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VFITX (Vanguard Interm-Term Treasury Inv) and FIBIX (Fidelity Spartan Interm Treasury Bd Idx Inv) are tracking the same intermediate term treasury - correct? A distribution of FIBIX took place today?

I believe the call you received was incorrect. You need to start RMDs by Dec 31 of the year following her death. If you don't do that you must empty the account totally by the end of the fifth year after the year of her death. (assuming she was under 70 1/2). Here's a link to an informative pamphle...

>> It turned out I'm the benefinicary of my ex-wife's 401K and I just received a letter >> from the plan administration that I'll need to take a minimum distribution this year. I received a call from the 401K plan administration telling me that the letter was a mistake and that the required minimum ...

Anybody can recommend a fee-only financial planner in (west) Chicago area? It turned out I'm the benefinicary of my ex-wife's 401K and I just received a letter from the plan administration that I'll need to take a minimum distribution this year. Is this expected? I'm trying to reach them for clarifi...

>> GRT2BOUTDOORS » Thu Jan 05, 2012 11:29 am >> What is the need to have whole life insurance at age 10? Does your daughter have a pre-existing medical condition that requires protecting an insurable interest now? Her mom had multiple cancers and died a young age (<40). It's always a big concern bac...

One of the life insurance is with New York Life. The proceeds is currently sitting in the bank idle. The New York Life representatives suggested the following investment strategy for the proceeds: - 50% for mutual funds - 30% for my daughter's whole life insurance - 20% for her annuity I think the p...

My daughter is 10 years old. Her mom (my ex-wife) just passed away. The survivorship social security benefit for her would be ~$1,800 monthly until she reaches 18 yo. Most of this will be saved for her - majority of her living expense should be covered by my income. She does have separate 529 invest...