Welcome to DU! The truly grassroots left-of-center political community where regular people, not algorithms, drive the discussions and set the standards. Join the community: Create a free account Support DU (and get rid of ads!): Become a Star Member Latest Breaking News Editorials & Other Articles General Discussion The DU Lounge All Forums Issue Forums Culture Forums Alliance Forums Region Forums Support Forums Help & Search

lark

(24,224 posts)
6. I have to file a form every time I take out money to prove this is a retirement account.
Thu Mar 31, 2022, 07:44 AM
Mar 2022

It's a total pain in the ass, I have to call my old co. tell them I need this form to be sent to the fiduciary confirming I'm retired from there, then they complete it (sometime later) and send i to the agent and then he processes it and it's a pain in the butt waiting for our money and often requires multiple emails and calls. If not, I get charged fees - such bullshit. At 70-1/2 this was ending, now I have another 2 freaking years and at least twice a year hassles.




Latest Discussions»Culture Forums»Personal Finance and Investing»401(k) Savings Plans Get ...»Reply #6