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Lisa, did you incur any fees for transferring any funds or did you just liquidate any holdings and cash them out before closing? Our goal is to close by the end of this month once we have everything lined up. For any others chiming in, please understand that this is not a question about...

Hi all, My wife and I are looking to leave Ameriprise and move our stuff to Vanguard. I've read through the various "I'm leaving Ameriprise" threads but I still have some questions regarding account closing and transferring fees. It's my understanding that Ameriprise charges a $75 transfer...

Thank you for the feed back. My wife and I ran the numbers and we look to lose the surrender charge plus the cost of insurance we have already paid into (another 2k per policy). To minimize the loss, I'm wondering if I can reduce my benefit amount from 1 million to 200k, and then reduce the...

My wife and I each have our own VUL.

Howdy all, My wife and I recently came across this site after researching ways to leave Ameriprise. A little back ground about us: We are in our late 20s and started investing on our own once we got out of college in 2005. 3 years ago we joined Ameriprise and its been a mixed bag. The first...