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Hi Leah. A direct rollover between retirement plans does not count toward your ability to contribute to IRA accounts of any type. So the rollover will not interfere with your ability to contribute to your Roth IRA. There are still some other factors that ...(more)
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You should have a statement from the investment company so you can call that company to get information on your account. If you don't have a statement then call the company you used to work for and talk to HR to get contact information for the 401k provider.
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You should have an 800 number of the plan provider. See your HR department if you have one.
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Herbert N Glass Level 18
Rodney, Another place one may look for old retirement money, especially if the money was in a plan sponsored by a company that long ago got sold or went out of business, and if the money was in a plan that was terminated and already liquidated, is to ...(more)
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Herbert N Glass Level 18
Although you have supplied no pertinent information that would be necessary to answer your question accurately, I can at least give you an answer that may be helpful if you want to withdraw your money from a qualified retirement plan. First, ask your ...(more)
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It all depends on what you are trying to achieve. Every type of investment will have it's own strengths and weaknesses, and so it is important to talk with someone who can assess your overall situation and advise you accordingly.
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Contact the financial custodian firm where the account is held. They are usually very helpful.
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Please provide me the name of the Plan Administrator and I would be happy to research and provide you the mailing address and contact information. I look forward to hearing back from you.
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That will depend on whether you are still working for the employer or not. Some companies will not allow you to cash out your 401(k) plan while you are still employed. Rather, they will sometimes allow withdrawals due to a "hardship" or might even have ...(more)
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You will want to call up your plan provider and request a distribution. The number should be found on any statement or their online portal. Keep in mind there are potential tax penalties if it's an unqualified withdrawal (10%). Additionally, you will ...(more)
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Hello, You are not permitted to offer plans that provide unequal benefits to certain classes of employees. You could establish a master 401k plan for all employees and perhaps offer highly comped executives a defined benefit pension option which could ...(more)
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As others have commented more info about your situation would be needed but I think we can dispense with that notion as follows. The sole question I would ask is what goal would be met by using these? Generally speaking indexed annuities have high fees, ...(more)
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Contact your bank immediately! The check request would have required someone to falsify your information, which is potentially a felony. If the person who made the fictitious request is not known to you, they are almost certainly defrauding other people ...(more)
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I would have to know more about your situation in order to make a recommendation. There are good and bad in both types of annuities in my opinion. In the variable annuity there are separate accounts (investment accounts like mutual funds that fluctuate ...(more)
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So this is a tough question to answer without more information. First, you have to consider that the investments are an after thought in this scenario whether they are indexed based or variable (typically fund based). Both investments are primarily ...(more)
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