Good, I hate to see people being taken advantage of and the cost he is currently paying is painful.Agreed, but he plans to retire first. He can then work on a rollover to two IRA's one with the roth funds and the other with everything else.Principal is gouging him on the order of $4K investment fees/year, yuck. For someone only spending $22K on everything else, that's an emergency - [Edit-even if he were to continue to work, he should get the money out of there immediately.]
Statistics: Posted by Exchme — Sun Mar 03, 2024 5:40 pm — Replies 20 — Views 1222