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I am taking 35,000 of our 403b to be at the top of the tax bracket. I use it for our emergency fund when husband retires.... do not need the money so could I put in money market or buy some mutual funds and then pull it when I need it.?

Hi, I am retired with a pension of 1500 a month.. so this is the question ? My husband can not get full pension until he turns 65... so he wants to retire a year earlies... if he pulls his pension a year earlier it will be 3,674 vs waiting a year at 3,941... I figured that it would take 14...

we need to live off some of our savings for about 18 months after retirement. I will need about 40,000 so should I (1) withdraw from investments mainly the Bond funds ? (2) have dividends and interests from funds go into cash? (3) take 40,000 and put into a cash place.. but not making any...

we have son with a moderate mental disability. I would love to hear from other families that have a child with a disability. hope to hear jwr62

I rolled over to Swabb from my school system 403b. I think I am starting to like them.... I am getting all this free stuff FA for my retirement and now someone looking into my pension options and amounts. It will be interesting to what he says.... but I will say that I do trust you guys on...

what are the options of this Monte Carlo retirement calculator

At the age of 62 I feel that I have made a mistake when it comes to saving money in different accounts... now planning for retirement and looking at all the tax stuff, I realized that we should have put more money into a taxable account.... Most of our money is in a tax deferred account... In...

I think that we wait the 22 months to put husbands pension so that means that we will have to pull from our IRA. I think we could get by with taking 2.5% of the portfolio which would be 27,000. So this is the question...... when we set up the 403b into a IRA should we have one years worth in...

these robo advisers like the one at swabb... I do not think are a good thing...the intelligent portfolio makes you have 6% in cash. Too me that does not make sense, you do not even make any interest on that money. I would love to hear from of the people on this forum about them. thanks

I have finally figured it out so I want to put it out there to hear what you guys think. You have helped in the past. I am retired and husband retiring in January. When husband retires we have a 22 month window to deal with before his Normal Retirement Date. Our monthly spending will be...

what are some thoughts about the quicken premier program... I use the mint.com for my budget... I really need something more for our retirement plan. Hope to hear. jwr

OK.. I am talking with a Vanguard personal advisory today but I do not think she will give me the confidence on retirement that I am looking for. I do all our money stuff while my husband still works.. he is looking to retire in January. I would like to learn more on when it is time to take...

Hi, my name is Janis... I retired May 28, 2015 as a school teacher of 16 years. My husband is planning to retire Jan. 31 2017. I am already getting nervous about this journey into our next life. Even though I have a small pension1,500 a month, he will not be able to get his pension of 3,800 a...

what do you think of the wealthfront website. thanks