SeanTankarian

Sean Tankarian

SeanTankarian’s Activity

Sun Mar 15

NL

Boards Post

SeanTankarian replied to the Government Workers & Retirees board. 9:38 PM

Re: Recently retired

Thanks Vern...I've been getting the emails many thanks!

Mon Mar 2

NL

Boards Post

SeanTankarian replied to the Government Workers & Retirees board. 3:05 PM

Re: Recently retired

Perfect thanks!

Fri Feb 27

NL

Boards Post

SeanTankarian replied to the Government Workers & Retirees board. 5:26 PM

Re: Recently retired

Thanks funk...sorry for the delay. I'm wondering if there's a way for me to get an email when a new post or reply is made here?

Tue Feb 17

NL

Boards Post

SeanTankarian replied to the Government Workers & Retirees board. 7:38 AM

Re: Recently retired

I didn't know that dividends aren't identified. Can you give me a day or two to check it out? I'm curious about the overall costs. That's pretty good if in your IRA you're paying about .2% or less...I'm guessing you're using Vanguard funds. Maybe if [more]

Fri Feb 13

NL

Boards Post

SeanTankarian replied to the Government Workers & Retirees board. 4:09 PM

Re: Recently retired

Hi Vern...I'll have to start with the general plain answer first so here goes: it depends upon the investor. If I have to put a number on it, I'd say about 50% move their money our for access to more funds.

Mon Feb 2

NL

Boards Post

SeanTankarian replied to the Foolish 401(k)s board. 7:45 PM

Re: What to do with old 401K?

Ho Optnb...you may want to consider converting at least some of those dollars into a Roth IRA and then 5 years after the transfer, you'll have tax/penalty free access to the money. Why this may be important to you is of course your call, but you'll [more]

Sat Jan 31

NL

Boards Post

SeanTankarian replied to the Inheritance Strategies board. 11:41 AM

Re: Good article on beneficiaries

Hey reallyalldone thanks for the reminder. Just to piggyback on your post, here's another article about a guy who forgot to update his 457 plan beneficiary form and then his ex (ouch) got 800k (double ouch!) Enjoy! [more]

Fri Jan 30

NL

Boards Post

SeanTankarian replied to the Retirement Investing board. 10:37 AM

Re: Traditional 401k vs. Roth 401k

Maybe not technically, but I know a lot of people that 'retire' from their 20+ year job, then pick up a PT job at the local golf course or start a small consulting business. I just meant retirement from one's 'big money' job.

Thu Jan 29

NL

Boards Post

SeanTankarian replied to the Retirement Investing board. 11:15 AM

Re: Traditional 401k vs. Roth 401k

While pre-tax savings plans like your 401k are beneficial for deferring tax, it's not always the best strategy from a tax standpoint. For example, what if you have a pension, Social Security, income from a new career, income from your spouse, his/her [more]

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Board Posts 21
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Most Frequent Board Retirement Investing
Very First Post Re: Trad. 401(k) v Roth 401(k) both w/match (12/3/2014)
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