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I'm thinking of transferring my ROTH IRA that I set up two years ago with LPL to CSFB. The fund consists of stock not mutual funds and two years ago the investment limit was $2000 per year. I don't know what it is now.

My concern is this, when I spoke to the LPL rep they said I have to pay them $35 maintenance fee again (I just paid it last month!) plus a $50 termination fee. This is nuts considering I was only allowed to invest $2000 in the first place. Is there any legislation on excessive fees yet?

Also, since I just want the stock transferred to a CSFB Roth, there shouldn't be any tax implications correct?
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