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Jul 31, 2014
8:09
:23
am
JackStack
Yes, fire the guy who is giving you the wrong information
If he's wrong on simple google-able stuff, he doesn't deserve much trust in something as important as retirement planning.
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JackStack
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JackStack
Joined
Aug 29, 2007
Last login
May 3, 2024
Total posts
16,156 (3,167 FO)
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Messages
Author
Time
401K/IRA question for the CB financiers
Rogue Gunner
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
Rogue Gunner
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
Rogue Gunner
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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