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Brown Cafe UPS Forum
UPS Retirement Topics
Retiring this year. Any advice to do it right?
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<blockquote data-quote="Up In Smoke" data-source="post: 5505751" data-attributes="member: 79702"><p>I would recommend moving your 401K to a self managed or local advisor managed account. This makes access to your funds (deposit or with drawl) much easier. Convert your ups stock to Class "B" shares for the same reason and finally move all your (and wife's) assets into a trust. Trusts have tax incentives, healthcare and end of life benefits. Congrats and enjoy a long and healthy retirement.</p></blockquote><p></p>
[QUOTE="Up In Smoke, post: 5505751, member: 79702"] I would recommend moving your 401K to a self managed or local advisor managed account. This makes access to your funds (deposit or with drawl) much easier. Convert your ups stock to Class "B" shares for the same reason and finally move all your (and wife's) assets into a trust. Trusts have tax incentives, healthcare and end of life benefits. Congrats and enjoy a long and healthy retirement. [/QUOTE]
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Retiring this year. Any advice to do it right?
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