Carlsbad financial services firm hits $1b mark: TASC serves as a custodian for self-directed IRAs.: An article from: San Diego Business Journal
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This digital document is an article from San Diego Business Journal, published by CBJ, L.P. on April 25, 2005. The length of the article is 827 words. The page length shown above is based on a typical 300-word page. The article is delivered in HTML format and is available in your Amazon.com Digital Locker immediately after purchase. You can view it with any web browser.
Citation Details
Title: Carlsbad financial services firm hits $1b mark: TASC serves as a custodian for self-directed IRAs.(Finance)(Trust Administration Services Corp.)
Author: Mike Allen
Publication: San Diego Business Journal (Magazine/Journal)
Date: April 25, 2005
Publisher: CBJ, L.P.
Volume: 26 Issue: 17 Page: 3(2)
Distributed by Thomson Gale
I can’t seem to find any bank or investment firm that will open an IRA rollover account with after-tax funds?
Any suggestions?
I left the company I was with & requested the funds (some pre-tax, some after-tax) in my 401k be directly transferred to an IRA account with an investment firm. The 401k company directly transferred most of it, but the after-tax funds were sent to me. Although I was told they could be “rolled over” into an IRA account also, the investment firm said most companies aren’t set up to open IRA accounts where just the earnings are deferred & would be taxable, not the principal.. They said it’s too complicated when it’s time to withdraw?? This makes no sense to me….
What is a good investment firm to start an IRA with?
I want to start an IRA this year but Im unsure what investment firm to go with. I have used Fidelity in the past but had to remove the money. Any suggestions?