For financiers thats pretty basic stuff. I'd be worried about the advisor who

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Jul 31, 2014
8:04:50am

swishh_15

For financiers thats pretty basic stuff. I'd be worried about the advisor who

doesn't know that you can fully fund both. Are they really just some insurance sales person or something?

This message has been modified

Originally posted on Jul 31, 2014 at 8:04:50am

Message modified by swishh_15 on Jul 31, 2014 at 8:05:09am

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swishh_15

New username: RdF3
Bio page: swishh_15
Joined: Nov 4, 2011
Last login: May 20, 2015
Total posts: 0 (0 FO)

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Messages

Author

Time

401K/IRA question for the CB financiers

7/31/14 7:49am

You can fully fund both

JackStack

7/31/14 7:53am

For financiers thats pretty basic stuff. I'd be worried about the advisor who

swishh_15

7/31/14 8:04am

Yes, fire the guy who is giving you the wrong information

JackStack

7/31/14 8:09am

RE: For financiers thats pretty basic stuff. I'd be worried about the advisor

7/31/14 8:11am

The other guy may be confusing the IRA issue. You are prevented in some

Baron

7/31/14 8:17am

Hence him saying contributing to a roth through the traditional ira loophole.

swishh_15

7/31/14 8:22am

Yes this is the reasoning

7/31/14 9:36am

IRA and 401k limits are different.

coug203

7/31/14 8:05am

You can do the Roth as well assuming you can qualify for it.

Baron

7/31/14 8:16am

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