Retirement
Is It Just Me? Or Vanguard? Or Scottrade? Or All?
I really don't know if it's only me or somebody else who ever transfered their IRA assets from Scottrade to Vanguard had the same terrible experience.
After my last conversation with Vanguard more than two weeks ago, I thought all the troubles I had with Vanguard were behind me and the last chapter of the nearly [...]
Popularity: 9% [?]
Vanguard, I AM Disappointed
If it's not for your mutual fund products, I probably don't want any business with you!
Well, that was my feeling after a 30+ minutes phone conversation with Vanguard last night. I thought I already had enough trouble with Vanguard for our Roth IRA assets transfer, but it isn't over.
When I got home last night, there [...]
Popularity: 7% [?]
Six Ways to Boost Your Savings by Making the Most of New Tax Law
I ususally don't read very carefully the newsletter Fidelity sends to me as I see it as an advertisement. But an article in today's E-News got my attention. It's about how to take advantage of the new tax law passed in August to boost savings. Below is the summary of the article, click here for [...]
Popularity: 10% [?]
Sent Checks to Scottrade
Due to the apparent delay of our Roth IRA transfer process at Vanguard, I decided to mail the checks ($1000 each) to Scottrade for our forth quarter Roth IRA contributions. When I started the transfer process at the end of last month, I thought it could be done before the next quarterly automatic investment date [...]
Popularity: 10% [?]
Update on IRA Transfer to Vanguard
Just got off the phone with Vanguard and Scottrade regarding transferring part of my Roth IRA asset from Scottrade to Vanguard and the news wasn't pretty.
I submitted the paper work on September 29th and had expected to whole process to finish in October. According to Vanguard, the transfer can take up to four weeks, so [...]
Popularity: 9% [?]
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