I was also a bit concerned about an external website having access to all my accounts.
surfstar wrote:My retirement accounts (Roth and 457b) are all I look at for AA purposes.
I exclude future pension, paltry SS, checking/savings/EF, etc.
bcjb wrote:I would set 10k aside for miscellaneous expenses (or to increase our emergency fund) and perhaps to buy some I bonds.
The other 30k would go into total US stock / total int'l stock funds, as dictated by our asset allocation.
scooter wrote:My plan to use an irrevocable trust was to get below the Mass estate tax and to protect it from nursing home.