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Life After Brown
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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 2950442" data-attributes="member: 12570"><p>If it will let you sleep better we are planning on rolling it over to a Traditional Roth so there will be no tax hit.</p><p></p><p>We are also planning on investing the proceeds from the sale of my condo in to a separate account.</p><p></p><p>SS will be delayed until at least 67, preferably until 70.</p><p></p><p>He is actually very confident about my position and told me that I need to relax.</p><p></p><p>BTW, this "lackey" has forgotten more about finances than you will ever know. He handles a total of $50M in assets, which is huge for this little area. I have complete confidence in him while I wouldn't trust you to know how to break a twenty.</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 2950442, member: 12570"] If it will let you sleep better we are planning on rolling it over to a Traditional Roth so there will be no tax hit. We are also planning on investing the proceeds from the sale of my condo in to a separate account. SS will be delayed until at least 67, preferably until 70. He is actually very confident about my position and told me that I need to relax. BTW, this "lackey" has forgotten more about finances than you will ever know. He handles a total of $50M in assets, which is huge for this little area. I have complete confidence in him while I wouldn't trust you to know how to break a twenty. [/QUOTE]
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