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Brown Cafe UPS Forum
UPS Retirement Topics
401K After Retirement
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<blockquote data-quote="UPSBOT" data-source="post: 1016959" data-attributes="member: 9402"><p><span style="color: #ff0000"> Originally Posted by <strong>raceanoncr</strong> </span></p><p><span style="color: #ff0000"></span></p><p><span style="color: #ff0000">My financial guy wanted to roll over my Prudential. He GUARANTEED he could do better. <strong>I showed him the latest statement, with expense ratio cost of, on average, about 0.003. </strong>Annual fee of about $25. He said he was wrong. He couldn't touch this. </span></p><p><span style="color: #ff0000"></span></p><p><span style="color: #ff0000">After two yrs of retirement, I'm still in Prudential with no plans to touch until I have to, at age 70 1/2.</span></p><p></p><p style="text-align: left"><span style="color: #000000">So did you leave it exactly as it was while you were with UPS or did you roll it over to a Prudential IRA?</span></p> <p style="text-align: left"><span style="color: #000000">Prudential calls me once a week to move my money into a IRA with them.</span></p> <p style="text-align: left"><span style="color: #000000"></span></p></blockquote><p></p>
[QUOTE="UPSBOT, post: 1016959, member: 9402"] [COLOR=#ff0000] Originally Posted by [B]raceanoncr[/B] My financial guy wanted to roll over my Prudential. He GUARANTEED he could do better. [B]I showed him the latest statement, with expense ratio cost of, on average, about 0.003. [/B]Annual fee of about $25. He said he was wrong. He couldn't touch this. After two yrs of retirement, I'm still in Prudential with no plans to touch until I have to, at age 70 1/2.[/COLOR] [LEFT][COLOR=#000000]So did you leave it exactly as it was while you were with UPS or did you roll it over to a Prudential IRA? Prudential calls me once a week to move my money into a IRA with them. [/COLOR][/LEFT] [/QUOTE]
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