Search found 9 matches

by Btags84
Wed Jul 10, 2019 7:03 am
Forum: Investing - Theory, News & General
Topic: Mega backdoor Roth:. Anyone got their employer to change plan to allow it?
Replies: 22
Views: 2435

Re: Mega backdoor Roth:. Anyone got their employer to change plan to allow it?

Hello, I just changed this at my employer last year. While you might fail the compliance testing all that happens is the contributions are given back to the highly compensated employees and taxes are taken out as if the after-tax contribution and conversion never took place. And that assumes you fai...
by Btags84
Thu Mar 07, 2019 6:06 am
Forum: US Chapters
Topic: New Columbus, Ohio Chapter
Replies: 114
Views: 28500

Re: New Columbus, Ohio Chapter

Girlfriend and I will be at the meeting, but no dinner this time. See you all then.
by Btags84
Sun Feb 10, 2019 2:30 pm
Forum: US Chapters
Topic: New Columbus, Ohio Chapter
Replies: 114
Views: 28500

Re: New Columbus, Ohio Chapter

I will be at the meeting, just me this time though. Based on how much snow is coming down I think I'm taking the safe route and staying home unfortunately. I wanted to hear the MMM case study, oh well. Might be tough to hear so maybe this doesn't make sense, but has anyone thought about doing a Goo...
by Btags84
Mon Feb 04, 2019 8:13 pm
Forum: US Chapters
Topic: New Columbus, Ohio Chapter
Replies: 114
Views: 28500

Re: New Columbus, Ohio Chapter

I will be at the meeting, just me this time though.
by Btags84
Thu Jan 17, 2019 5:00 pm
Forum: Personal Investments
Topic: Lobbying to modify 401k plan to allow for after-tax contributions and in-service rollover to Roth
Replies: 9
Views: 677

Re: Lobbying to modify 401k plan to allow for after-tax contributions and in-service rollover to Roth

I was on the 401(k) committee at a 300+ firm. Yes, it costs money, time, and effort to offer these. I had suggested such a mod at our company. Since it would only benefit less than 4 people at my 300+ firm, it never got anywhere. I suggest you try to work on modifications to the plan that benefit A...
by Btags84
Thu Jan 03, 2019 8:48 pm
Forum: US Chapters
Topic: New Columbus, Ohio Chapter
Replies: 114
Views: 28500

Re: New Columbus, Ohio Chapter

Hello, my girlfriend and I plan to attend again and are interested in going to the dinner afterwards. Thanks again for putting this on. I know she wants to hear what people do for short term savings goals, like a house down payment or car purchase.
by Btags84
Tue Jan 01, 2019 4:13 pm
Forum: Investing - Theory, News & General
Topic: Net Worth Survey 2014 Interactive Dashboard
Replies: 30
Views: 14128

Re: Net Worth Survey 2014 Interactive Dashboard

Hello, is there a way to update this with more current survey data? This is so cool!
by Btags84
Mon Dec 10, 2018 7:50 pm
Forum: US Chapters
Topic: New Columbus, Ohio Chapter
Replies: 114
Views: 28500

Re: New Columbus, Ohio Chapter

Great meeting, my girlfriend and I will definitely be back for the meeting in January. We loved all the discussion and diversity of members.
by Btags84
Sun Dec 02, 2018 9:41 am
Forum: US Chapters
Topic: New Columbus, Ohio Chapter
Replies: 114
Views: 28500

Re: New Columbus, Ohio Chapter

Hello, my girlfriend (27) and I (34) are planning on attending the December meeting. This would be our first one, just to confirm, is it still here: Columbus Metropolitan (Main) Library (Meeting Room 3B) which is located at 96 S. Grant Avenue, Columbus, OH 43215. I am interesting in hearing perspect...