Search found 5 matches

by OnTrack2020
Fri Mar 24, 2017 9:05 pm
Forum: Personal Consumer Issues
Topic: Car Dealer Forgot to Charge Sales Tax - Ouch
Replies: 37
Views: 2647

Re: Car Dealer Forgot to Charge Sales Tax - Ouch

I just bought a new car a few months ago. I wrote a check for our agreed on price. I had 30 days to license it. I went to our local revenue office and paid the sales tax. I could not get a license until I paid the sales tax. Yes, this. I'm thinking one way or another the OP will have to pay the sal...
by OnTrack2020
Wed Mar 22, 2017 6:05 pm
Forum: Investing - Help with Personal Investments
Topic: Retirement Account with LPL - Issues
Replies: 6
Views: 391

Re: Retirement Account with LPL - Issues

Have you done some "googling" of LPL....
by OnTrack2020
Wed Mar 22, 2017 10:22 am
Forum: Investing - Help with Personal Investments
Topic: Pension
Replies: 11
Views: 923

Re: Pension

My husband went through this several years ago when they froze the pension plan (I'm thinking it was in 2008/2009). He could not do anything with it as he is still employed by the company. The money in it over the years continued to accrue interest. What the company did was to "make up" fo...
by OnTrack2020
Mon Mar 20, 2017 8:41 pm
Forum: Personal Finance (Not Investing)
Topic: Can Vanguard roll a pention plan to Roth IRA directly?
Replies: 13
Views: 672

Re: Can Vanguard roll a pention plan to Roth IRA directly?

Just talked to a rep from Vanguard. I was told that I need to roll over my pention plan to a Tradtional IRA first then convert the TIRA to Roth IRA. Just want to see if anyone did the conversion with Vanguard and confirm if the rep gave me the correct info. Thanks. My husband had a pension plan whi...
by OnTrack2020
Mon Mar 20, 2017 11:01 am
Forum: Investing - Help with Personal Investments
Topic: Looking to Switch from FSA to HSA, Questions
Replies: 1
Views: 91

Looking to Switch from FSA to HSA, Questions

Hi, first-time poster.....somewhat of a long-time lurker. My husband is 58, I'm 53. We have 4 children---around junior high age to freshman in college. We have had an FSA for several years. Our youngest child has had multiple surgeries over the years, and this year will be the final year for surgery...

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