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Author: ayduda Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 122563  
Subject: What is a Keogh Plan Trustee? Date: 8/12/2001 4:18 PM
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I want to transfer my Keogh to Vanguard Brokerage Service, but they say that they will not be “trustee” on my account. My questions are: What does that imply? Will I be responsible for filing more forms than I do now? I already do a 5500EZ every year. I read Slesnick's Nolo Press book and she seems to imply it is not a big deal but is vague about it.

Some facts on my situation. I am a self-employed consultant with no employees. I have had my account open for about 15 years and have more than $100K in the account. I am, of course, the administrator of my account already. When I close my business, I will roll over the Keogh into an IRA.

Thanks for any help.

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