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Thanks for all the feedback and suggestions. My wife's existing 401k ($45,000) has yet to transfer over to, the paperwork has been filled out and submitted. What are some suggestions on where to put this money? She is no longer employed with her former employer and needs to move the money...

No he doesn't work for Putnam and it's already too late. The funds have already been moved from Vanguard to Putnam.

Maybe I misunderstood about the yearly fee's. Why is it then that Putnam has a "load" and a higher ER then Vanguard? Is it because the Putnam fund will be closely managed versus the Vangaurd?

The 23K in the PUTNAM OH TAX EXEMPT INCOME-A was due to me being nervous about investing our hard earned money. My financial advisor suggested this was a low risk method as well as tax free approach. It is also my understanding that the initial investment fee's we incurred are a 1 time fee...

Hello everyone. Long story short is that I got a late start in my retirement due to some student loan debt. Anyways, my wife and I have made up some ground over the past 5 years as far as paying off a good chunk of my student loans as well as our house, which in turn has put us in a position for...