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Re: defined pension plan & investments

Thank you for the help...
by mort439
Sat Mar 01, 2014 10:13 am
 
Forum: Investing - Help with Personal Investments
Topic: defined pension plan & investments
Replies: 2
Views: 461

defined pension plan & investments

Hi all, I have asked for investing help here before and have received great responses but I never said that I had a defined pension plan and a military retirement. I guess my important question how should I invest when I get my pension? I will be getting around 33-35 K a year. I have 5 years left be...
by mort439
Thu Feb 27, 2014 10:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: defined pension plan & investments
Replies: 2
Views: 461

Re: Want one account but need help

Thank you for the replies... I guess I should have stated that at my current job there is a defined pension plan. I have another 5 or more years before I can retire from this job and can only give an estimate of what my yearly amount would be in total. It would be around $35,000 a year. How would th...
by mort439
Tue Feb 25, 2014 10:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: Want one account but need help
Replies: 12
Views: 746

Re: Want one account but need help

I'll have to call TSP for clarity but it does state that it doesn't accept Rollover "Roth" IRA's. Yes, I guess you are right that I can't transfer my wives IRA over into my TSP account. What a nightmare, lol.. Oh well, thanks again all!
by mort439
Sat Jan 04, 2014 9:34 am
 
Forum: Investing - Help with Personal Investments
Topic: Want one account but need help
Replies: 12
Views: 746

Re: Want one account but need help

Hi, thank you all. I guess its not a huge deal to have several accounts but I thought it would be easier for me to track. They are all on auto pilot as I do not manage it myself. The TSP website stated " The TSP will not accept Roth rollovers that have already been paid to you and it will not a...
by mort439
Fri Jan 03, 2014 11:43 am
 
Forum: Investing - Help with Personal Investments
Topic: Want one account but need help
Replies: 12
Views: 746

Want one account but need help

Hi, I am 42 and married with three children. My wife and I have three separate accounts that I would like to consolidate. I currently have a 457b plan from my employer(ING), Roth IRA with Vanguard and a 401k with Thrift Savings plan, My wife has a traditional IRA with Vanguard. I have tried to see i...
by mort439
Fri Jan 03, 2014 9:33 am
 
Forum: Investing - Help with Personal Investments
Topic: Want one account but need help
Replies: 12
Views: 746

Re: Investment help...newbe

Based upon the link you referenced I believe I can invest in a roth in October 2013 but they are still not taking transfers of Roth IRA accounts to TSP accounts. I will still have to invest my roth elsewhere(Vanguard) as far as transfers are concerned. Thanks for the update though,

shane
by mort439
Sun Sep 01, 2013 6:19 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

hahahaha wonderful I just sent out the paperwork to Vangaurd....thanks for the info.. I guess I'll have to decide in October what to do..everyone here pretty much says to go into the TSP if then can..it is the cheapest...
by mort439
Sun Sep 01, 2013 6:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

I can have a defined pension plan as early as 6 years from now...if I stay at same rate it will be around 25,000 a year...I currently work in a hazardous duty job. I can put the majority of my military pay into the TSP but I can't change it to a roth. They won't let reservists go into the roth. thanks
by mort439
Sat Aug 31, 2013 2:09 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

Well I looked into transferring my First Investors Roth into the TSP but they don't accept Roth IRA's.. So that brings me back to Vanguard I guess...That was not what I wanted to hear..Oh well...
by mort439
Fri Aug 30, 2013 12:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

Sir, thank you for responding..I will look into the ER's in regards to the 457. I have the TSP because I am currently in the military(reservist). I have heard here that The TSP is a good place to have your money because of the low costs. As a reservist I can only do a traditional 401k and not the Ro...
by mort439
Fri Aug 30, 2013 6:52 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

Thank you! I am in the process of moving our Roth's over to Vanguard. I was going to do a VTI , Bond and Wellington mix but you believe international would be better? My 457 is solid being I don't think I can move the funds from one account to another(roth) without just cashing it out and then inves...
by mort439
Thu Aug 29, 2013 1:25 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

Ok, so here I go, lol... We file Married Jointly. I was just stating that I am the only person bringing in income when I said "head of household". FIRST INVESTORS Both wife and I have Roth IRA's This is the breakdown; Microsoft Corporation 2.1% International Business Machines Corp. 2.0% Ph...
by mort439
Thu Aug 29, 2013 7:09 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Re: Investment help...newbe

Hi, ok I will do some more homework and get back to you. I am new at this stuff so I didn't know exactly what you needed to see. Thanks for the help...
by mort439
Sun Aug 25, 2013 8:36 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

Investment help...newbe

Hi, I am fairly new to the investing business even though I have had investments since 1999. It was just something I was told to do by fellow employees at my work. I didn't really know what is was about..lol Anyways I read the post by "Laura" and I have the following information and hope y...
by mort439
Sat Aug 24, 2013 9:22 am
 
Forum: Investing - Help with Personal Investments
Topic: Investment help...newbe
Replies: 16
Views: 1213

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