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Thank you Bill I appreciate your response. I applied for a Rollover IRA account with Datek tonight. I have sent an email to Datek asking them this question but that could take days to answer. Maybe you could help again.

After I roll my account over to Datek, will this be the type of account that I can contribute to come tax time? My wife and I plan on each contributing $2k to a Roth IRA, would we also be able to contribute to this newly opened Rollover IRA?

I also asked Datek this question. Can we open a Roth IRA jointly like our regular brokerage account and just send them the $4k or would this have to be two accounts.

I would think one is possible (only makes sense) but the online Roth IRA application at Datek does not seem to have an option for joint account?

Thanks again!
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