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Brown Cafe UPS Forum
UPS Retirement Topics
UPS Prudential 401k after I retire questions?
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<blockquote data-quote="olroadbeech" data-source="post: 2618030" data-attributes="member: 52145"><p>We do also. We do not have their S&P 500, Precious Metals , and International Funds under advisorship but we recently received a sizable inheritance so we had them help us invest in some Income funds for retirees like the Wellsley Fund and a couple others.</p><p></p><p>The expense is only $450 a year and we think it is worth every penny. ( on 150k )</p><p></p><p>Your right about them hating not having those other funds we own under advisorship. They call us about that and send us mailings about it. We set up those funds under a different account.</p></blockquote><p></p>
[QUOTE="olroadbeech, post: 2618030, member: 52145"] We do also. We do not have their S&P 500, Precious Metals , and International Funds under advisorship but we recently received a sizable inheritance so we had them help us invest in some Income funds for retirees like the Wellsley Fund and a couple others. The expense is only $450 a year and we think it is worth every penny. ( on 150k ) Your right about them hating not having those other funds we own under advisorship. They call us about that and send us mailings about it. We set up those funds under a different account. [/QUOTE]
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