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Brown Cafe UPS Forum
UPS Retirement Topics
UPS/Teamster 401k...Prudential to a Dreyfus self managed account...+22.86% for 2012
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<blockquote data-quote="UpstateNYUPSer(Ret)" data-source="post: 1111991" data-attributes="member: 12570"><p><strong>Re: UPS/Teamster 401k...Prudential to a Dreyfus self managed account...+22.86% for 20</strong></p><p></p><p>I have 25% of my pre-tax pay going in to my traditional 401k. I am 100% invested in the Bright Horizons 2025 Fund. Even though I will be retiring in 2019, I chose the BH 2025 as the BH funds tend to be aggressive early on and then become more conservative the closer you get to your target date. I also have a Roth 401k through Edwards Jones which is 100% invested in AIVSX. Both the 401k and Roth are up significantly for the YTD. I meet with my financial adviser regularly----we look at where we are, where we need to be, how to get there and adjust accordingly.</p><p></p><p>I will admit that having a $5K/month pension waiting for me in 2019 and paying $300/month extra toward the principle on my condo to ensure that it will be paid off when I retire gives me the freedom to not have to do what you and brown boy are doing.</p><p></p><p>I will also admit that I would have to take a tutorial to understand what you and brown boy are doing and would rather pay EJ $40/year.</p></blockquote><p></p>
[QUOTE="UpstateNYUPSer(Ret), post: 1111991, member: 12570"] [b]Re: UPS/Teamster 401k...Prudential to a Dreyfus self managed account...+22.86% for 20[/b] I have 25% of my pre-tax pay going in to my traditional 401k. I am 100% invested in the Bright Horizons 2025 Fund. Even though I will be retiring in 2019, I chose the BH 2025 as the BH funds tend to be aggressive early on and then become more conservative the closer you get to your target date. I also have a Roth 401k through Edwards Jones which is 100% invested in AIVSX. Both the 401k and Roth are up significantly for the YTD. I meet with my financial adviser regularly----we look at where we are, where we need to be, how to get there and adjust accordingly. I will admit that having a $5K/month pension waiting for me in 2019 and paying $300/month extra toward the principle on my condo to ensure that it will be paid off when I retire gives me the freedom to not have to do what you and brown boy are doing. I will also admit that I would have to take a tutorial to understand what you and brown boy are doing and would rather pay EJ $40/year. [/QUOTE]
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UPS/Teamster 401k...Prudential to a Dreyfus self managed account...+22.86% for 2012
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