Search found 9 matches

Return to advanced search

Re: Help! - 401K moved from Fidelity to Aon Hewitt

Thanks for all the feedbacks. I use a brokerage account with Aon Hewitt for 401K so I buy the TRP funds directly. The ERs of the mentioned funds are added below. T ROWE PRICE TOTAL EQUITY MARKET INDEX 779552306 POMIX Focus fund: 0.36% T ROWE PRICE INTERNATIONAL EQUITY INDEX 77958A107 PIEQX Focus fun...
by tea9895
Thu Jan 30, 2014 12:15 am
 
Forum: Investing - Help with Personal Investments
Topic: Help! - 401K moved from Fidelity to Aon Hewitt
Replies: 15
Views: 2169

Help! - 401K moved from Fidelity to Aon Hewitt

I'm 46 years old. We recently changed the 401K plan provider from Fidelity to Aon Hewitt. At Fidelity I had the following asset allocations: Funds Alloc ER ================================= ===== ==== FSEVX Spartan Ext Market Adv 17.0% 0.07 FSGDX Spartan Global ex. US 20.0% 0.18 FSRVX Spartan US REI...
by tea9895
Tue Jan 28, 2014 5:35 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help! - 401K moved from Fidelity to Aon Hewitt
Replies: 15
Views: 2169

Why VFITX gained 0.09% but FIBIX fell by 1.3% today?

VFITX (Vanguard Interm-Term Treasury Inv) and FIBIX (Fidelity Spartan Interm Treasury Bd Idx Inv) are tracking the same intermediate term treasury - correct? A distribution of FIBIX took place today?
by tea9895
Fri Dec 21, 2012 9:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Why VFITX gained 0.09% but FIBIX fell by 1.3% today?
Replies: 1
Views: 323

Re: Invest for my 10 yo daughter

I believe the call you received was incorrect. You need to start RMDs by Dec 31 of the year following her death. If you don't do that you must empty the account totally by the end of the fifth year after the year of her death. (assuming she was under 70 1/2). Here's a link to an informative pamphle...
by tea9895
Wed Feb 08, 2012 2:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Invest for my 10 yo daughter
Replies: 24
Views: 1763

Re: Invest for my 10 yo daughter

>> It turned out I'm the benefinicary of my ex-wife's 401K and I just received a letter >> from the plan administration that I'll need to take a minimum distribution this year. I received a call from the 401K plan administration telling me that the letter was a mistake and that the required minimum ...
by tea9895
Tue Jan 24, 2012 2:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Invest for my 10 yo daughter
Replies: 24
Views: 1763

Re: Invest for my 10 yo daughter

Anybody can recommend a fee-only financial planner in (west) Chicago area? It turned out I'm the benefinicary of my ex-wife's 401K and I just received a letter from the plan administration that I'll need to take a minimum distribution this year. Is this expected? I'm trying to reach them for clarifi...
by tea9895
Mon Jan 16, 2012 6:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Invest for my 10 yo daughter
Replies: 24
Views: 1763

Re: Invest for my 10 yo daughter

>> GRT2BOUTDOORS ┬╗ Thu Jan 05, 2012 11:29 am >> What is the need to have whole life insurance at age 10? Does your daughter have a pre-existing medical condition that requires protecting an insurable interest now? Her mom had multiple cancers and died a young age (<40). It's always a big concern bac...
by tea9895
Thu Jan 05, 2012 12:44 pm
 
Forum: Investing - Help with Personal Investments
Topic: Invest for my 10 yo daughter
Replies: 24
Views: 1763

Re: Invest for my 10 yo daughter

One of the life insurance is with New York Life. The proceeds is currently sitting in the bank idle. The New York Life representatives suggested the following investment strategy for the proceeds: - 50% for mutual funds - 30% for my daughter's whole life insurance - 20% for her annuity I think the p...
by tea9895
Thu Jan 05, 2012 11:14 am
 
Forum: Investing - Help with Personal Investments
Topic: Invest for my 10 yo daughter
Replies: 24
Views: 1763

Invest for my 10 yo daughter

My daughter is 10 years old. Her mom (my ex-wife) just passed away. The survivorship social security benefit for her would be ~$1,800 monthly until she reaches 18 yo. Most of this will be saved for her - majority of her living expense should be covered by my income. She does have separate 529 invest...
by tea9895
Wed Dec 28, 2011 12:13 am
 
Forum: Investing - Help with Personal Investments
Topic: Invest for my 10 yo daughter
Replies: 24
Views: 1763

Return to advanced search