We are transferring the funds to a IRA rollover account to be consolidated with my other funds at E*Trade. So the "bad" news, is that we now have to figure out how to reinvest the funds and if we should dollar cost average or just drop them in.
Her Employer Sponsored Plan was:
Thanks!
Her Employer Sponsored Plan was:
- 40% Large Cap Equity
- 25% Blackrock Money Market
- 25% My Retirement 2025
- 10% JP Morgan Short Term Bond
- 45% VOO - SP500 Fund
- 30% CDs/TIPS/Bonds
- 15% VPU - Utilities ETF
- and the rest not so sure, maybe MAIN and BX for growth and income?
Thanks!