- Entry
- $335.27
- Final
- $323.24 -3.6%
- Target
- —
- Score
- -0.36
My mom just retired. She’s 62 and worked in healthcare. My parents aren’t loaded but they’re disciplined. Net worth is a little over $1.5MM. They don’t spend much and mortgage has been paid off for 20+ years. She has a little over $400,000 in retirement and now that she isn’t an employee she’ll start getting whacked on fees. So she’s going to do a direct rollover and asked me for some advice. My dad is still working and my mom …
— ORIGINAL POST ·
Doing a rollover to self manage
· r/investing
· Jan 2, 2026