#brokerage

Brokerage put my account in the red for nothing

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Brokerage put my account in the red for nothing I recently had a transfer on death account transferred to me from a relative who passed earlier this year. I was not very happy with how the brokerage that held the account handled the transfer and wanted to get my money out so I went to transfer the account to TD Ameritrade. When I did this I found out that the mutual funds held in the account …

Reddit Personal Finance 133 2023-08-05

Taxable brokerage account questions

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Taxable brokerage account questions I am currently maxing out my 401k and IRA. The problem is that I am in my late 30s and just started this (was a contract worker for years and years) so I really need to catch up for retirement. My work doesn’t offer an HSA so I think my next goal should be to open a taxable brokerage account. The issue here is I know almost nothing about investi…

Reddit Personal Finance 152 2023-07-08