No. of Recommendations: 0
Bill: aka W401K....

You are a gentleman and a scholar; thank you. This is exactly what I needed to know. Just ONE more question; can we get Siebert to give us back our 40lK Trust Acct, i.e., instead of what they did in creating a "Keogh"? I'm ready to transfer all 4 accounts ("Keogh", 2 IRA's and l brokerage) to Ameritrade - especially now that they have folded Datek into their company. Ameritrade DOES have a prototype through Delaware Charter Trust ($60 bucks a yr) but Siebert only has "Keogh's" for MP/PS Trust Plans. Weird....

So, we don't get the 20% back until next year...at least we MAY get it back!!! Yes, the check was made out to me; they said a check made to the IRA custodian would take too long to clear. I'm beginning to want to "clear" our monies away from WFN/Siebert!!

Mange tak, from a couple of grateful American-Danes..

Cress
Print the post  

Announcements

The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement