jeanne_retirement
Region: US
Thursday 07 November 2024 13:40:04 GMT
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Brenda Hotze Sherman :
Love this content !
2024-11-07 14:08:05
3
alexrios4768 :
Thank you for the explanation. What type of career were you in?
2024-11-07 13:59:55
1
throughbrazil :
Ya with fees. Prob you own those mutual fund anyways with an old employer
2024-11-09 01:00:24
0
Roamie mom :
Currently interviewing financial advisor, he will be taking 1% of earnings, this good or bad? 1/4% 4 times a year
2024-11-07 22:52:53
0
LawKnut :
The company audits and charges fees, consider those too.
2024-11-07 23:53:04
0
NH1878 :
The S&P 500 index fund in my 401k has an expense ratio of 0.01%. Awesome rate but there are very few options for funds.
2024-11-07 19:17:58
7
tdnishio7 :
Move yearly portions, say 20%, to a Roth IRA which become taxable, but keeps your tax rate lower than large transfer.
2024-11-07 23:12:16
0
javacodeguy :
For Vanguard and Fidelity index funds though you're taking 2 or 3 basis points difference top. This wouldn't go into my decision tree with much weight
2024-11-07 16:20:25
1
🍀 :
I was laid off 8 months ago. My 401k is still there. Did my status change then probably where I pay higher fees
2024-11-08 23:22:56
0
Lifeislong :
Can you explain the 3 classes in another video…thx!
2024-11-07 14:28:03
1
Worm :
But if you want to do a Roth conversion, you are probably better to leave it in a 401(k) rather than roll it over to an IRA due to the pro rata rule.
2024-11-10 23:41:54
0
Dara Altadonna :
can you do a video on what to invest in if your still 10 to 15 yrs away from retirement?
2024-11-09 23:25:13
0
Brian Wheeler :
and consider the rule of 55 (if you're lucky enough to have it)
2024-11-07 22:35:02
1
Kirstenjacobsen70 :
Love that you called this out!!
2024-11-07 15:57:48
1
FinallyfreePauline :
I’ve been following you for while. How awesome is it that you are retired and you’re giving back your financial advice for future retirees!! Way to give back ♥️you go girl !!
2024-11-07 23:31:35
2
Tanderson33 :
Great point, lower fees matter. if it’s a large corporation they usually have very good options that work. Also, if it’s a lot of money your financial advisor is going to want a piece of those fees.
2024-11-07 14:06:11
1
Doogie :
Thanks.Just answered my question that I just posted in another video of yours.
2024-11-07 19:40:55
1
Rich M :
my 401k is limited to certain funds, but if I move to an IRA, I can invest in all the funds, correct?
2024-11-07 14:25:27
2
_atypical_max :
Any major difference between a Roth and general IRA? I just have a general
2024-11-08 17:34:53
1
Pat :
Oooooooohhh! Great reminder!
2024-11-07 22:34:57
2
jim987 :
leave it 401k it's harder to get $$$$ out and the 401k I was in I could only make 2 draws a year.
2024-11-09 13:43:04
0
Lon761 :
I worked for a huge bank most of my career. I noticed the fees were much lower than anything else I can get so I kept it there. Thanks for explaining why!
2024-11-08 03:31:21
2
Coolbreeze :
Probably not what many do but I put all my $ in gov t bonds (in my 401k) would it make sense to move the money to a IRA and do the same thing? I don’t want to lose any money.
2024-11-07 19:30:10
0
tsharley :
I would rather switch out and have control of my own money
2024-11-08 02:32:15
1
DCA.VTI :
Definitely going to roll over mine next year so I can aggressively start Roth conversions
2024-11-07 15:26:04
1
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