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How are these "cash" rewards accounted; as to tax. Does one receive a or other relative IRS form? It looks like you're new here. If you want to get involved, click one of these buttons! Categories All Categories Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
October in Fund Discussions. I received email from Scottrade regarding a new promotion for their gathering assets. It is similar to a promotion that I believe expired a few months back with Fidelity Investments. Even if your existing or contemplated broker doesn't advertise a similar offer, it doesn't hurt to ask. I'm sure that the brokerage companies are very competitive and accommodating, given the stock commission price war they have just experienced.
Great, because there will be more exciting deposit offers to enjoy after the upcoming transition to TD Ameritrade. My primary account has always been with Fidelity. I've rolled over or transferred Ks and IRAs several times over the last 5 or 6 years and every time I've asked they've offered me cash that matches the scale Maurice mentioned.
IIRC there was one time they were advertising a promotion but the other cases I've just asked. Do any of the brokers who pay finders fees also cover the closeout fee of the old broker?
Or is it that they'll do one or the other finder fee or closeout costs but not both? But this summer I explored such a transfer with Schwab. Visiting their brick and mortar store, I was verbally told that I would receive a cash bonus, but not before I inquired about it.
I can't remember if there was an advertised deal, or if the account rep was just being accommodating. He also stated that Schwab would cover any charges incurred by me for transferring my accounts from Scottrade.
I also had to inquire about the latter, because the account rep did not mention this in our discussion. I did not get these offers in writing, because I haven't yet committed to making the change. The key is that if you don't ask, you probably won't get these deals. This is one of those instances, where doing it all on the internet without talking to a human being, probably won't yield you the best deal.
I just earned a thou from ML for transferring three retirement accounts from Fido, leaving one. The downside is unavailability of some funds, of course, but they did transfer ones they do not 'carry'.
The good news, if you can call it that, it that they're not ignoring a 50 year customer. As far as they know, you've only been with them 25 years - their records only go back to the 90s. This came up in a conversation I had with Fidelity today - the rep explained that she says "thank you for being a customer since at least x", because they can't tell if you've been with them longer than that.
Wait until Fidelity has another cash promotion and then do a partial transfer back from ML. October edited October Presumably the "cash" is actually deposited to your account. So if it was an IRA, no paperwork required I think. Somewhere I have Fido paperwork from account, which I kept to show a rep at a center once, not that long ago.
Yawn, another geezer passing through. Yeah, I've wondered how the thou will be logged. I am a little more tax-sensitive in semiretirement than I used to be, since I've been following the Optimal Retirement Planner guru's deep looks at withdrawal strategies and taxes. Man, does Welch keep up. He may not be Kitces or Thomas, but what a free service he provides; unbelievable. Here's a page of Fidelity promotions this year. Some notably cash have expired, but this page is presenting what were real offers: Yeah, I subsequently found some of that info, tnx, pretty much identical to the other way, into ML.
I shoulda done more but wanted to keep a big slug in Fido. I doubt I will even if possible. I understand his policies and procedures.
He treats me well. Sign In or Register to comment.