Search found 4 matches

by Steve K2
Thu Oct 05, 2017 11:24 am
Forum: Personal Finance (Not Investing)
Topic: RMLOC recommendations?
Replies: 0
Views: 116

RMLOC recommendations?

Any recommendations or warnings about particular companies offering reverse mortgages? I can compare their products. What I'm mainly looking for is information about customer service or other issues in dealing with them. Thanks!
by Steve K2
Tue Sep 08, 2015 2:14 pm
Forum: Investing - Help with Personal Investments
Topic: Rolling over after-tax contributions
Replies: 4
Views: 327

Re: Rolling over after-tax contributions

Got it, thanks for your help.
by Steve K2
Sat Sep 05, 2015 12:17 pm
Forum: Personal Finance (Not Investing)
Topic: Plans for the rest of our financial life
Replies: 2
Views: 663

Plans for the rest of our financial life

Thanks to all the people who contribute to this forum and the people who maintain it! And thanks in advance for any advice or comments. Before asking some investing questions, I'd like to know if I've missed anything else. I retired in December 2014. I'm 68 and my wife is 67. No kids. I filed and su...
by Steve K2
Fri Sep 04, 2015 3:07 pm
Forum: Investing - Help with Personal Investments
Topic: Rolling over after-tax contributions
Replies: 4
Views: 327

Rolling over after-tax contributions

Thanks to all the people who contribute to this forum and the people who maintain it! And thanks in advance for any advice or comments. I'm recently retired with a 401(k). About 9% is after-tax contributions (not earnings on after-tax contributions). Assuming I roll the 401(k) over to IRA(s), how sh...