Search found 3 matches

by RPA59
Mon Oct 07, 2019 10:57 am
Forum: Personal Investments
Topic: Employer switching to higher fee 401k admin. What would you do?
Replies: 46
Views: 3460

Re: Employer switching to higher fee 401k admin. What would you do?

I have Voya for my 401K and have very reasonable fees at megacorp. I work for the satellite office of a large European company, and we have our 401k with Voya. While it doesn't have a great list of funds with low ERs to select from, I do have some Vanguard Index Funds (Admiral Shares) that I can ch...
by RPA59
Tue Aug 13, 2019 6:22 am
Forum: Personal Investments
Topic: Portfolio Review - New to Forum
Replies: 7
Views: 764

Re: Portfolio Review - New to Forum

Yes, it makes sense to rollover your Rollover IRA balance into your 401k in order to do a back door Roth of your tIRA after tax balance and future nondeductible IRA contributions. As your basis in your tIRA is higher than the current tIRA balance, I suggest you transfer an amount from your Rollover...
by RPA59
Mon Aug 12, 2019 9:20 pm
Forum: Personal Investments
Topic: Portfolio Review - New to Forum
Replies: 7
Views: 764

Portfolio Review - New to Forum

Hi everyone - new to the forum but have been browsing for a while. Decided to clean up a few things with regards to my portfolio, looking forward to feedback. Not going to post what I own currently, because I am in the process of moving the pieces around and interested in a more holistic approach Po...