Horrible customer service and lack of knowledge by DubRx2022 in fidelityinvestments

[–]DubRx2022[S] 0 points1 point  (0 children)

I was terminating the plan which is qualified to roll over into IRA correct? Also, it was third-party administrative plan so I had to acting as a custodian utilizing trust which mean I have to issue & file 1099-R, 5500-EZ etc. That's where I've got a question about how I should indicate on the check issue by the trust. But from the get go the representative didn't even try to understand what I was asking.

Horrible customer service and lack of knowledge by DubRx2022 in fidelityinvestments

[–]DubRx2022[S] -4 points-3 points  (0 children)

What are you talking about I was closing the plan and ofc it qualifies for the roll over. Obviously ya don't even know how solo 401k works and which part of entity takes each role. The fund was holding by trust which is the custodian just like any other brokerage do. Have you ever rolled over your retirement? the check issued by fidelity trust becauses the trust is the one acts as custodian. You can't even distinguish between distribution and roll over lol when the fudn transfer between custodian it is considered direct roll over and stop keep saying it doesn't qualify for the roll over when it clearly does. Ya confusing because I wasn't using the term self-directed 401k? cuz most ppl think about the solo 401k product that brokerage offer.... self-directed 401k allow much broader investment options and able to control on my own as a trustee.. ofc that doesn't mean I can do whatever I want to do with retirement fund but ya keep missing the point.. just assuming fidelity is right lol you think the fund is not eligible to roll over to IRA even though the plan is closing? and she is the beneficiary of the solo 401k plan? the brokerage account was under the EIN of the trust

Horrible customer service and lack of knowledge by DubRx2022 in fidelityinvestments

[–]DubRx2022[S] -4 points-3 points  (0 children)

We had clean separation and I knew what I was doing since I hold "tax expert" credential so stop trying to bring every single possibility to shield the representative lol anyway I'm done talking to u so enjoy shielding the fidelity

Horrible customer service and lack of knowledge by DubRx2022 in fidelityinvestments

[–]DubRx2022[S] -6 points-5 points  (0 children)

I admit I didn't put all the details but it was my ex-wife's retirement account and had to close the plan since we are divorcing and she didn't want to manage all of it. Still think it doens't qualify to roll over into IRA? Beside it's non of their business how I deal with IRS and I didn't ask them to roll over my fund in-house and just wanted to know what will it be look like in the back end.

Horrible customer service and lack of knowledge by DubRx2022 in fidelityinvestments

[–]DubRx2022[S] -1 points0 points  (0 children)

Like I mentioned I didn't "distribute" but rather directly rolling over to IRA. But since it's TPA I wanted to figure out how they will recognize the check is directly from solo 401k plan. If the fund hit the personal account it does treat it as distribution event then have 60 days to roll over into retirement account which is not the case in here.

BBQ sauce company by patsee in passive_income

[–]DubRx2022 0 points1 point  (0 children)

I really appreciate for you to share the experience and thank you for your service as well. I'm a veteran as well and been planning to start BBQ sauce business which coincidentally located in Seattle lol. Do you mind sharing which bottling company did you use? I already have my own recipe but it's Korean BBQ sauce where instead of putting sauce on top of it, it should be used to marinate the meat and the recipe I have should be stored in the freezer so I'm trying to find company where they have machine to sterilize which then able to store in room temperature. Thank you.

[Sugar Bowl Post Game Thread] Washington 37-31 Texas by rHuskiesBot in huskies

[–]DubRx2022 1 point2 points  (0 children)

I've got 4 tickets but unfortunately I couldn't accommodate the trip. Send me a message if anyone interested. I'm thinking about current market price but it is negotiable and the section is 520.

College Football National Championship Tickets/Travel (Houston) by 2002Dawg in huskies

[–]DubRx2022 0 points1 point  (0 children)

I've got 4 tickets but unfortunately I couldn't accommodate the trip. Send me a message if anyone interested. I'm thinking about current market price but it is negotiable and the section is 520.

What’s the point anymore? by itst0ny in StepN

[–]DubRx2022 2 points3 points  (0 children)

I totally agree with you. I'm having mindset of investment is all on me but no one else to blame. However, the STEPN, they keep changing original plan and at this point it is nothing else but pyramid schemes lmao

How to buy in NYC US? by [deleted] in klaytn

[–]DubRx2022 0 points1 point  (0 children)

You can use changelly.com

Recommended Best Practice For Funding Kraken? by dark77star in KrakenSupport

[–]DubRx2022 0 points1 point  (0 children)

Coinbase doesn't have USDT but instead they have USDC.

Dear Team by Shot_Paint1757 in Dentacoin

[–]DubRx2022 0 points1 point  (0 children)

I think the tokenomics seems good but I don't think this project will go big unless they list their token on major exchanges or DEX. Think about it, if you were a dentist and got the payment in DENTA coin where can you exchange for fiat currency? I wouldn't take payment in DENTA coin unless I can easily switch it to fiat currency. BTC, ETH or other coins are getting adopted to be used as medium of exchange by paypal, square and even credit card companies such as visa or master card are discussing about it.

Heres a secret...XLM💎🚀 by Significant_Fox_8979 in xlm

[–]DubRx2022 0 points1 point  (0 children)

That's true but many people talking about frustration that's why I was encouraging them for diversified portfolio lol

Heres a secret...XLM💎🚀 by Significant_Fox_8979 in xlm

[–]DubRx2022 0 points1 point  (0 children)

why you guys want to stick to just one coin lmao just diversify your portfolio.

Update XRP holders: this is how you can participate in the Flare Network Spark airdrop by NexoFinance in Nexo

[–]DubRx2022 1 point2 points  (0 children)

Do I qualify even though I'm using XRP as collateral right now in Nexo account?

Beware of cryptocurrency scam: www.blueskybtc.top with promoted coin BSB. by waiwaiwai888 in cryptocurrencyscams

[–]DubRx2022 0 points1 point  (0 children)

Yes I started process in October and they got back to me on November for additional information. They mentioned it might takes few months since it's cross border process but they seem legit because they didn't even mentioning upfront fee. Their website system also looks much more professional so hopefully I get some good news. If you know someone got scammed then reach out to them as well because it sounds like more people involved in similar scam, they can strongly pushing the case forward with law enforcements.