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Old 09-03-2014, 12:44 PM
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captainofiron captainofiron is offline
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Join Date: Apr 2007
Location: Austin, TX
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Quote:
Originally Posted by GregWeld View Post
1) Baird Financial is a HUGE firm with BILLIONS under management. Don't be afraid of them.

2) Read this thread from start to finish - take your time - and you'll be a lot less intimidated

3) It's YOUR future we're talking about... given the amount of time you have to live in retirement... the 400+ pages of this thread is childs play.

4) You have an obligation to yourself and your family to get a grip on your finances. It's EASY... and more importantly - IT'S THE MOST IMPORTANT THING YOU CAN EVER DO.

Like anything else - we all do things that we start out knowing nothing about. We all manage to educate ourselves about clutches - motors - tires - paint etc. Except that NONE of those are very important. Yet me manage to dive in and get involved.
Thanks thats good to know on #1
The guy was a real fast talker, reminded me of Wolf on Wall Street and I was really unnerved

I just started reading through the PDF. but its going to take me a while, haha

and just because its appropriate

haha

SO with that said, rolling over my old 401k to them in the form of a traditional IRA is a good move?
OR should I roll it into my new companies 401k?

I am leaning more toward the new 401, as they pay the fees and stuff, BUT the more choices and the ability to withdraw from the IRA (even though its penalized) is a very attractive "Pro"
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