- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Investment Advice For Recent LSU Graduate
Posted on 12/23/17 at 10:57 am to Clete Purcel
Posted on 12/23/17 at 10:57 am to Clete Purcel
Slowly start a portfolio using 3 bucket system
1. Tax now - Mutual funds
2. Tax later - tax deferred ( 401k, IRA )
3. Tax never - Roth or WHole life ( WL designed around max accumulation not death benefit, yes there is a major difference. I suggest New York life policy. Great if you don't qualify for Roth ) I'd suggest a Nyl rep to help with all 3. Unless your just wanting to go self directed.
1. Tax now - Mutual funds
2. Tax later - tax deferred ( 401k, IRA )
3. Tax never - Roth or WHole life ( WL designed around max accumulation not death benefit, yes there is a major difference. I suggest New York life policy. Great if you don't qualify for Roth ) I'd suggest a Nyl rep to help with all 3. Unless your just wanting to go self directed.
This post was edited on 12/23/17 at 11:06 am
1
Posted on 12/23/17 at 9:17 pm to bstew3006
quote:hmmmmmm may. I wonder why?
. I suggest New York life policy.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News