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Re: UC retirement plan

Retiree2b - Thanks for the reply. That is good to know. She is going to check to see what she is eligible for. I think some of it depends on the post doc union rules. The UC funds do look very good, good to know they can be rolled over easily. Probably not going to be working in the uc system in the...
by funflights
Fri Jun 14, 2013 10:06 am
 
Forum: Investing - Help with Personal Investments
Topic: UC retirement plan
Replies: 7
Views: 1244

Re: UC retirement plan

Garco - I did actually read that, but was having some issues figuring out what she qualified for. She was planning on speaking with the UCLA folks about the details, I was just wondering if anyone else had experiance with this. DVMresident - Thanks, that is very helpful. Ill have to check how she ge...
by funflights
Mon Jun 10, 2013 11:59 am
 
Forum: Investing - Help with Personal Investments
Topic: UC retirement plan
Replies: 7
Views: 1244

UC retirement plan

Hi, I was wondering if any you have experiance with the UC retirement plan. My wife will soon be eligible as she starts a post-doc at UCLA. Manditory contributions to the DC plan and elective contributions to the 403b/457 plans of 17,500 each. Planning on contributing the max. I am confused about wh...
by funflights
Mon Jun 10, 2013 10:27 am
 
Forum: Investing - Help with Personal Investments
Topic: UC retirement plan
Replies: 7
Views: 1244

Re: Portfolio Review

Thanks for both your comments - good point about the extra money for 2013. As for the roth TSP vs traditional -- I calculated it out again, since I will now be able to qualify for child tax and child care credits for this year, I think I actually fall within th 25%. I assume when I reach retirement ...
by funflights
Mon Jun 03, 2013 12:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 6
Views: 709

Re: Portfolio Review

Thank you for both of your posts. I have not been very organized with my investing and have been doing quite a bit of research. I have bought into the Boglehead philosophy. I think I will need to keep the majority of the stocks I own as there is a large gain in the majority of the stocks I hold, esp...
by funflights
Sun Jun 02, 2013 12:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 6
Views: 709

Portfolio Review

Hi, I am currently 31 years old, married. I am active duty military and have been investing toward my retirement. Since my wife and I are having a child I figured we should get our finances in order, so I have been trying to figure out to organize our investments in a better way. Listed below. I hav...
by funflights
Sat Jun 01, 2013 4:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Review
Replies: 6
Views: 709

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