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From the sound of it, you will be able to take a withdrawal from that 401k, if you are not employed by that company anymore. You won't be able to do a loan if that is the case.
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If you are not getting statements, try contacting whoever it was who helped you set up the account, or the business you worked for when setting up the account.
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I am so sorry for your loss! You can find contact information for the Walgreen's plan at https://wagprofitsharing.empower-retirement.com/participant/#/login?accu=Walgreens. Please let me know if I can be of any further assistance. Leah
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First, I'm very sorry to hear about your situation. Unfortunately, trying to chase down assets of a person who passes away without any records is not all that uncommon. If I am understanding your question accurately, it sounds like whoever manages ...(more)
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This is a difficult question to answer without knowing the type of account you're referring to and/or the type of investment plan within which it currently resides. The best advice I can give is to call the custodian (that's the investment company holding ...(more)
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Hello Don, I would tend to think of the principle of tithing taught in the last chapter of Malachi. I tell clients or prospective clients all the time that if they lived on 80% of their income, donated 10% to their church or charity of their choice (tax ...(more)
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If you are under age 40, and retired, yes, most people would consider that an early retirement. Hope this helps!
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Ryan Harrington Level 1
Evening George, Yes, you can rollover any number of your traditional IRAs to a single Roth IRA or multiple Roth IRAs . There's no age limit on this transaction. If you intend to roll them all over, doing it all at once may not be in your best interest. ...(more)
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You will need to call the record keeper of the plan (most likely a firm like Fidelity Investments) and work with them to have the assets transferred into your name. Most likely you are already listed as the beneficiary. They will have paperwork for you ...(more)
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It is important to meet with a couple of advisors before you choose. There are some firms and advisors who provide planning in order to just sell products. Understanding how you advisor is paid is important and if they are acting as your Fiduciary. ...(more)
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I am very sorry for your loss. Please feel free to reach out. Jessica
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Hi David, Please feel free to reach out. Jessica
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Hi Denise, please feel free to reach out. Jessica
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Going the DIY route can be very tempting, especially when the market has been on a historically long upward trajectory. But, as they say, "A rising tide lifts all boats. It's when the tide goes out that you discover who is swimming naked." In other ...(more)
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You should also contact the company that issued the annuity (assuming your agent is not being helpful in this regard). Many annuity contracts have distribution options that aren't conspicuously outlined in the marketing material and/or contract.
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