EssFo Posted October 4, 2016 Report Share Posted October 4, 2016 Lots of it actually. I rolled my 401K when I started working for the hospital. I have that, my pension and 403B. Quote Link to comment Share on other sites More sharing options...
cstmg8 Posted October 4, 2016 Report Share Posted October 4, 2016 So in my situation, I have my union/company paid pension, union/company paid annuity, and an available 401k. As far as I know there's no match, so I'm thinking about going with a plan with our financial advisor. Should I just suggest something like you guys are talking? I'm thinking fairly "high risk" since I already have the two sources fully funded at work? I'll know more in January. Sent from my XT1585 using Tapatalk Quote Link to comment Share on other sites More sharing options...
El Karacho1647545492 Posted October 5, 2016 Report Share Posted October 5, 2016 Thanks for the information. I talked with them last week and have an appointment at there office next Monday. I was very impressed with the operation. You will not be disappointed if you should choose to work with them. Quote Link to comment Share on other sites More sharing options...
Supplicium Posted October 5, 2016 Report Share Posted October 5, 2016 So in my situation, I have my union/company paid pension, union/company paid annuity, and an available 401k. As far as I know there's no match, so I'm thinking about going with a plan with our financial advisor. Should I just suggest something like you guys are talking? I'm thinking fairly "high risk" since I already have the two sources fully funded at work? I'll know more in January. Sent from my XT1585 using Tapatalk imo with the other 2 sources and no match on a 401k I would max out a Roth IRA before the 401k. Roth will also benefit you with your time frame and higher risk profile as growth and earnings wont be taxed. Quote Link to comment Share on other sites More sharing options...
o0n8 Posted October 5, 2016 Report Share Posted October 5, 2016 imo with the other 2 sources and no match on a 401k I would max out a Roth IRA before the 401k. Roth will also benefit you with your time frame and higher risk profile as growth and earnings wont be taxed. Probably have better choices too Quote Link to comment Share on other sites More sharing options...
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