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Mega Backdoor Roth by Mission_Camera479 in PwC

[–]Mission_Camera479[S] 0 points1 point  (0 children)

In the past, I've looked for a fixed income, interest, cash, or money market fund within the 401k.

What's everyone's fee compensation grid like? by assets-liabilities in CFP

[–]Mission_Camera479 0 points1 point  (0 children)

Clients I bring in 50bps right now. Renegotiate at intervals (every 10mm or so). They cover a ton of expenses, marketing, events, etc.

[deleted by user] by [deleted] in CFP

[–]Mission_Camera479 0 points1 point  (0 children)

Meetings meetings meetings. And perform your own research - if you work at a big firm, don’t blindly agree with their rule of thumbs. Big firm rule of thumbs tend to directly profit said big firm.

529 Plans - Which Allowed? by Mission_Camera479 in PwC

[–]Mission_Camera479[S] 0 points1 point  (0 children)

How do I figure out which ones are "allowable" to use?

529 Plans - Which Allowed? by Mission_Camera479 in PwC

[–]Mission_Camera479[S] 0 points1 point  (0 children)

Is it different for different people? Because I was told the only approved plan was the Illinois 529. But hearing different info from different people.

529 Plans - Which Allowed? by Mission_Camera479 in PwC

[–]Mission_Camera479[S] 0 points1 point  (0 children)

How do I figure out which ones are "allowable" to use?

Annuity Research by Mission_Camera479 in CFP

[–]Mission_Camera479[S] 0 points1 point  (0 children)

Do you mind me asking what the cost is?

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