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Brown Cafe UPS Forum
UPS Retirement Topics
401K After Retirement
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<blockquote data-quote="oldupsman" data-source="post: 991395" data-attributes="member: 42268"><p>Bot, I did exactly what you're asking. My financial planner was with Wells Fargo. I had another IRA with her there. Besides my 401k I also had a good chunk of UPS stock. I had never touched my thrift plan from day 1 so when we were allowed to buy UPS stock (was it 96?) I turned my entire thrift plan into UPS stock. When I retired I had it all transferred to my planner at Wells Fargo. Oldupsman's mind is starting to go but I don't remember it being all that difficult. My planner helped me with the process. Just the usual paperwork B.S.</p></blockquote><p></p>
[QUOTE="oldupsman, post: 991395, member: 42268"] Bot, I did exactly what you're asking. My financial planner was with Wells Fargo. I had another IRA with her there. Besides my 401k I also had a good chunk of UPS stock. I had never touched my thrift plan from day 1 so when we were allowed to buy UPS stock (was it 96?) I turned my entire thrift plan into UPS stock. When I retired I had it all transferred to my planner at Wells Fargo. Oldupsman's mind is starting to go but I don't remember it being all that difficult. My planner helped me with the process. Just the usual paperwork B.S. [/QUOTE]
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