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Personal Finance and Investing

csziggy

(34,189 posts)

6. OK, so maybe we should elect to not be grandfathered in

Reply to Yonnie3 (Reply #5)

Thu May 18, 2017, 10:02 PM

May 2017

Because that would increase the responsibilities of our financial advisor to us and decrease the limitations on what we could do with our accounts, if I understand what the article says. I'll talk it over with my husband.

Thank you!

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How are IRAs being changed? [View all] csziggy May 2017 OP

Found this, but I have no experience: elleng May 2017 #1

Yeah, it makes no sense to me csziggy May 2017 #3

Why don't you ask the financial advisor? Yonnie3 May 2017 #2

We've discussion in detail what will happen with our accounts csziggy May 2017 #4

The only thing that I have found that includes grandfathering .. Yonnie3 May 2017 #5

OK, so maybe we should elect to not be grandfathered in csziggy May 2017 #6

Thinking about this and it troubles me Yonnie3 May 2017 #7