account aggregation

Account Aggregation

In order to determine your balance as of December 31 of the previous year, you aggregate accounts of the same type: IRAs, SEP-IRAs, and SIMPLE...
ira custodian

Problems With Custodians

I think that few financial advisors discuss this with their clients or even understand some of these issues. The custodian that holds your IRA...
ira custodian

Questions to Ask Your Custodian

Here are the questions you or your advisor should look to see are answered in the IRA adoption agreement. What are the annual fees and...
ira custodian

Selecting a Custodian

Self-directed IRAs are ubiquitous, offered by every securities firm and many banks. If you can self-direct the IRA, then what does it matter which...
ira custodian

Ask Your IRA Custodian These Questions

□ Will the custodian or plan administrator require that a designation of a beneficiary or beneficiaries be done on their own forms, or will...