Merrill Lynch or Fidelity? Stay with my previous company's plan or move to a rollover IRA? Which company, which plan?
I just came from the Fidelity office nearby and I spoke with an agent named Angela. She mentioned about a possibility to open my own plan where my own company can also match my personal contributions.
The other day I talked to an agent named Nick with Merrill Lynch and advised me of their products and (again) the many options I have for the meager amount of savings that I made while I was with LCC.
I need to talk to an accountant to discuss these many options. Too many options, too little money to work with.. there has to be something else that can be done to increase positive cashflow before I reach 40.. not a lot of time left, I'm afraid..
I just came from the Fidelity office nearby and I spoke with an agent named Angela. She mentioned about a possibility to open my own plan where my own company can also match my personal contributions.
The other day I talked to an agent named Nick with Merrill Lynch and advised me of their products and (again) the many options I have for the meager amount of savings that I made while I was with LCC.
I need to talk to an accountant to discuss these many options. Too many options, too little money to work with.. there has to be something else that can be done to increase positive cashflow before I reach 40.. not a lot of time left, I'm afraid..
still deciding on what to do with my old 401K..
ReplyDeletegood news is that it's almost time to send out the invoice.. but the bad news, i still have to wait for 45 days before i get paid..