Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Mutual of America to Scottrade or Vanguard
Old 11-18-2009, 01:56 PM   #1
Confused about dryer sheets
Join Date: Oct 2009
Location: tucson
Posts: 1
Mutual of America to Scottrade or Vanguard

Does anyone have direct experience with Mutual of America and an IRA account? I have been reading ER for several months and this is my first post, so if I have not followed some rules of etiquitte, please let me know.

I had 403 & tda accounts with Mutual of America through a former employer and rolled it over to an IRA at MoA at 59 1/2 as a temporary move. I am no longer with the employer and am free to roll it into a different brokerage company. Am considering IRA rollover to Scottrade or Vanguard, where there are many more investment choices and easy to understand fee structures.

I am 60, ER, usually go with index funds, and do do not need to make withdrawls from this account for several years. MoA is easy to work with, but my experience has been:
a) choices are limited
b) it is difficult to see how much a particular investment has gained or lost as the reports are composite
c) It is difficult to tease out actual fees for services

I saw a reference or two to dissatisfaction with M oA because of a stated .09 annual fee and another unspecified issue.

Does anyone have direct experience, negative or positive, with Mutual of America and an IRA account? Thank you!
Ricardof is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!


mutual of america, scottrade

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
How to Cancel Vanguard Mutual Fund Buy Order CupCake FIRE and Money 10 01-08-2009 08:43 PM
Brokered CD's with Ameritrade and Scottrade summer2007 FIRE and Money 3 10-11-2008 01:51 AM
Bye Bye Mutual of America! Culture FIRE and Money 1 01-12-2008 11:00 AM
Vampires at Scottrade :) HobbyDave FIRE and Money 6 11-15-2007 11:37 AM
Scottrade shafts customers: Jan. 3, 2005 soupcxan FIRE and Money 2 12-11-2004 12:58 PM


All times are GMT -6. The time now is 10:46 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2018, vBulletin Solutions, Inc.