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My wife (71 year old) has a Ira portfolio with 3 different Mutual Fund Companies. It is time to consolidate so she can draw the compulsory amount to be taxed. Do you offer this service? Do you offer incentives to open an account with your Co.? We have a TD Bank just opened in Point Pleasant Beach, NJ 08742.
Irene B., Point Pleasant Beach
October 28, 2015 01:50:40 PM
In reply to Irene B., Point Pleasant Beach
Welcome to TD Helps, Irene. We'd be glad to help point you in the right direction.
As you mentioned that you would like to consolidate an IRA portfolio, we recommend reaching out to our affiliates at TD Ameritrade. You are able to take a look at their web page here: http://bit.ly/1o5CpfJ. You are also able to speak with a Specialist by dialing 800-454-9272. They would be glad to answer any questions you may have.
We hope this helps, Irene and have a good day.
Megan K, Mount Laurel
October 28, 2015 01:52:11 PM