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Subject:  Pitfalls Rolling Indiv. Ret. Acct to Datek IRA Date:  11/3/1998  9:40 PM
Author:  edrohr Number:  6107 of 127753

Background: Rolled my AMEX pre-tax w/employer contrib. to Fidleity Inv. Mutual Fund Ind. Retirement Acct. in 1994. Graduated Motley Fool Workbook and Motley Fool Investment Casette tape 11/98. Now: I would like to "roll" this account to a Datek "Self Directed IRA" and participate in the "Dow Foolish Four". Q1: Any tricks to the "roll"? Q2: How to reinvest dividends without tax consequences before normal withdraw? Q3: How much time do I have after the "roll" from the mutual to a cash account to reinvest? Any and all help would be appreciated. Foolishly yours, Just Ed (not to be confused with the horse Mr. Ed.) RSVP
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