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Joined: Oct 2006
Posts: 9,139 Likes: 41
14 point
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14 point
Joined: Oct 2006
Posts: 9,139 Likes: 41 |
I would recommend spending a few bucks and speak with a financial advisor or wealth advisor to come up with a plan (whether you use them or not - you can often speak with them on an hourly basis - your bank may offer a financial advisor(of course they are going to try to sell you a service)). Certainly a lot of that would depend on your investments and holdings; in MOST cases they WILL NOT take into account non-liquid assets when planning.
They can assist you with putting everything on paper, weighing your investment options (if you have any), rolling from a 401K to IRA (depending on your annual income), RMDs, short/long-term gains...etc.
"The struggle you're in today, is developing the strength you need for tomorrow."
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