Now do that for on verge of retirement. Move 401 to Roth? Living on pension, what to do w/ 401 to

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Nov 19, 2024
11:20:21am

Soupie Grandma Sycamore

minimize taxes? If using 401 for travel/mission, best way to take it out?

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Soupie

Bio page: Soupie
Joined: Dec 29, 2015
Last login: Nov 19, 2024
Total posts: 103,399 (33,009 FO)

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Messages

Author

Time

Any good books out there about financial planning and that kind of stuff?

boorad

11:00am

Once you know enough to know if your financial planner is doing a good job or screwing you, you know enough to do it

Mr. Belding

11:01am

This. Nobody cares about you like you. I’ve been sold too many times to be left

squints

11:09am

Please send the books. Thanks.

boorad

1:03pm

Not exactly about financial planning, but The Psychology of Money is pretty good

dYrtbYkerYder

11:07am

You can learn everything you need in an hour or two of research. Start here:

OrsoNero

11:08am

If your company matches contributions, then max out those contributions...

HarlemCoug

11:17am

Now do that for on verge of retirement. Move 401 to Roth? Living on pension, what to do w/ 401 to

Soupie

11:20am

I feel that's a lot more complex, and depends on a lot of factors.

OrsoNero

11:28am

I'd start with The Bogleheads Guide to Investing. It will help you figure out where to go next.

SaturdaySpecialDay

11:11am

Here are some podcasts I follow. They also have websites that have lots of info for DIYers

Zenoch

11:12am

Here is the 12 Simple Ways in Paul Merriman's book

Zenoch

11:15am

Spend some time on the bogleheads forum.

GenkiLawyer

11:14am

Can't recommend this book enough

bricej13

12:01pm

The Richest Man in Babylon

Himni

1:23pm

Personal Finance for Dummies by Eric Tyson. It changed my life.

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