Search found 6 matches

by southflanole1
Wed Mar 25, 2015 10:07 am
Forum: Investing - Help with Personal Investments
Topic: Scottrade
Replies: 5
Views: 744

Scottrade

I have my Roth IRA at Vanguard and am about to open a SEP IRA at Vanguard. I have had a brokerage account with Scottrade for individual trades ($7.00 per trade). I don't plan on using Vanguard ETFs or Mutual funds in my brokerage account. Any reason to open up a Vanguard brokerage account? Are the c...
by southflanole1
Tue Feb 24, 2015 3:41 pm
Forum: Investing - Help with Personal Investments
Topic: Roth IRA and SEP IRA / Taxable account
Replies: 1
Views: 198

Roth IRA and SEP IRA / Taxable account

I have fully funded a Roth IRA for the last four years, value approx. $25k w/ Vanguard. I am now going to open a SEP IRA w/ Vanguard and possibly a taxable account. All of my holdings in my Roth IRA are admiral shares. If I put less than 10k initially into my SEP IRA or taxable account, can I obtain...
by southflanole1
Wed Feb 18, 2015 9:50 am
Forum: Investing - Help with Personal Investments
Topic: Help
Replies: 0
Views: 251

Help

Good morning, 29 years old single male and have fully maxed out my Roth IRA with Vanguard for the last four years (approx. $25,000.00). No outstanding debt other than mortgage. Make pretty good money, probably will be unable to qualify for Roth IRA this year (will be close). Partner in a law firm, h...
by southflanole1
Sat Jan 31, 2015 5:58 pm
Forum: Investing - Help with Personal Investments
Topic: Northwestern Mutual Roth IRA
Replies: 12
Views: 2394

Re: Northwestern Mutual Roth IRA

8 years unfortunately, I guess I should just take the hit.
by southflanole1
Sat Jan 31, 2015 5:01 pm
Forum: Investing - Help with Personal Investments
Topic: Northwestern Mutual Roth IRA
Replies: 12
Views: 2394

Re: Northwestern Mutual Roth IRA

Index 500 Stock (MSA) -B....... Any reason to just keep the plan, rather than converting it to Vanguard?
by southflanole1
Sat Jan 31, 2015 3:08 pm
Forum: Investing - Help with Personal Investments
Topic: Northwestern Mutual Roth IRA
Replies: 12
Views: 2394

Northwestern Mutual Roth IRA

Good afternoon. I having been reading the forum for a few months, but am a new member/poster. I previously (2011-2012) contributed to a ROTH IRA at Northwestern Mutual which is currently valued at approx. $10K. I maxed out my ROTH IRA with Vanguard in 2013, 2014 and for 2015. I decided I wanted to s...