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|Subject: Re: Where to 403(b)(7) ?||Date: 12/15/1998 2:14 PM|
|Author: TMFPixy||Number: 7315 of 75825|
Greetings, Mchapman and welcome. You asked:
<<I've run into a problem trying to open my wife's 403(b)(7) account with Vanguard. They are not willing to sign the "Hold Harmless" agreement required by the L. A. County Office of Education.
I wanted to open the account with Vanguard in order to invest in their index accounts. So, I would like to find another mutual fund company who will sign the agreement required by the school district. Maybe this is a long shot, and I will probably have to contact many companies, but does anyone have any advice?
Also, on a related note, this 403(b) plan is often put into a T.S.A. How do Fools view this investment vehicle?>>
Other than calling around to other funds/brokers who will sign that agreement, there's not much else you can do. As to a TSA, you'll find within Fooldom they are not held in the highest regard. Annuities just aren't the favored investment around here.
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