Don’t miss your last chance! Rollover your IRA (or an old 401k/403b/457) to Scottrade by April 16th and receive $100.1 In addition, Scottrade will reimburse you for any transfer fees up to $100 that your current custodian charges you for transferring your account.2 Below are additional details to see if you qualify for this bonus.
1 – Cash bonus applies only to IRA rollovers of $15,000 or more with accounts opened prior to April 16, 2012. Minimum funding requirement must be met within 30 days of rollover and must remain in account for no less than nine months, or Scottrade may charge the cash bonus amount back to your account. Cash bonus applies only to new IRA accounts and cannot be transferred to an existing Scottrade account.
2 – Account transfer fees up to $100 reimbursed for transferred accounts with value of $10,000 or more.
Scottrade is the recommended custodian for Chladek Wealth Management clients due to the fact that they don’t charge setup fees, annual fees, or maintenance fees, and they offer $7 commission trades for ETFs, which is the lowest in the industry.
Do you have an investment strategy that seeks to protect your portfolio against volatile economic conditions? Call me to schedule a free review of your current investment portfolio – 913.402.6099.
John P. Chladek, MBA, CFP® is the President of Chladek Wealth Management, LLC, a fee-only financial planning and investment management firm specializing in helping families and couples who are not yet retired realize their financial goals. For more information, visit https://www.chladekwealth.com.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of John P. Chladek, MBA, CFP®, President, Chladek Wealth Management, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment Advisory services are offered by Chladek Wealth Management, LLC, a registered investment advisory firm in the State of Kansas. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Kansas or where otherwise legally permitted.