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Brown Cafe UPS Forum
UPS Retirement Topics
Anyone doing the Roth 401k option?
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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 1283633" data-attributes="member: 12570"><p>Brett, my plan is to roll my traditional 401k in to an Edward Jones account, transfer the funds and close my Roth IRA and let my money guy work his magic to let the combined balances grow while I live off of my pension. I will start drawing SS at 67 or 70 with those funds directed to that same account. I hope to sell my condo but may either keep it as a rental or give it to my son so he can sell it and put it toward his $70K in student loans.</p><p></p><p></p><p>Sent using BrownCafe App</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 1283633, member: 12570"] Brett, my plan is to roll my traditional 401k in to an Edward Jones account, transfer the funds and close my Roth IRA and let my money guy work his magic to let the combined balances grow while I live off of my pension. I will start drawing SS at 67 or 70 with those funds directed to that same account. I hope to sell my condo but may either keep it as a rental or give it to my son so he can sell it and put it toward his $70K in student loans. Sent using BrownCafe App [/QUOTE]
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Anyone doing the Roth 401k option?
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