Re: Transferring Assets
Of course this got all screwed up - Hubster's Roth IRA (post tax monies) got put into his Rollover IRA (pre-taxed monies)....hooohummmm....mine and the boys accounts didn't get opened although I called in mid-December to set it up to receive the $$'s. Grrrrr....
Now we have to write a letter to have his Roth monies rebooked as Roth and resend mine and the boys papers.
Several emails and still they have my name spelled wrong...
So -- Two days - four hours of phone calls later trying to discover what happened....
DEEP SIGH
...and the beat goes on!
Working on it. Why is this stuff never easy? I've just come to expect poor customer service. Not that the people aren't polite and nice, but does no one watch what they are doing in the workplace anymore???? You'd think they could see they were working on a Roth Transfer form????
How about you guys?
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