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Re: Investment Help for my Mom

Thanks for all your advice. I cannot convince my mom to transfer the money from Putnam Traditional IRA to Vanguard. I need to move it to a low risk fund at Putnam. Does anyone have any recommendations on a Putnam fund?
by kepakids4
Tue Apr 02, 2013 9:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment Help for my Mom
Replies: 16
Views: 1224

Investment Help for my Mom

My mother is 76 years old and recently lost her husband. I need some help in making some financial decisions for her. My mother is not in great health so I do not expect her to live much more than 5-7 years. She does not have any real expenses and does not require alot of money to live on and gets b...
by kepakids4
Sat Mar 16, 2013 11:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment Help for my Mom
Replies: 16
Views: 1224

Rollover to Vanguard [Portfolio Help]

I am 52 years old with a projected retirement of 65. I will be rolling over about $250,000 to a Vanguard Traditional IRA.

I would like to invest this in no more than 6 funds. Looking for input as to what Vanguard funds you would invest in and the dollar amount for each fund.

Thank you-
by kepakids4
Mon Mar 11, 2013 3:49 pm
 
Forum: Investing - Help with Personal Investments
Topic: Rollover to Vanguard [Portfolio Help]
Replies: 2
Views: 192

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