If you intend to spend the cash, direct it to settlement. I did that for first several years of retirement. I used the cash for spending. Now that SS and Pension are in full swing, I will likely reset them to reinvest. Waiting to get all the accounts completely transitioned to brokerage and a little more consolidation to simplify the whole thing. Probably by the end of the year.
Statistics: Posted by jebmke — Wed Sep 11, 2024 10:15 am