Jun
3
Who should I go to rollover a 401K into a growth stock mutual fund?
Filed Under Financial Planning | Leave a Comment
Angela C asked:
I am looking for an agency to take my 401K to but unsure of where to start but I know I want to put it into a growth stock mutual fund.
Should I withdraw my funds first or contact (insert name here)?
Thanks!
Question posted courtesy of: Darrell
I am looking for an agency to take my 401K to but unsure of where to start but I know I want to put it into a growth stock mutual fund.
Should I withdraw my funds first or contact (insert name here)?
Thanks!
Question posted courtesy of: Darrell
Jun
3
vsdbk asked:
Can I have an IRA and also a 401K plan at the sametime?
Can I have an IRA and also a 401K plan at the sametime?
I am planning on getting a Traditional IRA plan so I can put away $4000 tax free for this year. However, my company may possibly introduce a 401K plan soon.
If I invest $4000 in an IRA account this year, and if my company introduces a 401K plan a little later this year, am I allowed to contribute to both IRA & 401K plans in the same year?
FYI, my filing status is married filing jointly and my wife has a 401K plan at her work place.
Would appreciate any guidance here. Thanks.
Question posted courtesy of: Raul
Jun
1
lainey asked:
I want to add someone as a beneficiary to my 401K, who lives in Germany. I can’t find any regulations on this. Does anyone know if it’s possible to select a beneficiary outside the US?
Question posted courtesy of: Julie
I want to add someone as a beneficiary to my 401K, who lives in Germany. I can’t find any regulations on this. Does anyone know if it’s possible to select a beneficiary outside the US?
Question posted courtesy of: Julie










