First, we try to get the taxes off, which reminds us that before we can do that, there's a question of IRAs, which means—go to the bank and talk with our account guy. All fine with Jane's. Then we find out the IRA funds I wanted moved into my account didn't arrive. They'd sent us paperwork last fall to get it out of an investment firm. It hadn't arrived. Took us 5 calls and 4 departments of the investment firm to find out, yes, they'd had it, but,oh, it had been moved—in November—but it...
Published on April 07, 2010 07:17