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I got an email saying I need to transition to brokerage or I will incur fees. I have a mutual fund and a small inherited ira. I called them and I am more confused than ever, even after being transffered to an account specialist. My questions after I transition are: 1. Will there be any fees...

I am 55 and retired. Is there a limit on how many times I can do a partial rollover of my 403b at TIAA to my tIRA at another company in the same year? I hate having money out of the market even for a few days.

I didnt know which forum to post this on and I went with this forum since retired couples normally dont have kids at home. I've googled this a few times over the last few months and cant find an answer, years ago I saw info on this but I dont remember the facts. Anyways how do you compare a...

I retired April 3,2017 at age 51 and my net worth is 74% higher today than it was on my retirement date. Thats insane. This post probably wont age well, we'll probably have a market crash soon. Thats ok. I can handle a 50-70% market pullback.

Is it ok if I post this in this forum? Please? I grew up without a tv. But everytime I went to the barber as a kid, Match Game was on the tv. Nothing says 1970s more than Match Game. For the past 6 weeks I've been watching it on GSN, they have 2 episodes 5 days a week. I just adore the 1970s...

I'm single and 55 with no family and I am retired. 63% of my money is in a non retirement mutual fund at Vanguard(the rest of my net worth is in tIRAs and Roth IRAs). Can I just name a beneficiary on that non retirement account and not do a will or would it not be very smart to do it that way? I...

I retired 3.4 years ago at age 51 on April 3,2017 and am 99% in stock mutual funds. If this is the wrong forum move it, I thought those retired would be the biggest help. Long post ahead. I guess my 2 questions will mainly involve: 1. Taxes 2. Bonds. I know nothing about bonds. On the taxes...

Is there any reason I should not do my Roth IRA conversions directly from a regular 403b? Would you rollover 1st from 403b to tIRA before converting to a Roth IRA? Only reason I can see for doing so is if I would want to recharacterize? I'm am a newly FIREd 51 year old. I am wanting to over the...