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About Docs99
Expertise
any related to the field. plus investments on mutual funds and variable products.

Experience
almost 20 years in financial services

Education/Credentials
MPA from Harvard University

 
   

You are here:  Experts > People/Relationships > Retirement Planning > Mutual Funds > Retirement

Mutual Funds - Retirement


Expert: Docs99 - 9/27/2009

Question
Hi there,
My question... I'm 52 years old and have $150,000 in a annuity, $200,000 in stocks, $10,000 in a 401K and only $40,000 in a Roth IRA. I need help with my Roth. What are some of the best investments for my 401K. I need some specifics.

Thanks so much,
Vicki

Answer
Thank you for your query.  Unfortunately, due to licensing requirements, am not able to furnish you with investment advice.  You may want to meet with your tax preparer/tax advisor and/or accountant to discuss this issues. You may also want to add your registered representative or investment advisor to such meeting. Good luck!!!

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