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: 598

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? https://dqydj.com/sp-500-return-calculator/ Do you know what it was invested in? I'd also be weary of EJ as others have warned. What was your 401k...
by triggertreat
Thu Jun 22, 2017 7:21 pm
Forum: Investing - Help with Personal Investments
Topic: ESOP payout rollover help
Replies: 8
Views: 598

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? https://dqydj.com/sp-500-return-calculator/ Do you know what it was invested in? I'd also be weary of EJ as others have warned. What was your 401k...
by triggertreat
Mon Jun 19, 2017 3:26 am
Forum: Investing - Help with Personal Investments
Topic: ESOP payout rollover help
Replies: 8
Views: 598

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: 598

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...

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