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    Edward Jones and my remorse

    Learned a lot! In reading the original comment and then reading the responses is a great lesson! Great advice from everyone!!! Didn't know about EJ....Glad we have Fidelity and Schwab, and Vanguard funds... Wonder if anyone has advice for a 529 plan --- grandkids are in Massachusetts, but I...
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    Seeking advice from Early-retire Educators and Others

    Take option 2! Don't worry about having too much money in the 403....You should have enough to cover the rest of your life -- which means 30+ years after retirement! And don't worry too much about your kids and their taxes as you can gradually rollover some of 403/rollover Ira to a Roth Ira, if...
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    Seeking advice from Early-retire Educators and Others

    As an educator, (now retired), I maxed my 403b during the last 10 years of work, and I also maxed a Roth Ira, at Fidelity. When I retired, I rolled over my 403b to a Rollover Ira at Fidelity. Then I invested the money in a few ETFs that have .05, or less, in fees (such as Itot..) and I have...
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