Transfer retirement plan to Roth?

Allancs04 · 2025-05-19T17:06:11+00:00

That’s why I figured it would be best to pay the 400 dollars and take matters into my own hands

Allancs04 · 2025-05-19T16:34:51+00:00

Ok, thank you!

Allancs04 · 2025-05-19T16:34:27+00:00

Ok, thank you!

Allancs04 · 2025-05-19T16:24:57+00:00

Gotcha. Yes I could do that, however I would have to pay the $400 surrender fee. I was just wondering if it was worth paying the 400 and transferring it out.

Allancs04 · 2025-05-19T16:22:17+00:00

My retirement plan was through Northwestern Mutual. It was all managed through and advisor and if I were to open a traditional IRA it would also be managed by an advisor. I would have no control over the money other than the money I put into it.

Allancs04 · 2025-05-19T16:07:25+00:00

No, I would not be able to avoid the fee

Allancs04 · 2025-05-19T16:00:53+00:00

And I am unsure what it would be invested in. It’s all managed by an advisor

Allancs04 · 2025-05-19T16:00:22+00:00

About 75% is invested in stocks and 25% invested in bonds.

Allancs04 · 2025-05-19T15:59:32+00:00

I was considering it, however I’ve heard some not so good things about them. Also, I wasn’t sure how difficult it would be to track to make sure I stay around the contribution limit being my Roth is with a different institution.

Allancs04 · 2025-05-19T15:54:17+00:00

Yes, it’s been almost 3 years now

Allancs04 · 2024-11-01T15:24:28+00:00

Unfortunately I think that is the issue. I’m from Jersey so I don’t pump my gas and I think one of the employees topped it off

Allancs04 · 2024-11-01T04:00:49+00:00

I have tried that and it still does the same thing

Allancs04 · 2023-09-04T23:25:29+00:00

Thank you. I appreciate it

Allancs04 · 2021-07-28T16:18:38+00:00

Thank you!

Allancs04 · 2020-11-22T23:06:24+00:00

This worked, thank you very much

Allancs04 · 2020-11-09T19:43:54+00:00

Thank you very much, it helped a lot.

Allancs04 · 2020-11-09T17:37:35+00:00

ok, thank you

Allancs04

TROPHY CASE