Post AE07i0aMJmKfPchhLM by EarlThePearls@social.quodverum.com
(DIR) More posts by EarlThePearls@social.quodverum.com
(DIR) Post #AE075XNSSrt5oxKDc8 by EarlThePearls@social.quodverum.com
2021-12-02T17:51:36Z
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I find Ignorance extremely annoying sometimes.Fidelity is my brokerage.Need to deposit lump sum retirement distribution into my rollover IRABridgestone sends me check, I deposit into Fidelity account.Easy Peasy, right? Hold on folks!Check too big for photo deposit methodMail it in! Find online deposit formMy question to Fidelity rep:Which box to check for deposit type?
(DIR) Post #AE07TWsjxTSZEaOhJw by EarlThePearls@social.quodverum.com
2021-12-02T17:55:57Z
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First rep didn't even think it was important enough to find the form online to follow along. He had no clue what I was talking about.After 10 minutes of useless attempt to clarfy, he transferred me to "appropriate department"On hold 20 minute before I hung up
(DIR) Post #AE07i0aMJmKfPchhLM by EarlThePearls@social.quodverum.com
2021-12-02T17:58:33Z
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Call back, get new rep in a couple minutes."Retirement Investment Specialist" is he. Explain my deal. Had to make him find the form online to follow along.Explain the rollover to avoid taxes method I am usingHe couldn't answer the question either, just make best guess.Most amazing of all?He did not even know what a tradition retirement plan was!Company puts so much a year in while you work, when you retire you get a monthly benefit
(DIR) Post #AE07xwdMmFn3n3i3CS by EarlThePearls@social.quodverum.com
2021-12-02T18:01:26Z
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I asked if they had Bridgestone specific help people? noBridgestone has over 20,000 current and former employees who have their retirement $ go to Fidelity.Billions of DollarsLump sump distribution to an existing IRA can't be all that uncommon of an occurrence that they don't have help sections on the ins and outsARRGH!
(DIR) Post #AE088cg5JXJV5C4ZLU by mrmcmayhem@noagendasocial.com
2021-12-02T18:03:16Z
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@EarlThePearls you can probably thank blow jiden and the patriot act, i bet you 10 milkshakes this is some anti terrorism bullshit that actually just keeps bankster gangsters flush with cash so they dont have to pay out, probably because they're making a fuck ton of money with your money and others on loans and other ventures, i wouldn't put it past them to make it harder for you to move your money around because that means less bitcoin they can buy
(DIR) Post #AE08MCdMwPRWMbHI0m by Timmerax@social.quodverum.com
2021-12-02T18:05:48Z
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@EarlThePearlsWell maybe Fidelity needs an Artificial Intelligence to replace the young man that had no clue.I dislike the financial help desks in so many ways. I feel your frustration and suggest a nice round of chess and some music could come the stress down while your retirement drifts away.
(DIR) Post #AE08QmIGIlJ67NaRXc by EarlThePearls@social.quodverum.com
2021-12-02T18:06:39Z
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@mrmcmayhem The process is sound and not shadyThe customer service reps are ignorant is the problemI have no problems using the service w/o humans involved. Works flawlessly.Makes my invests instantly and get withdrawals and transfers no problemBeen with them over 30 years
(DIR) Post #AE08axtI2Qr4ywlQMS by BCPaladin@social.quodverum.com
2021-12-02T18:08:29Z
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@EarlThePearls See how helpful they are if you threaten to take your money somewhere else.
(DIR) Post #AE08cJ4qkkQ2ypoKP2 by mrmcmayhem@noagendasocial.com
2021-12-02T18:08:44Z
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@EarlThePearls i just figured like most financial institutions you can't move very large sums of money, for some reason, like i said probably bs laws that were instituted for someone's benefit that isn't the public
(DIR) Post #AE09iKJt977GWeHNoG by KittyDugre@social.quodverum.com
2021-12-02T18:21:01Z
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@EarlThePearls did you check their FAQ section online to see if they have any input there? I'm pretty sure when I did mine, so many years ago, it went under current year sep/ira.
(DIR) Post #AE0AdCQXADWGYKVThQ by EarlThePearls@social.quodverum.com
2021-12-02T18:31:18Z
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@KittyDugreThe help people should be able to figure this out as I'm sure there's a relatively common occurrence
(DIR) Post #AE0BCY4KgwCzoEyhQ8 by Affy1@social.quodverum.com
2021-12-02T18:37:41Z
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@EarlThePearls 800 544 5650 always works for me
(DIR) Post #AE0ESLKY7VzunVmo9w by Topdog@social.quodverum.com
2021-12-02T19:14:10Z
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@EarlThePearls talk to your tax pro. They know.
(DIR) Post #AE0Gn1qxvlkENbwM2C by EarlThePearls@social.quodverum.com
2021-12-02T19:39:23Z
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@TopdogI think the only thing that really matters is that it goes directly into the account specified when I arranged the distribution with Bridgestone
(DIR) Post #AE0QykmGF9KMR7y8wa by KittyDugre@social.quodverum.com
2021-12-02T21:34:29Z
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@EarlThePearls Oh absolutely but then if they are hiring just to get their quota in and they're inexperienced then I see a problem.
(DIR) Post #AE0UmQxqTwmxKRliee by EarlThePearls@social.quodverum.com
2021-12-02T22:17:04Z
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@mrmcmayhem Rules change the more money you have.Overall I am very satisfied with this companyJust get irritated when a seemingly simple question is met with a blank stare.would I trust these two reps to invest my money?NOBut then I have been successfully self directed for 30 years
(DIR) Post #AE0UttvNCuuxArAma8 by EarlThePearls@social.quodverum.com
2021-12-02T22:18:25Z
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@BCPaladin Wouldn't have made a bit of difference.They all work from home now I think, so they can't scurry over to find the specialist who knows off the top of his head
(DIR) Post #AE0VKMq8K4mONoLGk4 by EarlThePearls@social.quodverum.com
2021-12-02T22:23:12Z
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@BCPaladin Besides having worked in a bureaucracy before I prefer to try and help guide them to a positive solution
(DIR) Post #AE0WKzXyViSuNwi62C by BCPaladin@social.quodverum.com
2021-12-02T22:34:31Z
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@EarlThePearls I can understand that I guess. Still, it's not very impressive customer service. I would prefer that they at least pretend that my money is as important to them as it is to me. As with most things, I like to do business where I can get in their face if I have to and they know that I can.
(DIR) Post #AE0WTZVCiIM0DPVOZk by BCPaladin@social.quodverum.com
2021-12-02T22:36:04Z
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@EarlThePearls I can understand that I guess. Still, it's not very impressive customer service. I would prefer that they at least pretend that my money is as important to them as it is to me. As with most things, I like to do business where I can get in their face if I have to and they know that I can. Makes for much more acceptable outcomes.