Quote:
Originally Posted by GregWeld
#1 -- You don't tell us much about who "He" is. Is this someone that works for the company and manages the 401K? Who is he?
#2 -- You could have "rolled" your 401K into an IRA immediately after departing the last company and have been running it "self directed". You don't need anyone to run an IRA for you. So there would be no "fees" etc to pick you apart.
#3 -- Nobody can tell you what to do - nobody knows your personal financial situation. Read this thread and learn -- so go back and start at page one.
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1), the guy is an private investment guy that handles the companies 401k, he is a part of Baird Financial
2) To be completely honest I am really intimidated by all of this, never having done it, nor knowing anyone who has done it. Hence why I havent touched my old 401k, which is with Fidelity in one of their target date funds. About a month after being hired on, my new company had their 401k review and the investment guy talked to me afterward about possible strategies.
3) thats alot of reading
haha thanks