- May 18, 2004
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So my Mom has been asking me for awhile to help her plan her retirement...no, I'm not talking about help investing her money, choosing health care insurance and all that - I'm talking about when and how to pull her money out of checking/savings, and when and how much she can pull out of her various retirement funds, how to maximize social security benefits and all that. She doesn't have a ton to work with but I'm basically lost here.
In my experience, financial advisor dudes will help with some of that, but they basically want to sell you annuities, IRA's, life insurance and other stuff that will get them commissions.
Anyone know of any good reference books out there? Most investment/retirement planning books seem to focus on the pre-retirement stuff and not necessarily the "how to" of actually living in retirement.
In my experience, financial advisor dudes will help with some of that, but they basically want to sell you annuities, IRA's, life insurance and other stuff that will get them commissions.
Anyone know of any good reference books out there? Most investment/retirement planning books seem to focus on the pre-retirement stuff and not necessarily the "how to" of actually living in retirement.