My company announced today that our 401K will be moving to a new investment platform. Out of the current 29 investment options offered, 21 of them will be eliminated and replaced with 18 new ones. The company is putting a positive spin on the change: “These changes are being made so you may select from a more diverse and competitive fund array“. Even though there are slightly less investment options to choose from, I guess it is possible that the new ones are more diverse and more competitive…
My current asset allocation is 25% International, 25% small cap, 25% mid cap and 25% large cap. My international fund remains in the new platform. I have until December 10th to choose 3 new funds for the other categories.
Trump 530A Accounts: Non-Deductible IRA for Kids (Check if you have kids
under age 10)
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A Trump Account (aka 530A Account, or 530 IRA) is a new type of retirement
investment account for children. They offer tax-deferred growth, but you
don’t g...
5 days ago
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