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Author: barryt28078 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 294  
Subject: Edward Jones Advisory Solutions Date: 2/9/2010 9:59 PM
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I have a 401K from a former employer that I wish to roll over to an IRA.

The desire to rollover is due to a disproportional amount of my total net worth being in the stock of my former employer. Part of this 401K was funded with after tax contributions.

I have had many hours of discussions about this with the local Edward Jones representative. He has almost persuaded me to roll it into their "Advisory Solutions" product.

Does anyone out there have any money in "Advisory Solutions"? Does anyone know of any reasons that this would be a stupid thing to do?

I am going to meet with a CPA to see what the possibilities are with regard to doing a Roth conversion, either with just the after tax portion or by using the after tax contributions to pay the taxes for converting the rest of it.
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