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He suggested that I liquidate my Sharebuilder account which is around $10,000 and my ESPP which is around $25,000 and fund a Roth IRA for wife and myself. Is he leading us down the right path? I have 15 years until retirement.

Since you can only put $4000 each into a Roth IRA [the limit may have gone up to $5000 this year - I don't remember], what does he propose that you do with the remaining $27,000 after you do this?

Was that his only suggestion? He had to have more ideas than that.

And did he even note that when you do this, you'll have a taxable event, so you'll need to put money aside for that?

If this is all you got from him, run away quickly.
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