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Personal Finance and Investing

csziggy

(34,136 posts)

4. We've discussion in detail what will happen with our accounts

Reply to Yonnie3 (Reply #2)

Thu May 18, 2017, 09:42 PM

May 2017

But I am wondering what will change for newer accounts that are not grandfathered in like our older ones will be.

My husband was giving advice to his sister about setting up a Roth IRA and I am concerned that if they have changed much he may be giving her poor recommendations.

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7 replies

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How are IRAs being changed? [View all] csziggy May 2017 OP

Found this, but I have no experience: elleng May 2017 #1

Yeah, it makes no sense to me csziggy May 2017 #3

Why don't you ask the financial advisor? Yonnie3 May 2017 #2

We've discussion in detail what will happen with our accounts csziggy May 2017 #4

The only thing that I have found that includes grandfathering .. Yonnie3 May 2017 #5

OK, so maybe we should elect to not be grandfathered in csziggy May 2017 #6

Thinking about this and it troubles me Yonnie3 May 2017 #7