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| peanut[at]english.umass.edu (lpete) posted: - quote - > I'm a new investor and I'm about to set up a
You are free to choose any broker, bank, S&L, etc., to act> Roth IRA. My question is, does it matter where > I do it? There is a financial advisor at my bank > (credit union, actually), who can do it, but I > also have a retirement acct. set up through > TIAA CREF, so should I go with them? Does it > matter who I go with to set up my Roth IRA? as trustee for your Roth IRA. (And, if for any reason you find their service unsatisfactory, you can transfer the IRA (Roth or Traditional) to a different trustee in the future. You would be better advised to go to the *new* trustee you've chosen, and ask them to engineer a direct trustee-to-trustee transfer.) Bill << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
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| I'm a new investor and I'm about to set up a Roth IRA. My question is, does it matter where I do it? There is a financial advisor at my bank (credit union, actually), who can do it, but I also have a retirement acct. set up through TIAA CREF, so should I go with them? Does it matter who I go with to set up my Roth IRA? Many thanks! << -------------------------------------------------> << The Charter and the Guidelines for submitting > << messages to this newsgroup are at www.asktax.org > << -------------------------------------------------> |
| Tags |
| ira, question, roth, simple |
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