kurtzoe
Confused about dryer sheets
Looking for ideas:
Recently retired @ 60.
I have a 690k IRA, 600k 403B and a 490k 401k.
I pay an annual fee of 1% on the actively managed IRA. In this IRA the fee is somewhat mitigated as it holds lower cost classes of funds than available if purchased outside of the managed IRA portfolio.
I've had a long relationship with my broker and it is trusted as he is advising me in cases against his personal interest. In this case he is advising me to take the 403b and roll it into DW pension at her retirement next year taking that money out from under his management.
Any suggestions on what to do with the 401K?
Thanks and fire away!
Recently retired @ 60.
I have a 690k IRA, 600k 403B and a 490k 401k.
I pay an annual fee of 1% on the actively managed IRA. In this IRA the fee is somewhat mitigated as it holds lower cost classes of funds than available if purchased outside of the managed IRA portfolio.
I've had a long relationship with my broker and it is trusted as he is advising me in cases against his personal interest. In this case he is advising me to take the 403b and roll it into DW pension at her retirement next year taking that money out from under his management.
Any suggestions on what to do with the 401K?
Thanks and fire away!