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Posts Tagged ‘rollovers’

Which govt unit has oversight auth over 401k rollovers to an IRA, as far as the way it was handled?

27 May

This is being re-opened for for further comment by one of the responders.

After the request for a rollover was submitted to the administrator, it took 3 additional requests in a span of three months before the checks were received. It was claimed by the administrator that checks were issued but I never received them. On the third request, I requested an overnight delivery and successfully received the checks the next day.

I would like to lodge a complaint with the proper oversight authority.
thanks very much

 
1 Comment

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Can a Roth IRA be opened fm rollovers of a IRA and 401k? Can I then invest the money in real estate?

26 May
 
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Posted in Uncategorized