outahere wrote:I have stories... many of them.
futureman wrote:We have spoke with a Lincoln Finance guy who told us to convert to a regular 401k, introduced vesting (one objective as we grow is the retain talent)
The Wizard wrote:dm200 wrote:2. SPIAs (as far as I know) are generally not "gender neutral". Men get more monthly income for life than women for the same purchase price.
Some are, TIAA in particular...
Superorb wrote:If Vanguard does not allow incoming rollovers they will be off the list.
learning_head wrote:To minimize number of transactions, I do it once every 2 years - between Jan and Apr, contributing for both prior and current year and then converting both right away.
Stan Dup wrote:So, the employer portion of a solo 401k seems like the best option? Allowing me to save up to 20% of my total income between the two jobs?