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summer2007 · 07-10-2009, 01:45 AM

Thanks everyone.

My Dad already talked to the IRS and has the tax end of things all figured out...he just needs to do the conversion.

Nords

I'm going to try what you suggested and post on the other forums and see what others say.

Last year my Dad wanted to convert and whoever he talked to at Vanguard told him WRONG that he could not do it. So it would really help if the people answering the questions were competent enough to know what they are talking about. So that cost my Dad some money because he trusted that this guy told him right.

Thankfully some of the great posters on this board made me tell my Dad to double check!

I would love to be able to give my Dad someone's number that works there that could guide him through this and knew what they were talking about.

I can understand if Vanguard dose not have a lot of help with figuring out what to invest in. But on conversions like this there has got to be people who want to transfer money into Vanguard and it probably just looses them money to not have competent people helping with those things.

Jim

07-10-2009, 01:45 AM	#14
summer2007 Recycles dryer sheets Join Date: Jul 2007 Posts: 346	Thanks everyone. My Dad already talked to the IRS and has the tax end of things all figured out...he just needs to do the conversion. Nords I'm going to try what you suggested and post on the other forums and see what others say. Last year my Dad wanted to convert and whoever he talked to at Vanguard told him WRONG that he could not do it. So it would really help if the people answering the questions were competent enough to know what they are talking about. So that cost my Dad some money because he trusted that this guy told him right. Thankfully some of the great posters on this board made me tell my Dad to double check! I would love to be able to give my Dad someone's number that works there that could guide him through this and knew what they were talking about. I can understand if Vanguard dose not have a lot of help with figuring out what to invest in. But on conversions like this there has got to be people who want to transfer money into Vanguard and it probably just looses them money to not have competent people helping with those things. Jim