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How Can I "rescue" My Inherited Ira From A Greedy Brokerage House?

admin — Fri, 30 Oct 2009 15:54:29 +0000

I have just discovered that I am being charged very high fees on my inherited IRA (all in mutual funds – C share-types for the most part). I’m looking to get out of my current brokerage house (because they offer only C-share or A-share mutual funds, no no-load funds…. rip off! I’m paying maximum 12b-1 fees on practically all the funds, my investment advisor is making his 1% on my holdings no matter what the market does!). I don’t want to cash out the mutual funds, I just want to trade them for no-load, low expense ratio funds via another broker (probably Schwab or Fidelity).
I’ve been told that Schwab cannot handle most C-share-type funds (they don’t approve of them as a financial vehicle), and Fidelity may not be able to accept some of my funds in a transfer either.
What is the best strategy to rescue this inherited IRA from the clutches of my current brokerage house?

What Exchange Traded Funds Will Benefit From The Beijing Olympics?

admin — Fri, 30 Oct 2009 14:02:30 +0000

China or better yet CWI or VEU (which I own)

Would Allowing A One Time Limited Amount Withdrawal From 401k Plans Without Penalties Be Helpful To Economy?

admin — Mon, 19 Oct 2009 16:52:37 +0000

In the present economy, what would be the impact of allowing folk a one time withdrawal from their 401k plans without the penalties to pay down debt, catch up behind payments, do home repair or to make targeted purchases to help stimultate the economy. I’m thinking a maximun of 20% of their present balance. And write into law that this can only be done during national emergencies and only in 10 year time spans.

I Need Some Advice From A Mutual Fund/stock Retirement Planner.?

admin — Fri, 16 Oct 2009 01:22:51 +0000

I’m about to change jobs and roll my 401k into an IRA (the job I’m going too won’t allow me to roll the balance over untill I’m full time so I have to go IRA route.)and right now I’m vested in a mutual fund (Russel Lifepoints Aggressive Strategy) the ticker is RELEX, right now I’m 27 years old and I have about $7500 in there right now. Ok my few questions are 1. How do I find out exactly what stocks RELEX is investing in not just the index’s or sectors. Should I stay with RELEX or is there a better fund, or since I’m young find an IRA that will lets me pick the stocks I want since I’m kinda studying on the subject and maybe I’ll pick a winner. and 3. If thiers any other advice you could give me that would be helpful maybe some good picks on mutual funds or stocks that will be doing well in the next 10 to 20 years when I will need to rebalance my portfolio to safer ground. And last If I’m sticking about $4,000 a year in an IRA with RELEX whats your estimate I’ll have to retire with?

Protect Your Ira & 401k From The Irs!!!! * Workshop*

admin — Tue, 13 Oct 2009 15:51:39 +0000

IRA Distribution Strategies Workshop

How Can I Get My Money From My College Bond Fund?

admin — Sat, 03 Oct 2009 15:51:44 +0000

when my grandpa died, he left all us grandchildren $10,000 in a college bound fund account or atleast thats the name of the company Alliance Bernstein. Anyways how do I go about getting my money now that I am 18? and can it only be used towards college even though i am 18 years old and it is my money???

Investment Strategies: Staying Away From Treasuries, Select Munis Are Attractive

admin — Thu, 01 Oct 2009 19:31:57 +0000

Analysis and Discussion with Jim Sarni of Payden & Rygel Investment Management: Likes Munis of Pennsylvania, Georgia, and California; Likes Investment Grade and Below Grade Corporate Bonds

Dexter Got Cash From The Buyers Equity Fund

admin — Thu, 01 Oct 2009 00:38:03 +0000

listen to what people are saying about the Buyers Equity Fund, the new alternative to down payment assistance…to find out more come visit us at www.buyersequityfund.com.

Guide Me How To Get Started With An Easy Internet Business From India?

admin — Wed, 30 Sep 2009 22:59:20 +0000

I have gone through many pop ads in internet and webs. In fact I tried some in vain. Most of them are investment oriented for which there is no guarentee. I am expecting something which offers me without or marginal investment. Please guide me with your expertise.

Tell Me Where From I Get Best Investment Assistant To Guide Me How Much I Have Invest In Proporation Of Salary?

admin — Mon, 28 Sep 2009 18:56:17 +0000

pls clikon-http://au.blog.360.yahoo.com/blog-JCByl.…
read lowest 2 blogs & keep in touch on-uditdaharwal@gmail.com