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About HenryW60912

HenryW60912

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Retirement

SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?

Hello.  I am retiring soon.  I am receiving SSDI.  I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum.  I am going to take the lump sum, combine it with the 401a and roll it over into an IRA aw...
HenryW60912 02-23-2023 06:20 PM
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Retirement

SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?

Hello.  I am retiring soon.  I am receiving SSDI.  I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum.  I am going to take the lump sum, combine it with the 401a and roll it over into an IRA aw...
HenryW60912 02-23-2023 06:20 PM
1
Reply
1
Kudo
1263
Views

Retirement

SSDI and rolling over to IRA and financial advisors. Fiduciary and/or RIA?

Hello.  I am retiring soon.  I am receiving SSDI.  I have a 401a and I also have a regular pension which I have the option to take payments or take a lump sum.  I am going to take the lump sum, combine it with the 401a and roll it over into an IRA aw...
HenryW60912 02-23-2023 06:20 PM
1
Reply
1
Kudo
1263
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Date Registered ‎02-23-2023 09:13 PM
Last Visited ‎03-07-2023 06:05 PM
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