Hello fools,I work for my family's small business and we have a SEP plan with Morgan Stanley, and it seems I have no choice but to let the money go there and then transfer it to my existing Vanguard SEP (I moved all my SEP money last year from M.S. to an account in Vanguard, I don't know what they call that type of tranfer but that's what I did..)My question is; Can I bypass the guys at Morgan Stanley and have the company directly deposit the 2005 contribution directly to my existing Vanguard account? I'd prefer not to deal with my local Morgan Stanley rep. as he's already sour about me moving my money out last year, I don't trust him at all, but he's a family friend..Thanks Very much..Joe
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Ma