i think you're better off working with one of these smaller firms that can help you with the t p a and advise functions. You're certainly going to get better service than you are from some of the bigger companies, particularly if you try to go to vanguard. Vanguard is known for low costs. They are not known for great service. There's complex rules involved in these any time that there are employees. In order to max out the benefits for you, you're goin give thousands of dollars to each employee.
This episode is all about retirement accounts. We are answering your questions regarding TSPs, what to do with old retirement accounts, how to set up retirement accounts, Roth conversions, Backdoor Roth IRAs and so much more.
We have a number of great resources on the WCI blog regarding retirement accounts and financial advisors that can help you make a financial plan. Check out the recommended tab on the blog https://www.whitecoatinvestor.com for recommended financial advisors and retirement accounts.
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