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re: Another Roth IRA Discussion.
Posted on 8/22/17 at 6:14 pm to Shepherd88
Posted on 8/22/17 at 6:14 pm to Shepherd88
Possibly so. But for a $35K account, he doesn't need that. When he has ten times that amount, then he may get some value from those services.
Roll it into Vanguard, Schwab, Fidelity, etc., pick three or four funds or ETFs and don't fret over it til he hits his 50's.
Roll it into Vanguard, Schwab, Fidelity, etc., pick three or four funds or ETFs and don't fret over it til he hits his 50's.
1
Posted on 8/24/17 at 8:29 pm to Jag_Warrior
Good advice from Jag and others. The backdoor Roth is also a good idea especially IF tax reform come to fruition and with it lower rates. Tax rates won't stay lower forever.
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