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FAQs
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I need help filling out this IRA form to withdraw money. How do I fill this out?
I am confused on the highlighted part. -
How do I transfer my IRA from Wells Fargo to another bank?
There are two ways to go about this. The first is the preferred method as there is no chance of you being taxed for early withdrawal.Electronic Transfer from Wells Fargo to your new provider. You can have your new provider initiate or you can have Wells Fargo do so. You will need to have the new account established before the transfer, but it can be established with no money and then funded with the transfer.Have Wells Fargo give you a check for the entire amount, often referred to as a rollover. You the have 60 days to complete the transfer to the new account. If you don’t complete the transfer the entire amount will be taxed and if you are under 59 1/2 you will also get hit with a penalty. Some institutions may ask for the name of the institution you are transfer too and and make the check out in your name “for INSTITUTION NAME.” You would endorse the check and give to the new IRA holder. This is to prevent people from speculating with their savings in hopes of beating the market and then getting the money back into the IRA. -
How do I find out if wells Fargo opened an account in my name?
In order to ensure that you are not a victim of the phony account scandal, the basic thing you can do is:Go through your monthly statements, look at the fees you have been charged, and any other charges for that matter. See if there are charges for a product or service you have not signet for.Login to your account, see what products and services are assigned to you. See if there is some product or services you should not have.Go to a Wells Fargo branch (other than the one you are constantly going), ask from the employee to give you a list of all products you have with the bank. See if their is something that you didn’t apply for.When doing this, look primarily at your deposit accounts as well as credit card accounts. See if you were paying any fees for this type of accounts. If yes, see if you have signed up for these accounts. Maybe, one of the reason that have resulted in the possibility for the phony accounts scandal is that we do not control what are we being charged for by the banks. -
Is it good to open an IRA account with Wells Fargo?
There are really two question here:1) Should I open an IRA?2) Should I open an IRA with Wells Fargo?When you make the decision to open an IRA, you’re choosing to prepare for retirement.Consider this: When you’re ready to retire, only 1/3 of your personal wealth will come from the work you do every day. 2/3 of it will come from investment decisions!Given this, I’d say that opening an IRA is not just a good idea, but an imperative one!An illustration of the power of compounding here (just as an example):Now, you can open an IRA with most large financial institutions. Wells Fargo is just one among many choices available to you.But opening an IRA is not enough. What are you going to invest in once you have your IRA open? As you can see from the above image, achieving a good ‘growth rate’ is critical to growing your IRA!First, there are different kinds of IRAs.The two most popular types are traditional and Roth. The main difference between them is when/how you pay tax on the money you put into them. Taxes can make all the difference when it comes to having enough money saved for retirement.So take some time to figure out which IRA works best for you.This article breaks them down nicely:Differences between Traditional IRA & Roth IRASecond, when you choose a service for opening your IRA, it’s important that they can make the most of your savings.You don’t want it to get killed by fees, or plopped into some run of the mill, pie chart of the market portfolio.You want more investment options, transparency on what is your IRA being invested in and more control.I’m just going to leave this with:Active Management and IRAs go hand in hand because of the tax advantages in the IRA account!References:[1] Is a Roth IRA better than a traditional IRA?[2] Can you have a traditional IRA and Roth IRA at the same time?[3] Invest in Roth, Traditional, SEP IRA | qplumDisclaimer: All investments carry risk. This is not a solicitation to buy/sell securities. This is not an offer of personal financial advice or legal advice. Past performance is not indicative of future performance. -
How do I allocate my money as Passive investor with wells fargo IRA?
One option would be to track the allocation of a target retirement fund. Let's just say you're looking to retire 34 years from now, which would put you at age 69. You can take a look at the asset allocation of Vanguard's target retirement 2050 fund. Vanguard publishes the asset allocation of this fund here: Vanguard Target Retirement 2050 Fund So it looks like Vanguard's fund is at about 90/10 for stocks/bonds. -
I recently opened a Fidelity Roth IRA and it says my account is closed and I need to submit a W-9 form. Can anyone explain how this form relates to an IRA and why I need to fill it out?
Financial institutions are required to obtain tax ID numbers when opening an account, and the fact that it's an IRA doesn't exempt them from that requirement. They shouldn't have opened it without the W-9 in the first place, but apparently they did. So now they had to close it until they get the required documentation. -
How do you order checks form Wells Fargo?
Simply log into your Wells Fargo online account and hover over “Accounts,” then “Checks & Deposit Tickets.” Or call 1–800-TO-WELLS to speak to a personal banker. -
How long does it take to find out your pre-approval home loan from Wells Fargo?
Wells Fargo issues three types of approval letters. These vary by the level of analysis they perform on the file prior to issuing the letter and therefor the level of certainty the letter provides to the borrower and to potential sellers that the loan financing will come through.The types of letters are -Pre-qualificationGives you an option of your home price range and estimated closing costs based on non-verified information you provided. Doesn’t require a full mortgage applicationCan often be issued same-day through a Loan Officer or an Online ApplicationPre-approvalGives you an estimate of your home price range based on an initial review of your application and limited credit information only. It requires a mortgage application. Doesn’t require you to provide actual documentsTypically issued within two or three daysCredit approvalGives you an estimated loan amount based on an initial underwriter review of your credit and the information you provided. This letter is their highest standard of credit approval. Requires copies of financial documents (e.g. paystubs, tax returns, bank statements, etc.)This is the type of letter you want to obtain prior to making offers on homes as it will make your offer more solid and competitiveTypically issued within five days
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