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Updated over 6 years ago,

User Stats

8
Posts
1
Votes
Robert Pickles
  • Chesapeake, VA
1
Votes |
8
Posts

Feedback on MidAtlantic IRA

Robert Pickles
  • Chesapeake, VA
Posted

Hey folks,

Several weeks ago, I posted some questions about what I suspected was an un-informed group offering IRA advice. As I suspected the advice was bad, as indicated by the answers I got here, my accountant, and other due-diligence. I "think" I've found the company I want to go with, but in the interest of doing better due-diligence than I did the first time around I'm looking for more feedback.

Has anyone used MidAtlantic IRA based in Frederick Maryland? All of my correspondence to date has been very positive. Scott their rep, travels down to our local investor group every month, and several members use them. Very interested in comments on the fee schedule. They seem similar to other companies I've researched. I'm specifically not using a company that is doing check-book control accounts, because based solely on my personal research, I don't feel confident that those accounts won't run into problems later. Big debate I know, but easy enough for me to avoid.

This link if it works should give you access to the entire packet. Fees are broke down on page 3: https://dl.dropbox.com/u/5272936/New%20Account%20Kit%20-%20Trad-Roth-SEP-SIMPLE%20IRA.pdf

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