Quote:
Originally Posted by unterhausen
I'm trying to understand how OP got hosed. We have had a couple of years when we didn't withhold enough, it happens. Then you pay the taxes later.
I was grumpy a couple of years ago because USAA decided to get out of mutual funds and the people they turned the business over to sold everything and we had capital gains tax for no benefit to us. I don't think we had any way to offset the gains either.
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I had an IRA with USAA that was meh. Then they turned their IRAs over to Schwab and it's been a great experience. I actually feel better about how it is managed and even with the ups and downs this month, I've done well. When I retired from my last job, I rolled the 401 over to my IRA. In November, I am 59.5 years old.