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Re: Ameriprise + steps to transfer to Vanguard

OK, so finally got more info on the fees for the various funds I'm using. I've also read about half of the guide to investing book and feel like I'm getting a better understanding of what to look for. The one thing I haven't quite figured out what I need to do is selections that will be the most tax...
by Dendag
Sat Aug 10, 2013 6:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ameriprise + steps to transfer to Vanguard
Replies: 14
Views: 1129

Re: Ameriprise + steps to transfer to Vanguard

This is my favorite part about helping someone who is looking to switch from Ameriprise. http://www.ameriprise.com/content/files/AMP_402004.pdf Fill out this form and at least get a pro-rated version back! My former advisor tried to charge me for the whole year. He said he already did all this work...
by Dendag
Fri Jun 28, 2013 4:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ameriprise + steps to transfer to Vanguard
Replies: 14
Views: 1129

Re: Ameriprise + steps to transfer to Vanguard

Earlier post didn't go through - here is some more info that a few of you asked for: Ticker quotes for annuity: -- It says I'm 100% invested in something called "VP - MODERATELY AGGRESSIVE PORT CL2". It lists a ton of funds (50+) underneath it, but not sure if I'm in any of them or none of...
by Dendag
Fri Jun 28, 2013 1:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ameriprise + steps to transfer to Vanguard
Replies: 14
Views: 1129

Re: Ameriprise + steps to transfer to Vanguard

Thanks guys. I am feeling overwhelmed and a bit panicked, but I'll hold on for now and read the getting started wiki, and start on Boglehead's Guide to Investing. I've got a few vacation days coming up, will be good to dig into this. Meanwhile, my advisor wants to have a call to answer other questio...
by Dendag
Fri Jun 28, 2013 12:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ameriprise + steps to transfer to Vanguard
Replies: 14
Views: 1129

Re: Ameriprise + steps to transfer to Vanguard

I'm trying to get more info about my annuity but it's been very difficult to find the info on the Ameriprise site. It's actually hard to see what the term is. I'm going to dig deeper, if I can't find the info, I'm going to ask my advisor who I'm sure knows something is up at this point. RE: mortgage...
by Dendag
Fri Jun 28, 2013 12:17 am
 
Forum: Investing - Help with Personal Investments
Topic: Ameriprise + steps to transfer to Vanguard
Replies: 14
Views: 1129

Ameriprise + steps to transfer to Vanguard

First, great forum. I've done alot of reading, and it's helped. After my friend at work talked about how fees are the real problem for middle class investors, I began to talk about the financial advisor I use, and why he doesn't use one. I've since rudely been awakened to the fees I'm paying my advi...
by Dendag
Thu Jun 27, 2013 10:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ameriprise + steps to transfer to Vanguard
Replies: 14
Views: 1129

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