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re: Defined Benefit Retirement Plan Termination & the distribution of assets
Posted on 7/27/14 at 3:46 pm to LSUBCILUVTHEM
Posted on 7/27/14 at 3:46 pm to LSUBCILUVTHEM
quote:
Thank you. I'll ask friends and co-workers for recommendations on a financial advisor and start looking into using an IRA w/Vanguard.
Cut out the middle man, open an IRA account with one of the online entities, Etrade, Scott trade, etc, and roll the money into that. Once the money is there you can pick funds from Vanguard or anyone else you may choose. My wife had the same situation and this is what we did with the pension money.
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