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Who do you manage your IRA through?

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Whamtastic
LIF Adult

Member since 1/07

997 total posts

Name:
Big Fat Baby with a Blackberry

Who do you manage your IRA through?

DH and I desperately need to set up an IRA account. We want to do it in person, not online, so that we can have someone to talk to about our options and if we have any questions. I know our bank offers IRAs, but is that our best option?

TIA

Posted 10/29/07 6:35 PM
 
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dgirl
LIF Adult

Member since 5/07

1079 total posts

Name:
Danielle

Re: Who do you manage your IRA through?

We use Fidelity and we love our rep. He is in South Jersey though. He put together a whole plan for us which included IRA's, mutual funds, we talked about our goals and he laid out a plan for us to follow.

We just feel very releived since we did this, because all we have to do is make the money and follow the plan. Before I was so stressed about saving, where to save to, etc.

Posted 10/29/07 6:42 PM
 

funtime
LIF Infant

Member since 10/06

373 total posts

Name:

Re: Who do you manage your IRA through?

We use Fidelity for Roth IRA, and my friend who is a senior VP at Solomon Smith Barney for my rollover IRA...we're up 40% this year with him..not bad

Posted 10/29/07 7:16 PM
 

Whamtastic
LIF Adult

Member since 1/07

997 total posts

Name:
Big Fat Baby with a Blackberry

Re: Who do you manage your IRA through?

Thanks!

Posted 10/29/07 7:34 PM
 

JP826
=)

Member since 9/06

10903 total posts

Name:
Me!! All about ME!

Re: Who do you manage your IRA through?

Fidelity - Used to be Vangard until I switched companies.

Posted 10/29/07 7:36 PM
 

sunflowerjesss
Mommy to 3!

Member since 10/05

20369 total posts

Name:
Jesss, duh.

Re: Who do you manage your IRA through?

We use Fidelity for our Roth IRA. That was before we had our financial advisor who is a VP over at Morgan Stanley. He handles all of our other accounts.

Posted 10/29/07 8:03 PM
 

SPECIALNEEDSMOMMY
A Healing for Gregory

Member since 1/07

1217 total posts

Name:
Barbara

Re: Who do you manage your IRA through?

H and R Block.

Posted 10/29/07 9:32 PM
 

dandr10199
Grace is growing up too fast!

Member since 10/05

11561 total posts

Name:
Dina

Re: Who do you manage your IRA through?

Vanguard

Posted 10/29/07 10:27 PM
 
 

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