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Looking for NYC-based activities for recently retired grandmother

My grandmother is 89, and only retired in the last year. Since she's retired, she hasn't been doing much, and I'm worried about how she'll do over the next few years if she doesn't stay busy. I'd like to make a list of things she could be doing in NYC, where she lives, to stay active. She has some very specific needs and interests, though, and can be a bit ornery, so I'm hoping you can help me work within her limitations. [more inside]
posted by violetish on Jun 17, 2014 - 14 answers

Retirement savings for the self-employed

It's April and time for yet another retirement account question. I am self-employed and want to open a new retirement account. Does anyone have experience with an individual 401(k) or SEP-IRA? [more inside]
posted by natasha_k on Apr 1, 2014 - 5 answers

How do I find a financial planner or retirement advisor?

We need a financial planner in Los Angeles. Or an advisor, I don't know the difference. Difficulty level: poorly organized procrastinators. My husband will be retiring in 3-4 years. I don't reach retirement age for several years more, though I could take "early retirement" from my company next year. Between us we have 2 pensions, 2 401Ks, 2 health insurance plans, a bit in savings bonds and a tiny IRA. We have a house that will be paid off in 3 years. And we have a lot of things we want to do in retirement. We're doing reasonably well negotiating where we'd like to live and what kind of place, but we have no idea what we can afford and/or if I can afford to retire with him. [more inside]
posted by SLC Mom on Mar 17, 2014 - 3 answers

MFAaaaaay 401Kaaaay PHDeeeeee IRAaaaay

What is the best way to move money between retirement accounts while I am currently employed so that I can access it and minimize penalties when I go back to school? (Many, many details inside) [more inside]
posted by rock'em sock'em puppets on Feb 27, 2014 - 7 answers

Communities for growing older in lower Orange County, California?

I'm helping an early-older-age couple with their idea of possibly relocating from New Mexico to Southern California in the coming years. We are looking for thoughts about a region we're unfamiliar with. [more inside]
posted by methinks on Jul 3, 2013 - 8 answers

403(b), TIAA-CREF v. Fidelity, WTF?

I'm finally out of school and in the working world, and now in the midst of trying to orient myself I'm trying to figure out if/how I should sock money away in a tax-deferred account with either TIAA-CREF or Fidelity. Should/can I try to figure this out myself, or should I find myself an advisor? [more inside]
posted by sciencemandan on Jun 17, 2013 - 11 answers

Is the stock market's real long-term return just 2 percent?

I was looking around for information on long-term investment planning and I ran across this page, which says that after adjusting for inflation, long-term stock market returns are only 1.9% before taxes. The whole site seems to advocate this sort of really creepy gold fetishism that's been popping up lately, so my natural reaction is to dismiss it. But I still have doubts, and this plays into my anxieties about whether retirement savings is worthwhile at all. Help me debunk this? (Existential crisis inside.) [more inside]
posted by aw_yiss on May 12, 2013 - 28 answers

That's no 401k, that's my mother-in-law!

How can I determine the hidden fees associated with my employee 401k through Prudential? [more inside]
posted by taltalim on May 8, 2013 - 6 answers

Federal Civilian Pension after divorce. (US)

Asking for a friend. YANHL. A couple has divorced, wife has a local civil service pension and husband a federal civilian pension. The judge ruled they would split each pension 50/50, instead of letting them keep their own. She has sent her court order to his pension board and has received acknowledgement. She has been unable to get any answers from the pension board about what happens now. He has left federal service but has not retired. Does she have to wait until he retires to start receiving her monthly checks from the federal system? Can she start getting them when he reaches retirement age even if he's not retired? Who can she contact that will answer her questions? Would CC'ing her Senators/Rep on her emails help or hurt? Thanks.
posted by 1066 on Apr 4, 2013 - 6 answers

Your dream retirement, given these circumstances?

If you were single, 53 and healthy and with an adult child roaming the Earth, where would you retire and why? Only limiting factors are 200K US in a retirement account and a pension of 40K US (with a COLA increase of $1600 each year).
posted by 1066 on Mar 9, 2013 - 28 answers

Tell me about your awesome Roth IRA.

I have a chunk of money just sitting in an account that doesn't even earn interest. I'd like to park it into an IRA, but would like to avoid spending many hours researching them. I'd love to just pick a place, transfer the money over, and be done with it. What bank/financial institution currently offers the lowest fees for the best results? Do you have one that you adore, and offers a good deal? [more inside]
posted by chowflap on Jan 28, 2013 - 18 answers

Timing The Market Is Always a Bad Idea, Right?

