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What type of program do you use for your 401k/retirement?
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I have a Roth. I went to Dave Ramsey site and contacted a ELP for retirement. Rolled my 401k (from previous job) into it. I use one called Raymond James. The owner works/ed with dh and his 401k to adjust it. My dh 401k took off and had major growth after that. Dh no longer meets with the work advisor because they never helped with the growth of his 401k like my advisor did.
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I rolled my 401K to a Roth IRA. I did it through my bank, who later sold it to Victory Capital. I have no complaints about how the new company manages it, they have been very professional and transparent. They taxed it pretty well, initially, though. The sooner you do it, the less they will take, though.
Home | Victory Capital - Victory Capital (vcm.com)
Last edited by Cat Herder; 09-13-2021, 07:13 AM.Comment
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