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Reply to "Spouse inherited $3 million"
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[quote=Anonymous]For software, I like firecalc (free!). Posters here have others they also like. I totally get the advisor thing having searched for an advice-only advisor quite hard last year and coming up empty. Fee-only is not the same thing; they usually want to manage your assets for around 1% a year, and I can do just fine on my own for that. That said, I do not think it is too early to get tax and estate planning advice. Taxes get complicated as you approach retirement and need to factor in things like required minimum distributions. I have found it much harder to DIY tax planning, and mean to tend to this soon.[/quote]
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