The Motley Fool Discussion Boards
Investing/Strategies / Bonds & Fixed Income Investments
|Subject: Re: $950K ... now what?||Date: 1/16/2013 11:18 AM|
|Author: MisterFungi||Number: 34691 of 35392|
<...suggest that you push the TIAA-CREF advisor for their in-depth, free analysis.>
Absolutely! I intend to do that in person, ASAP. There is a TIAA-CREF office where I am now (in Hawaii), but they don't seem to have any available appointments. (I'll call again, to confirm that.) Otherwise, it'll have to be in March when we're back home.
Meantime, I have downloaded a slew of brochures from their website and am reading them, carefully. I have pretty much decided that I will leave a portion of the accumulated funds in a fixed annuity.
I also have roughly $900K outside of TIAA-CREF (mostly with Schwab) and half of that sits in cash. So there are larger issues than just the TIAA allocation ones. But the advisor can assist me in that.
|Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|