MassMutual Intermountain West
Knowledge is the key to a successful financial future. Jordan's background, experience, and commitment to providing clients with the resources they need to make financial decisions can help make their financial future as successful as they need it to be. He prides himself in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, Jordan offers guidance to his clients to help them reach their financial goals. His focuses include: Investment Strategies, Business Succession Planning, Retirement Income Planning, Insurance Strategies, College Funding Strategies, Special Care, Estate Planning, Group Benefits, Risk Management Strategies, LGBTQ, Charitable Giving.
Associate of Science, Dixie State College
B.S. in Business & Marketing, University of Phoenix
Assets Under Management:
Jordan Jones is a Registered representative and Investment Advisor Representative of MML Investors Services, LLC. Licenses currently held include FINRA Series 6, 63, and 65 securities licenses and state Life and Health licenses. Jordan Jones, RFC can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where he is not licensed to conduct insurance and/or securities business.
Securities licenses in the following jurisdictions: UT, NV, AZ, NM
Insurance licenses in the following jurisdictions: AZ, NM, NV, PA, UT
Domicile State: UT
We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business
Jordan Jones Financial Advisor
This is a great question for a tax professional. Here is alink i think can answer your question: https://www.investopedia.com/investing/rolling-over-company-stock/
Absolutely. You can open an account directly at fidelity and invest in thier index funds for around a $2500 minimum. Reach out to me directly and I can walk you through it. Piece of cake.
If you don't have any employees you should look at the single 401k plan rather than a SEP. Thee are less earnings tests and "rules" on the single 401k plan. Making it easier on you. Reach out to me directly and I can go over it with you on the phone.
The answer is... it depends. Do you have enough saved for retirement? Are you over 59-1/2? What's the loan rate on the vacation vs borrowing from your 401k? Lot's of things to consider here. Reach out to me and I might be able to guide you.
It's tough th correctly answer without knowinng more information (your age, income). Check with your tax advisor to see if you will pay long-term capital gains on the sale of the stock. If you will, i would strongly consider converting. Your tax advisor will know what to do here.