Tuesday, 30-March-2010

1) Boss seems to think ALL Roth Accounts have a withdrawal penalty if withdrawn after 5 years. I tried to tell her, that any new contribution Roth accounts you can take out your original contribution penalty free and that only Roth Conversions were applicable to the 5 year rule.

2) Boss asked me today to be more thorough like HK and to make sure JG was keeping in mind.

3) So somehow JG is sending client forms to old addresses. I'm not sure what she's looking at to trigger that.