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New 401k app blows
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<blockquote data-quote="MattM" data-source="post: 5865001" data-attributes="member: 53192"><p>I noticed the app now has a rate of return section. It’s a tad wonky. It also only shows performance from 2019 onward. I guess that’s better than nothing. It still tends to Miscalculate exactly what I put in versus what it’s worth now </p><p></p><p>As far as fees, it doesn’t seem to matter if you invest in one one fund or 6 of them, it allocates a percentage of the $1.81 among them all pretty much equally. I’ve sort of experimented a tad. One month I would have just two funds going and the fees didn’t change.</p><p></p><p>But yes, it appears to only apply to pre tax allocations. Roth does not appear to have any transaction fees that I can see.</p><p></p><p></p><p>So on the old prudential site you used to be able to allocate future contributions and split up which investments you chose for pre tax and then Roth was separate. You could select allocate all types across the board or individually choose. That appears not to be an option anymore. So now your 50% sp500/ 50% sp400 will apply to your Roth and also pretax or any other combo. The old site had options to individually select what you wanted (ie Roth could be a bright 2050 fund for example). Unless the options are hidden. Anyone notice?</p></blockquote><p></p>
[QUOTE="MattM, post: 5865001, member: 53192"] I noticed the app now has a rate of return section. It’s a tad wonky. It also only shows performance from 2019 onward. I guess that’s better than nothing. It still tends to Miscalculate exactly what I put in versus what it’s worth now As far as fees, it doesn’t seem to matter if you invest in one one fund or 6 of them, it allocates a percentage of the $1.81 among them all pretty much equally. I’ve sort of experimented a tad. One month I would have just two funds going and the fees didn’t change. But yes, it appears to only apply to pre tax allocations. Roth does not appear to have any transaction fees that I can see. So on the old prudential site you used to be able to allocate future contributions and split up which investments you chose for pre tax and then Roth was separate. You could select allocate all types across the board or individually choose. That appears not to be an option anymore. So now your 50% sp500/ 50% sp400 will apply to your Roth and also pretax or any other combo. The old site had options to individually select what you wanted (ie Roth could be a bright 2050 fund for example). Unless the options are hidden. Anyone notice? [/QUOTE]
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