Search found 3 matches

by klce2001
Sun Feb 10, 2019 7:14 pm
Forum: Personal Investments
Topic: Windfall advice
Replies: 8
Views: 944

Re: Windfall advice

I will double check on our 403b plan options. We only have 4 choices for plan administrators and when I checked with HR she said they were annuities. But, what does she really know?
by klce2001
Sun Feb 10, 2019 6:02 pm
Forum: Personal Investments
Topic: Windfall advice
Replies: 8
Views: 944

Re: Windfall advice

Thanks for your replies.

We do not have access to 457 plans through my district, and we have been hesitant to contribute to 403b plans because we are only offered annuities. Everything I have read has cautioned against annuities. Should I set up a 403b if annuities are are only option?
by klce2001
Sun Feb 10, 2019 3:48 pm
Forum: Personal Investments
Topic: Windfall advice
Replies: 8
Views: 944

Windfall advice

I am inheriting about 1.2M and we are struggling with the best approach to managing this windfall. We are fully aware that this is going to change the course of our financial freedom. Early on in our marriage, we made some poor financial decisions (read: let’s spend $$$$) and have crawled out of tha...