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I have a Employee Stock Ownership Plan and Trust. Not sure what is my net step, as far as my investment is concerned. This is my daughters email address berlindabaca@msn.com phone #505-363-9844 She is my beneficiary.
Curt Sheldon, EA Level 16
Berlinda, Thank you for your question. I would recommend that you or your daughter (if you have empowered her) contact your employer to determine your account status. I am guessing you are retired and if all of your investments ...(more)
1 hour ago
Can you explain the difference between a Roth 401k and a Roth IRA and what someone should consider when deciding between the two as a primary retirement tool?
Tom Cooney, CPA/PFS, CFP® Level 3
Jenna, There is a lot of good information here. I would only add that if your income is below the Roth IRA threshold of $178,000 for marrieds and $127,000 for singles you can contribute to both the 401k Roth and the Roth ...(more)
yesterday
Can you explain the difference between a Roth 401k and a Roth IRA and what someone should consider when deciding between the two as a primary retirement tool?
Kerry Morris, CFP® Level 9
Jenna, don't listen to these guys. NOT, just kidding. This is all good info for you. With Gina's comments as a base platform. Thank you for looking into a Roth of any kind. Too many have not seriously considered the ...(more)
yesterday
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