CNYBoater
Active Member
- Aug 14, 2017
- 386
- Boat Info
- 1994 200 Overnighter, Single Axle Easy Load'r Galvanized Trailer, 2006 Toyota Tacoma Double Cab
- Engines
- Single 1994 Mercury Black Max V135 O/B
The world has gone crazy, environment in New York State is business toxic, and employer is shutting down. I'll be phased out in a few months, my mostly vested 401(k) will need a trustee to trustee transfer as I can't stay in a plan that will be closed. I work with BoA as my personal bank, and have relationships with NBT through my work contacts. I was considering Merrill Edge Rollover IRA, as it can be merged with my BoA portal. Any thoughts or experience with them? Someone else? I'm looking for a semi-managed plan, not self directed or full agent. I've currently invested in an "aggressive" portfolio in a Charles Swabb account managed by Alerus. Alerus' fees are significantly higher than that of Merrill's offering.