Recent content by Golf cruiser

Check with your 401K custodian to see if they will allow you to withdraw and how often etc. if not you will need to transfer to an IRA and set up the 72T plan to avoid a 10 percent penalty. Last i heard it is based on 120 percent of the fed mid rate. Which I believe is close to a ten year...

Jack, You may want to check Vanguards web site to see if they have the acct. documents for a 403b and if your employer will allow you to use an outside vender like Vanguard. If not you will have to wait until you retire and set up a standard IRA acct. You just need to provide a current...

403B's are the equivalent of 401K's in the private sector. When you retire you should roll that money out of where you have it, and roll it into an IRA account that is self directed. Vanguard has the lowest management fees and are good about investor information. You should be able to set up...

cost basis If you are in an IRA you should not need to know what your basis is bacause you will only pay tax on what you withdraw out of the IRA regardless of any basis on anything. The main differences between MFs and ETFs,is that an ETF has a lower expense ratio, and is liquid like a single...

Thanks for the welcome. Maybe I can help with your investment questions.

:)Hi everyone, just joined and want to introduce myself. i am married and living in Seattle area and turned 57 in October. i have a house here and a condo I am renting out for 800. i need to raise it to 900. i also have a place in Eastern Washington which is arid and nice, but small. i live...