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Author: urobot Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 81605  
Subject: Consolidation Date: 4/8/2010 10:38 AM
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Morning all. Need some advice, and my brokerage guy has become less than available.

I have a day job (about 83% of total income)and an independent contractor job (17%). Total income high 6 digits. Married. I have the following accounts:

Employer 403b, company #1, actively funding
(2 other 403bs from past jobs, inactive)
Traditional IRA, company #2, actively funding
Roth IRA (company #2, from years ago, used prior to current income level, inactive)
SepIRA, company #3, actively funding (for the independent contractor gig)
Life insurance (variable), company #3

I am beginning to hate company #3, the 'active' brokerage. Company #2 is so easy to use, it is one of the online do-it-yourself deals, I love it. I am very afraid of becoming my own exclusive manager (not that my current broker has done me a lick of good), but I am very busy, over 100hr/wk, and have little time to manage this stuff.

I have played with a nominal sum using the Stock Advisor service, up 7%, or 7x what my current broker has done. Go fool! Still, I am afraid of going totally alone.

How best to consolidate?

Thanks, DS
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