UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: shipjoe Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75379  
Subject: SEP IRA Question Date: 4/4/2006 9:29 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
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
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Post of the Day:
Value Hounds

Mylan Transitioning from Generics
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
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.
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