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Re: bluebird50 post# 110501

Sunday, 03/24/2024 1:09:19 PM

Sunday, March 24, 2024 1:09:19 PM

Post# of 110987
"I think moving them to a retirement account also gives us extra protection from them selling them..."

I don't think so...

One of my accounts was a standard IRA, the other was a ROTH IRA. Each had securities 'removed' without my knowledge. Fortunately I spotted it.

On a side note, when my father past, the Broker 'mistakenly' did not turn over some securities that I was to be Beneficiary of. "It was an oversight".