Jim,<<Ron, I read your bio, and know that you are from Indianapolis, I'm from Greenwood.>>Just proves again that it's a darned small world we live in, huh? :-) I graduated from Greenwood High School in 1984. Live just a mile north of GW now...<<Regarding the Simple you discussed. Schwab has a lot of information on the Simple, If you want,>><<I have been sending most of my clients to Schwab because of the service, and the very low costs.>>I was very interested in what Schwab had to offer, but was disappointed in their transaction prices. I'm looking to buy individual stocks and their trading fee of $29.95 is just too far out of the ballpark to swallow. The wife's current SEP is with Schwab and I have no complaints, although it only contains 2 mutual funds. We were recommended to them through our FP's at the Windsor Group.I may try to milk Schwab for some information, though... Thanks for replying!Da Draggon
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