No. of Recommendations: 2
Petrus 36
There are too many variables in your equation to do anything but speculate on what you should consider in your planning. Issues such as account titling, taxation of investment income, upcoming significant financial events, liability insurance to protect attachable assets, management of fixed investment products, timing of SS benefits, LTC planning, household debt management....all of these things, and more, need to be addressed as a single household, not piecemeal.

Professional assistance was mentioned previously. I'd second that. You have one chance to get this right. Spend some bucks and get it right before you start. I'd suggest you Google to the Garrett Financial Planning network and find an hourly CFP or CPA/PFS in your area who will take you as a FP client. This arrangement is the least conflicted in an industry where conflicts of interest are the standard.

BruceM
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