What is the interest rate on the "Debt: no debt other than a mortgage of 200k".
3.5%
Do you have any employees in your business?
No just me.
Why did you close your SIMPLE IRA and your SEP IRA?
Vanguard is not supporting the SIMPLE account anymore and I got a letter telling me I was being transferred to Ascensus. I decided to move all my accounts to Fidelity and somehow the SEP account type was not retained. If I don’t open a solo 401k, I should reestablish the SEP if possible.
Thank you for your input.
3.5%
Do you have any employees in your business?
No just me.
Why did you close your SIMPLE IRA and your SEP IRA?
Vanguard is not supporting the SIMPLE account anymore and I got a letter telling me I was being transferred to Ascensus. I decided to move all my accounts to Fidelity and somehow the SEP account type was not retained. If I don’t open a solo 401k, I should reestablish the SEP if possible.
Thank you for your input.
Statistics: Posted by GardenGal — Sun May 26, 2024 11:27 pm — Replies 11 — Views 1513