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Author: Patzer Big gold star, 5000 posts 10+ Year Anniversary! Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2753  
Subject: Re: Test Date: 11/16/2011 4:39 PM
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As long as my soon to be ex-wife agrees with this straight across swap of inherited funds for IRA funds (and she does) does anyone see any other issues?

The table is hard to read, and I'm too lazy to try to fix the formatting. So I'll not comment on your first 4 questions.

Q5: Particularly when going through a divorce, $100K emergency fund should be held somewhere liquid and safe. Return on investment is not a primary consideration.

The key thing is that the soon to be ex ("stbx") agrees with what you're doing. If this condition persists, you can make a rational plan based on your knowledge of investing and expectation of market conditions. If stbx starts to object to your plans, you get more into the subject of how to deal with a divorce. If this happens, the investment ideas may need to take a back seat until the divorce settlement is resolved.

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