My Vanguard investments
Me and my wife are 59 1/2 years old I have $60,000 in my Vanguard cash plus account also have $85,000 in the 2035 target retirement mutual fund also $5,000 in the admiral 500 index mutual fund my wife is going to roll over hundred thousand dollars of her old Allstate retirement fund (which she hasn’t worked for over 15 years )into Vanguard traditional IRA is this a good idea or you have different advice?
I also have to mention that me and my wife have a total of $25,000 in Vanguard Roth IRA just wondering if all these investments together is what I did smart thing or you have A better way of investment
Terry Says
I think I’d need a lot more information about your entire financial situation to give you good advice. That’s why I’m going to recommend you click on this link and watch the video I did with Pam Krueger of Wealthramp, a service that will match you with a carefully vetted, fee-only FIDUCIARY advisor. This is someone who is not trying to sell you anything!
Please at least set up the first meeting. This is someone who can look at your entire retirement income and investment risk picture, and help you make a plan that will give you the most retirement security.
