?
I understand that my current status is tax deferred. I am currently in the upper end of my 15% tax bracket @ $29,624 adjusted and I will get a 3% COLA Jan 1. I don't have alot of wiggle room as far as staying in the 15% tax bracket is concerned.
The financial advisor that comes to my hospital is very difficult to work with. He wants to do what HE wants to do and gets annoyed if I don't go along. I really just want out of the plan. The plan we are in keeps changing. In just SIX years it has been Smith Barney,Citistreet, then Traveler's, Metlife CHART and now he wants to do American Funds. I am really frustrated with the cost of all of these changes and also of the limitations imposed upon me with regard to what I can do to rollover these accounts. The government and the financial advisor and my employer have more control over my money than I do. They can misuse it at will.
Can I get something close to a 403b that I can manage myself?
2007-11-25
02:01:39
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8 answers
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asked by
Lynn
5