UnThreaded | Threaded | Whole Thread (8) | Ignore Thread Prev | Next
Author: urobot Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75652  
Subject: Consolidation Date: 4/8/2010 10:38 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (8) | Ignore Thread Prev | Next

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Managing Your Wealth
Our own TMFHockeypop from Rule Your Retirement fame on the TV show Managing Your Wealth.
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.
Post of the Day:
Apple

Apple and Ninety Years Ago
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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 "#1 Media Company to Work For" (BusinessInsider 2011)! 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