Jump to content
bWise Forums

PurpleReign

Members
  • Content count

    6
  • Joined

  • Last visited

Community Reputation

0 Neutral
  1. 403b Investment Advice

    Yes, a few Vanguard funds are offered in DC’s 457b plan; a VT fund is offered, as well.
  2. 403b Investment Advice

    Here's a link to the Approved Vendor List: https://dcps.dc.gov/sites/default/files/dc/sites/dcps/publication/attachments/403b and 457 Vendor List.pdf
  3. 403b Investment Advice

    No, I’m not currently using Holistic Planners for financial services. 2016 403b Vendor Listing.pdf
  4. 403b Investment Advice

    Here is a link to the Holistic Planners website-- http://www.holisticplanners.com/ ____ Although I might be changing employers within the next 3 years, I am not in a high income tax bracket. As a result, I will pursue investing in Vanguard's Total International Stock Market Index fund, my investment portfolio is very underweight in International Stock. Thanks again!
  5. 403b Investment Advice

    The name of the company I referenced was Holistic Planners. I'm not sure that it's a one-time fee. Overall, I'm trying to save as much as possible, decrease expenses and fund the accounts that make sense. _______ My other providers are: Axa/Equitable Lincoln (Annuity) Met-Life New York Life Valic Voya/ ING Thank you for taking the time to provide feedback!
  6. 403b Investment Advice

    I’ve maxed out my 457 plan and will max out my Roth IRA this year. In addition, I’m thinking about investing in a 403b. I’m reluctant to invest with the high fee annuity companies such as Voya, AXA, Met Life, Etc. but I have another investment option—this company charges a flat fee of .80 basis points, no surrender fees and offers several Vanguard products. Would you invest? (Funds & expenses) Vanguard 500 index/Adm—.04% Vanguard equity income—.26% Vanguard S&P 500 index—.14% Vanguard Mid-Cap Growth Index—.07% Vanguard Small-cap growth index—.19%
×