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PurpleReign

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  1. Hello all! I have a 403b from a former employer that is with TIAA; My present allocation is moderately aggressive and I'd like to be more aggressive ( 20 or more years until retirement). Should I reallocate my investments within TIAA or do a direct rollover to Vanguard (most of my investments are there)? I have a wide assortment of funds that I could invest in with TIAA including Vanguard's Total Market Stock Index Fund (VTSAX). Any thoughts? Thanks in advance.
  2. PurpleReign

    403b Investment Advice

    Yes, a few Vanguard funds are offered in DC’s 457b plan; a VT fund is offered, as well.
  3. PurpleReign

    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
  4. PurpleReign

    403b Investment Advice

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

    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!
  6. PurpleReign

    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!
  7. PurpleReign

    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%
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