Broker Detective Blog

smokinsam68 asked:


I recently left my job..in April 2008. I am going to roll over my 401k into an IRA, but I noticed I have 500.00+ missing from my 401k. In otherwords, the total deducted from my paycheck does not equal what was put into my 401k as employee contributions. I notified my emplyeers who are dragging their feet to find the problem. How long do I have to wait for them to correct it, and who do I contact if they don’t?

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MorganCLS asked:


I have been chatting with a financial planner. He has talked to me about different option for IRA and life insurance. The IRA is through a company I think called Allianz and he said that anytime you put money in there plan you get a 4% bonus. I think the then is taking 1% of that has commission but I could be wrong. I have to keep my money in this IRA for 10 years but it is promised to never go down over those ten years from the highest $ amount.

He also discussed different types of insurane plans.. I have no idea. I am 34 single mother of 2 kids 3 &5. Any clue as to what type of plan would be good for me. My company doesnt offer a 401K. What % is reasonable for him to get on the life insurance?

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esquire415 asked:


I know you cant trade on margin in an IRA but Zecco’s program continued to make purchases with my open orders instead of rejecting them knowing that I do not have sufficient funds. This resulted to liquidating a stock I own to meet the call and charging me $20 for it.

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