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To: Alan Smithee who wrote (318)10/4/2018 10:48:14 AM
From: robert b furman1 Recommendation

Recommended By
toccodolce

  Respond to of 678
 
With three years to go on retirement:

Maximize your 401 K contributions (its free money).

Depending on your income level convert as much (of the 401K funds)as you can to a Roth - if you can.

Assuming you are 59.5 roll your existing 401K into a self directed IRA that allows the sale of puts and calls (options). I use and enjoy both TDAmeritrade and Interactive brokers.

This will allow you to get a slow experience level of self directing your funds.

You are doing all of the right things - enjoy your post work life - it is a great change and will take a while - it did for me!

Bob