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Non-Tech : Datek Brokerage $9.95 a trade -- Ignore unavailable to you. Want to Upgrade?

To: molemania who wrote (10618)	12/16/1998 10:35:00 AM
From: scuttlebut	Read Replies (1) \| Respond to of 16892

Can anyone tell me if the streamer is down this morning or wondering if it is my system. Thanks VR SB

To: molemania who wrote (10618)	12/16/1998 2:03:00 PM
From: Quaddad	Read Replies (3) \| Respond to of 16892

You were right about that transfer form. Datek finally contacted me and said they couldn't make the transfer until they received this form. Nice of them to tell people this. Even when I specifically asked what forms I needed when I originally opened the account, they failed to mention this Datek transfer form. If it wasn't for Island, it really wouldn't have been worth the fight. I have asked around about what point they consider you converted and what balance they use. Got both answers. When they receive the paperwork and when the money actually enters the new ROTH account. To compound that, the state I live in does not recognize the ROTH. So when I retire I will have to pay state cap gains on my withdrawals. I love the tax code. : )