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Re: IRA options - what would you do?

Sorry for some of the confusion in my earlier posting...the broker/fund fees would be annual (approx. total of 2%) of total value of proposed Wells Fargo mutual fund called Fund Source and were explained as the broker being active in managing my account, keeping me updated verbally and paper stateme...
by investmentchallenged
Mon Aug 05, 2013 3:02 am
 
Forum: Investing - Help with Personal Investments
Topic: IRA options - what would you do?
Replies: 12
Views: 836

IRA options - what would you do?

A couple of months ago I posted that I inherited an IRA Annuity from my recently deceased mother...I have spoken with several people since then (brokers/ advisers) and have been given such advice as to invest in a mutual fund by Wells Fargo (Fund Source/global opportunities) which carries a broker f...
by investmentchallenged
Sun Aug 04, 2013 3:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: IRA options - what would you do?
Replies: 12
Views: 836

What would you do with an inherited IRA annuity

I've recently an inherited a Beneficiary IRA annuity from my mother. My mom invested her 401K into a beneficiary IRA for me to inherit. She has recently passed away before turning 70.5 years old, I'm eligible for approx. 3% of value this year (?RMD?) and now her investment broker would like me to re...
by investmentchallenged
Sat Jun 29, 2013 9:04 am
 
Forum: Investing - Help with Personal Investments
Topic: What would you do with an inherited IRA annuity
Replies: 4
Views: 682

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