I know timing the market is stupid. My previous attempts at it have never worked out in my favor. My 401K is all index funds. However, with the possibility of Congress going over the 'Fiscal Cliff," it is a horrible idea to go all cash until they get it sorted out? [more inside]
posted by COD on Dec 4, 2012 - 23 answers

Not looking for a detailed plan, just a quick

Saving for retirement - the advice and calculators out there are too complicated and I constantly question my assumptions. Is there a good rule of thumb to use until I visit an advisor? [more inside]
posted by Tehhund on Aug 3, 2012 - 17 answers

Retirement fund fun!

My 401(k) has changed - any financial gurus able to explain how I am going to be affected? [more inside]
posted by erstwhile on Jun 15, 2012 - 9 answers

I'm Partial to the Salmon and Shrimp Flake, Myself

Inspired by this post about retirement savings, I'm using my question to ask something I've always wondered about: where did the trope about senior citizens eating cat food come from? [more inside]
posted by sfkiddo on Apr 30, 2012 - 10 answers

Working around the world, how to plan for retirement?

My job is contract based, and tends to lead me around the world. How does one plan for retirement with such a job? [more inside]
posted by TrinsicWS on Apr 26, 2012 - 6 answers

Oh god. Another RRSP post.

Canadian RRSP filter: Does the Home Buyers Plan actually make sense? Can you crunch the numbers on my behalf? [more inside]
posted by Mrs. Rattery on Jan 24, 2012 - 12 answers

Where do older expatriates live?

Does anyone know of a place where expatriates live that's cheap, has good weather, and most importantly has other expats over 60 living there? To clarify 'cheap', Mexico sounds a bit too pricey for my resources. [more inside]
posted by nickji on Sep 18, 2011 - 9 answers

What should my older outdoorsy dad do to void loneliness over the winter?

What can my divorced older parent do to get away from home and avoid loneliness, particularly in the winter? He likes eating and the outdoors, but isn't religious. A warm spot with built-in company of some type would be ideal. [more inside]
posted by procrastination on Sep 13, 2011 - 20 answers

Can a US citizen retire to Canada?

The earliest I could possibly retire is about 15 years away and I've been thinking about retiring in Canada somewhere. The catch: I'm a US citizen and I don't currently live or work in Canada. Am I kidding myself? [more inside]
posted by tommasz on May 23, 2011 - 6 answers

One Time Special IRA Deal For You This Year Only

2010-Only-IRA-Filter: Should I roll my Traditional IRA to a Roth IRA? [more inside]
posted by Fiat124 on Sep 3, 2010 - 9 answers

Fees for rolling over 401k funds?

Should Nationwide have charged me a fee to roll over my 401K to my new employer's plan? [more inside]
posted by jsturgill on Jul 7, 2010 - 5 answers

Retirement Contributions While Unemployed/Job Hunting

Got laid off and while I'm looking for a new job, should I keep putting away money for retirement? [more inside]
posted by gov_moonbeam on Apr 5, 2010 - 10 answers

New economy, new investors, old scam. Help!

Broker is pointing my 35 year old sister in law and spouse to a *variable annuity* as their first retirement saving choice. [more inside]
posted by Arch1 on Dec 22, 2009 - 17 answers

Assisted living? Retirement home? Help!

Assisted living? Retirement home? Help! [more inside]
posted by Raze2k on Nov 16, 2009 - 13 answers

What to do with a leftover 401k account?

What to do with a 'leftover' 401k account? [more inside]
posted by bookdragoness on Aug 30, 2009 - 9 answers

Expat with scattered savings and retirement funds - how do I organise them?

Expat needing to organise and manage money across two (or more) countries. How best to save in multiple places, and organise superannuation/retirement accounts? [more inside]
posted by wingless_angel on Jul 16, 2009 - 7 answers

Anything I can do about missing employer 403b match by less than 1 hour?

Shot down for 403b employer match b/c I have 999.08, not 1000 hours worked in calendar year 2008. Anything I can do about this?
posted by warsawjude on Mar 24, 2009 - 8 answers

Picking the right solo 401k provider

How should I evaluate prospective solo 401k providers? [more inside]
posted by gsh on Nov 17, 2008 - 2 answers

HSA's = tax-free retirement account?

Health Savings Accounts (HSA's) ... Can they be used as just another tax-free retirement account after you max out your Roth IRA? [more inside]
posted by MrBCID on May 16, 2007 - 6 answers

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