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Kathy, There is many potential ways to do this depending on circumstances. Feel free to email or call me to go over options. Rick.Solt@edwardjones.com 972-239-5630
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Hi Wendell, Is your supplemental savings plan setup as a 401(k) or IRA or are you not sure? You will most likely owe taxes on the distributions. You also could most likely do a lump-sum withdrawal but it would probably make more tax sense to draw the ...(more)
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Hi, I am not 100% sure of your question but if you would like advice on a good, low cost IRA allocation I would suggest firms other than John Hancock or AVX. Would be happy to help. Best Regards, Brewster
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I would be more than happy to help your situation. It should be an easy solution depending on your 401k plan. Please contact me at 248-766-0070. Thanks, Brewster
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Did you contact the HR department to see if you have any vested funds?
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Hi Lenara, I'm sorry for your difficult situation. If your firm does not have an HR dept. you should let the owner know that wish you wish to distribute the full balance of your 401(k) to yourself and create a taxable event. There is a small chance that ...(more)
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Good Morning Wendell! Possibility...It depends what type of account and investment it is. I would love to help look at it for you and go over your options. Feel free to email or call. Rick Solt Rick.Solt@edwardjones.com 972.239.5630
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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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