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UPS Discussions
401(k) allocations
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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 1003434" data-attributes="member: 12570"><p>He has restructured my 401K and pointed out a tax withholding error that I had made which if left uncorrected would have resulted in an unpleasant surprise next year. He is not commission based---he has a fee structure for any transactions within a Edward Jones account. I feel very comfortable with him and know that he has my best interests at heart. I also know that he has to make a living.</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 1003434, member: 12570"] He has restructured my 401K and pointed out a tax withholding error that I had made which if left uncorrected would have resulted in an unpleasant surprise next year. He is not commission based---he has a fee structure for any transactions within a Edward Jones account. I feel very comfortable with him and know that he has my best interests at heart. I also know that he has to make a living. [/QUOTE]
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