| Author |
Message |
 Topic: 401k Brokeragelink Advice |
workingmonkey
Replies: 7
Views: 9518
|
 Forum: Retirement Planning Posted:
Wed Jun 26, 2019 8:16 pm Subject: 401k Brokeragelink Advice |
Hi folks,
I have a 280k balance invested in a Fidelity BrokerageLink account. This is a large part of my 401k. It is currently being managed by a third party robo advisor firm. I don't really have ... |
| Topic: 401K and Target Date Funds |
workingmonkey
Replies: 3
Views: 22897
|
Forum: Retirement Planning Posted:
Tue Oct 27, 2015 5:51 pm Subject: 401K and Target Date Funds |
| It depends on what funds are offered by your particular 401k plan. The relevant information is available on the website. If you have a brokerage window option available, you should be able to invest ... |
| Topic: 401K and Target Date Funds |
workingmonkey
Replies: 3
Views: 22897
|
Forum: Retirement Planning Posted:
Mon Oct 26, 2015 7:51 pm Subject: 401K and Target Date Funds |
Hi folks,
I have a 401K with Fidelity. I have the Fidelity Freedom Index 2040 Fund (FBIFX). It doesn't seem like it has the best ratings. I was wondering if anyone had ideas on what other target fu ... |
| Topic: Roth IRA - What to buy? |
workingmonkey
Replies: 9
Views: 32141
|
Forum: Retirement Planning Posted:
Tue Sep 08, 2015 5:53 pm Subject: Roth IRA - What to buy? |
What is the $200,000 invested in? Also FUSEX?
It is invested in Fidelity FreedomŽ Index 2040 Fund FBIFX. I believe it's setup for growth. This is probably why I took a few hits with the recent ... |
| Topic: Roth IRA - What to buy? |
workingmonkey
Replies: 9
Views: 32141
|
Forum: Retirement Planning Posted:
Tue Sep 08, 2015 5:04 pm Subject: Roth IRA - What to buy? |
Thanks folks for the great advice.
I went ahead and reduced my taxable investment by $5100 and deposited this to my Roth IRA. I had $400 in contributions so that brought me up to $5500 in my Roth I ... |
| Topic: Roth IRA - What to buy? |
workingmonkey
Replies: 9
Views: 32141
|
Forum: Retirement Planning Posted:
Fri Aug 28, 2015 10:47 pm Subject: Roth IRA - What to buy? |
How about moving some of your $30,000 into the Roth to utilize your $5500 exemption each year?
Is the Roth account also with Fidelity?
Yes, my Roth IRA is with Fidelity. What do I invest in aft ... |
| Topic: Roth IRA - What to buy? |
workingmonkey
Replies: 9
Views: 32141
|
Forum: Retirement Planning Posted:
Fri Aug 28, 2015 7:58 pm Subject: Roth IRA - What to buy? |
Hi,
I have a Roth IRA with only $400 in it. It is parked at the moment, no particular investments. Should I buy something now or keep my deposits going until I can buy something in particular later ... |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Fri Jan 30, 2015 6:47 pm Subject: What to do with 30K |
Ok oldguy. This is done. It wasn't easy to do but I guess it's good for the long haul.  |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Thu Jan 29, 2015 8:23 pm Subject: What to do with 30K |
| I finally have my 30K in a Fidelity cash core account. I just need to put in the right investment. Someone mentioned S&P500 and leaving it there for 30 years? What is the right Fidelity product to ... |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Wed Jan 21, 2015 2:59 pm Subject: What to do with 30K |
| I have a cashier's check made out to myself. Do I have to worry about taxes for myself or father? A gift tax possibly? Thanks. |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Tue Jan 20, 2015 6:49 pm Subject: What to do with 30K |
| So what is the recommended process for depositing the 30K check? Is there a special form or procedure or as simple as depositing a $30 dollar check? Will this be a red flag? Sorry for the silly questi ... |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Tue Jan 20, 2015 2:31 am Subject: What to do with 30K |
| It looks like I will be depositing a huge check into my bank account. I never thought about this but what's the best way to deposit such a check? Are there legal or tax issues I should consider? I nee ... |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Tue Jan 13, 2015 9:52 pm Subject: What to do with 30K |
| Awesome advice. I also have a 5 year old. Should I consider a 529 for college or maybe there's a better strategy? Thanks. |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Tue Jan 13, 2015 12:49 am Subject: What to do with 30K |
| I'm 38. My 401K is all stocks or mostly stocks. It's in an aggressive growth fund for my age I believe. |
| Topic: What to do with 30K |
workingmonkey
Replies: 23
Views: 67187
|
Forum: Personal Finance Posted:
Mon Jan 12, 2015 6:52 pm Subject: What to do with 30K |
Hi there,
My father is giving me 30K to invest. Where should I put it? I already have a 401K with my employer so I was thinking of other investment options.
Thanks. |
| |
