|
|
A difficult transaction made easy by Regal Assets
|
I had a rather unusual situation in which an old Roth 401k plan from a previous employer was being held by a third party custodian. I tried to have the funds rolled over into another account but the paperwork, pin numbers, account numbers and the hoops I was directed to jump through made it just plain difficult for a working person with not allot of time to sit on the phone listening to background music.
K.C. Derian of Regal Assets took control of the situation and guided me through all the forms and questions and even talked to the third part cusdodion with me to get this failing 401k account transferred. Now I own precious metals as part of our portfolio. I couldn't be happier with Regal Assets and K.C. Derian's dedication to getting the job done. thanks again K.C.
|
|
|
|
|
|
|
|