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We are in the process of consolidating accounts for a new client and moving them over to Charles Schwab where we custody - all straight forward stuff. The client has an old 401k from a previous employer and filled out the paperwork with that 401k to roll it to Schwab. So about $470k hit her Schwab account last week. And then exactly 7 days later, another $460k hits again. Both from the 401k custodian. But her account was only $470k. I think they messed up royally. Now what???
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Personal Investment Chatter
As a NJ resident can I open a 529 plan through my Charles Schwab brokerage account for the convenience of all accounts in one place? Or do I have to open it through the state of New Jersey to receive any and all tax breaks? FWIW NJ 529 was overhauled and totally changed for 2022, was one of the worst available prior to this year.
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I applied online. The process took 2 weeks. I interviewed at Charles Schwab (United States) in Jul 2021
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