Search found 3 matches

by IMaNewbee
Fri Mar 15, 2019 10:57 am
Forum: Personal Investments
Topic: Going for Three
Replies: 11
Views: 1948

Re: Going for Three

Oh. I missed a question. I have a taxable account with Fidelity that has about 20k in it. I will move the remainder of my RMD there after paying taxes and using a portion to cover my annual donations to charities.
by IMaNewbee
Fri Mar 15, 2019 10:53 am
Forum: Personal Investments
Topic: Going for Three
Replies: 11
Views: 1948

Re: Going for Three

I appreciate all of the comments. Here is some clarification. I am not using the money for expenses but since I just turned 70-1/2 I did start to make the RMD withdrawals. I have been able to live off a fixed pension plus my and my wife’s SSA income. The money is invested in mutual funds that are ma...
by IMaNewbee
Tue Mar 12, 2019 9:19 pm
Forum: Personal Investments
Topic: Going for Three
Replies: 11
Views: 1948

Going for Three

I am 70 years old, have been trying to make money using managed mutual funds and have finally concluded I need a different, wiser approach. I’m not sure what my next steps should be and would like some input. First of all, I am currently in an IRA with TIAA. I believe I can buy three funds, TINRX, T...