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It depends on what you're looking to accomplish (you want the money for a short-term need, long-term need, looking for income, etc.). I would love to go over what would work best for you. Please feel free to call or email me. Rick Solt, AAMS, AWMA 972.239.5630 Rick.solt@edwardjones.com
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Typically you can.... Some 401k plans require you to move the 401k plan though. Also, you may benefit better by having a rollover IRA. I would love to help you go over your options. Please let me know if I can help. Rick Solt, AAMS, AWMA Financial ...(more)
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Very easy to do. Find your 401k plan sponsor and their paperwork for distributions and check the box to have it distributed to instead of a rollover. you will pay taxes and penalties if you are in a traditional 401k and under the age of 59.5
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Don, There is a designation called the Kingdom Advisors that is given to Financial Advisors that are taught planning and investment management from a biblical standpoint. I would recommend you discuss your question with someone that has that designation. ...(more)
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Good Afternoon!...My office number is 972.239.5630
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I would love to help you out....please either call my office at 972.239.5630 or you can text/call my cell at 210.213.3373
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It depends on where your funds are being directly deposited. I would recommend contacting the benefits department at your company to find out the best way for you to make a change to your direct deposit.
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Too few in my opinion. ETFs are a great low cost alternative to mutual funds.. 401k Plan Advisors have been slow to recognize this reality. I would have expected ETFs to have become a bigger part of 401k investing by now just as it has become big part ...(more)
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Sara, unfortunately there are no guarantees in life or in the world of investing. In the current low interest rate environment and with the stock market having gone up so far so fast, a return of that size over the near and intermediate term will certainly ...(more)
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Most companies offer retirement programs that require employee contributions or elections. It is possible that your aunt elected not to participate or that she did not qualify for some reason. She could contact Motorola to find out where to get more information ...(more)
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The most efficient method would be to call the investment company offering the plan, their contact information is probably on your statements. If you don't have a statement, contact your employer, they should be able to point you in the right direction. ...(more)
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From the sound of it, you will be able to take a withdrawal from that 401k, if you are not employed by that company anymore. You won't be able to do a loan if that is the case.
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If you are not getting statements, try contacting whoever it was who helped you set up the account, or the business you worked for when setting up the account.
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I am so sorry for your loss! You can find contact information for the Walgreen's plan at https://wagprofitsharing.empower-retirement.com/participant/#/login?accu=Walgreens. Please let me know if I can be of any further assistance. Leah
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First, I'm very sorry to hear about your situation. Unfortunately, trying to chase down assets of a person who passes away without any records is not all that uncommon. If I am understanding your question accurately, it sounds like whoever manages ...(more)
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