Thanks.

Question: If at 50 years old, one decides to retire and wants to live off interest and dividend income....what etf's and other strategies would you recommend? I was thinking an SPIA for about 700k to give about 2.5k/month in income and live off the interest and dividends of mostly muni bonds...

Hi. My wife is about to ER in the next two to three years (right now she is 47) and we are in the 35 percent tax bracket (2011..it may be 45%). I plan on working another 15 years..but as a principal of an elementary, once she retires my income will only provide a minimal contribution (I...

Does anyone know if there would be any penalty from the IRS is I turn a non-qualified annuity income an income for life one at age 50? Thanks. Trying to get consistent monthly until 59 1/2. Thanks.

Hi. I am never placed any posts here in this forum but I have been reading it for about 6 months now. Everyone here has a tremendous amount of knowledge that they are offering...thanks. My wife and I are contemplating retirement in about three years. We have about 800k right now in muni's...