Sure. With your added details, it makes sense to to do. I put your discussion back into a stand-alone thread.LadyGeek, actually, would you consider allowing us to have two separate megathreads? Originally this thread was for discussing what to do as the July transition loomed; one megathread was effective for that.
But now that it's happened, there are two key issues we are struggling with, and combining them is making the thread unweildly:
Topic 1: For those of us who want to leave Ascensus, how can that be done correctly - since Ascensus is blocking it. Seeking advice, tax/legal research, as well as experience of those who have done it.
Topic 2: For those of us who want to stay in Ascensus, how to do contributions correctly. What date are deposits happening - will Ascensus indeed record 2025 deposits as 2024 if desired. What price/time do transactions use. How to have different investments in Roth vs Trad. Seeking experience of those who've done all this.
Statistics: Posted by LadyGeek — Wed Aug 21, 2024 6:15 pm — Replies 4 — Views 38