Search found 4 matches

by triggertreat
Fri Jun 23, 2017 3:41 am
Forum: Investing - Help with Personal Investments
Topic: ESOP payout rollover help
Replies: 8
Views: 724

Re: ESOP payout rollover help

I have a good emergency fund and a managed simple IRA held at EJ that has averaged 10% for the last 9 years. Is that starting before or after Oct. 2008? m Do you know what it was invested in? I'd also be weary of EJ as others have warned. What was your 401k invested in? The 401k is with Great West ...
by triggertreat
Thu Jun 22, 2017 7:21 pm
Forum: Investing - Help with Personal Investments
Topic: ESOP payout rollover help
Replies: 8
Views: 724

Re: ESOP payout rollover help

I have a good emergency fund and a managed simple IRA held at EJ that has averaged 10% for the last 9 years. Is that starting before or after Oct. 2008? m Do you know what it was invested in? I'd also be weary of EJ as others have warned. What was your 401k invested in? The 401k is with Great West ...
by triggertreat
Mon Jun 19, 2017 3:26 am
Forum: Investing - Help with Personal Investments
Topic: ESOP payout rollover help
Replies: 8
Views: 724

Re: ESOP payout rollover help

Thank you David.The sale of the ESOP came sooner than expected so I was doing a little research and posts about EJ led me here .To be fair EJ has done well by me in my opinion for the options I chose.I was just looking for another alternative for this distribution and to not to cause a taxable event...
by triggertreat
Sun Jun 18, 2017 2:08 pm
Forum: Investing - Help with Personal Investments
Topic: ESOP payout rollover help
Replies: 8
Views: 724

ESOP payout rollover help

Was looking for info and found this site.Thanks for the opportunity to join and ask questions.I have just enough investment knowledge to be dangerous. A little background.I am 62 and plan on retiring in about 4 years.Only debt I have is a very small mortgage.The ESOP I work for was sold .The group I...