To the discussion around a GFP, that is a Certified Financial Planner. There are to ask many questions has we you, you with clay/tone orientation would offer. First steps of this kind of the consultation, over this kind of forum (a heap of people, which do not know really) is no good idea. To get please with someone. You can go, around GFP. org to find someone in your proximity. Now, I want to speak you as 45 years, who is in the retirement, and who has many years ago, a row 7, and 63 license and was a registered investment consultant. Please take my good, free consultation. She worked hard for this money, around some kids on the Internet has, your life to ruin. Much luck my friend
Roll it into a brokerage firm, going to a CFP or a CFA is gonna cost you a lot of money, you are gonna lose more money in commissions and fees than your gonna make in return, invest 80% in fixed income such as bonds and CDs and use the 20% for equities such as stocks and ETFs, why let someone else spend your money. Once you learned the ins and outs of investing, use more than 20% for equities.
You may want to look into Self-Directed Investments by and maybe open a Self-Directed IRA.
I only recommend this if you know how to invest yourself personally or have someone available to guide you throught the process.
I have seen some investors making a good return of investment at 10% to 12% on real estate secured investments. They are passive and lend money to real estate investors via hard money funds.
If you know how to find great real estate deals you can do it yourself or partner up with someone.
I don’t know enough to make suggestions about stocks, bonds and mutual funds, however, I can tell you that I have seen an average of negative 30% return for the last 12 months of the fund’s performance. . . meaning that people have been losing money in theri portfolio. I actually have seen this for the last two years.
You can email me directly and and I can send you some links so you can perform your own due dilligence.
I have done rollovers with Vanguard, Fidelity and TR Price. It would be hard to go wrong with either of these 3. Vanguard has the lowest fees in the business. Fidelity’s & TR Price fees are not as good, but still very low.
Vanguard’s focus is index funds, they also have many actively managed funds. Fidelity and TR Price focus on managed funds & also have a respectable mix of index funds.
I don’t see any reason for wanting to risk your money at 60. This is especially true in the current year when the economy is faltering and the Bush tax cuts are going to expire. I would suggest a NA Fixed Indexed Annuity. They pay 10% bonus and a 7.5% rider. You can have your money getting a great return and you can get your monthly payments whenever you like. No fees, no risk, and a good return on your money while you are so close to retiring.
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To the discussion around a GFP, that is a Certified Financial Planner. There are to ask many questions has we you, you with clay/tone orientation would offer. First steps of this kind of the consultation, over this kind of forum (a heap of people, which do not know really) is no good idea. To get please with someone. You can go, around GFP. org to find someone in your proximity. Now, I want to speak you as 45 years, who is in the retirement, and who has many years ago, a row 7, and 63 license and was a registered investment consultant. Please take my good, free consultation. She worked hard for this money, around some kids on the Internet has, your life to ruin. Much luck my friend
roll it over into a brokerage account so you can buy stocks. check out my list of stock recommendations:
http://kmsbookreviews. blogspot. com
Roll it into a brokerage firm, going to a CFP or a CFA is gonna cost you a lot of money, you are gonna lose more money in commissions and fees than your gonna make in return, invest 80% in fixed income such as bonds and CDs and use the 20% for equities such as stocks and ETFs, why let someone else spend your money. Once you learned the ins and outs of investing, use more than 20% for equities.
Do you know how to invest yourself?
You may want to look into Self-Directed Investments by and maybe open a Self-Directed IRA.
I only recommend this if you know how to invest yourself personally or have someone available to guide you throught the process.
I have seen some investors making a good return of investment at 10% to 12% on real estate secured investments. They are passive and lend money to real estate investors via hard money funds.
If you know how to find great real estate deals you can do it yourself or partner up with someone.
I don’t know enough to make suggestions about stocks, bonds and mutual funds, however, I can tell you that I have seen an average of negative 30% return for the last 12 months of the fund’s performance. . . meaning that people have been losing money in theri portfolio. I actually have seen this for the last two years.
You can email me directly and and I can send you some links so you can perform your own due dilligence.
Regards and happy investing.
ruben
I have done rollovers with Vanguard, Fidelity and TR Price. It would be hard to go wrong with either of these 3. Vanguard has the lowest fees in the business. Fidelity’s & TR Price fees are not as good, but still very low.
Vanguard’s focus is index funds, they also have many actively managed funds. Fidelity and TR Price focus on managed funds & also have a respectable mix of index funds.
I don’t see any reason for wanting to risk your money at 60. This is especially true in the current year when the economy is faltering and the Bush tax cuts are going to expire. I would suggest a NA Fixed Indexed Annuity. They pay 10% bonus and a 7.5% rider. You can have your money getting a great return and you can get your monthly payments whenever you like. No fees, no risk, and a good return on your money while you are so close to retiring.