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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 2947595" data-attributes="member: 12570">I have a meeting with my financial adviser this morning.&nbsp; We are going to review my current finances and start laying out the groundwork for the rollover of my 401k next summer.&nbsp; I plan on paying off the balance of my mortgage ($11K) and my car ($15K) with part of the rollover funds.We are also going to discuss the best course of action for the proceeds from the sale of my condo, which I estimate will be about $100K.&nbsp; I would like to take $57K of that to pay off my son&#039;s student loans. I will be curious to see if Jim agrees with me.I also formally requested my pension application packet on Monday.&nbsp; Parts of it have to be notarized so I will take care of that during my 8/21-9/8 vacation.I am sure Jim will not be too pleased when I tell him that I want to take $4K out of my Roth IRA.&nbsp; I am helping my son pay off his credit card-----I have already sent him $1K and an additional $4K should just about pay it off.&nbsp; In turn, he has agreed to repay me when he gets his taxes back early next year and will do so by diverting part (or all) of his refund electronically to my account.</blockquote>

[QUOTE="UpstateNYUPSer(Ret), post: 2947595, member: 12570"] I have a meeting with my financial adviser this morning. We are going to review my current finances and start laying out the groundwork for the rollover of my 401k next summer. I plan on paying off the balance of my mortgage ($11K) and my car ($15K) with part of the rollover funds. We are also going to discuss the best course of action for the proceeds from the sale of my condo, which I estimate will be about $100K. I would like to take $57K of that to pay off my son's student loans. I will be curious to see if Jim agrees with me. I also formally requested my pension application packet on Monday. Parts of it have to be notarized so I will take care of that during my 8/21-9/8 vacation. I am sure Jim will not be too pleased when I tell him that I want to take $4K out of my Roth IRA. I am helping my son pay off his credit card-----I have already sent him $1K and an additional $4K should just about pay it off. In turn, he has agreed to repay me when he gets his taxes back early next year and will do so by diverting part (or all) of his refund electronically to my account. [/QUOTE]

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