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I would recommend that you make a short list of the personal attributes you are looking for in an advisor. Many people focus on numbers and performance to the exclusion of what really matters, and that is do you get along with and trust the person you ...(more)
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Avani Desai Level 1
Do you have a 401K with your current employer?
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Avani Desai Level 1
I am happy to help.
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My recommendation is to contact Greg Bakke at Expand Financial. 720.387-8158
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You will want to call the financial firm that operates the 401k plan for Lowes (you should be able to find the phone number on a recent statement) and request how to withdraw or rollover your funds. Alternatively, contact the Lowes HR department and they ...(more)
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Tripp Welch Level 2
The 401(k) plan document governs the operation of the plan. It sounds as though the document prohibits in-service withdraws therefore you would have to separate from service to be able to access your savings. Plan documents have re-hire provisions in ...(more)
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Tripp Welch Level 2
It depends on the terms of the merger/aquisition. The fact that the new company does not have a plan established does not seem to point to the fact that you will have a forced election. Most mergers give employees the option to 1) keep $ in the old ...(more)
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Tripp Welch Level 2
It is hard to advise on the stock purchase plan without knowing more details. If your your 401(k) has a match, you should contribute a sufficient percentage of your paycheck to get all of the free company match that is available. If you still have the ...(more)
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If you are still looking for an answer to this question, "California Estate Law: Wills and Trusts Made Easy: Make Your Own Will, Trust, Power of Attorney Over Financial Affairs, and Advance Healthcare Directive" by Brenda J Edwards JD looks like a book ...(more)
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Besides the previous comments, there is an assumption made that the two securities' returns are highly correlated with each other. If they are not, it is not statistically correct to depend on beta as a risk measure.
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Try the Palm Springs Angel List: https://angel.co/palm-springs/investors
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I personally use Pensco Trust Company. They have great service and wide range of features.
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When converting any pretax account such as your 457 into a post tax account such as the Roth IRA, you can have the taxes withheld on the transfer. You get to choose the amount that you have withheld, based on whatever % tax bracket you think you will ...(more)
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Wendell, I'm assuming you're talking about the Sheet Metal Workers' National Pension fund? It's a unique plan and would love to go over the options with you. It depends on a few factors. Feel free to call or email. -Rick Rick.Solt@edwardjones.com 972.239.5630 ...(more)
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Ennis, Usually, we can call the provider and initiate it. I would be happy to help if I had more info. Rick Solt 972.239.5630 Rick.solt@edwardjones.com
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