A reporter at The Wall Street Journal is writing an article about people who roll money over to an IRA and then either forget to go back into the account to invest the money – or don’t realize they have to do that.
The reporter is interested in speaking to people who have left IRA money in cash for longer than they would have liked. We are looking for people who would be willing to be interviewed about the confusion the rollover process can create and are also OK with seeing their name in print. The reporter is also interested in speaking to advisers who have seen this happen, perhaps to friends, relatives or prospective clients. Anyone interested should contact Anne Tergesen at anne.tergesen@wsj.com by June 15.
**************************
Make sure that neither you nor the reporter use your BH forum name in the article, since it will include your real name. You don't want readers to be able to associate the two names and then be able to discover personal financial information about you that you've posted here on the forum.
The reporter is interested in speaking to people who have left IRA money in cash for longer than they would have liked. We are looking for people who would be willing to be interviewed about the confusion the rollover process can create and are also OK with seeing their name in print. The reporter is also interested in speaking to advisers who have seen this happen, perhaps to friends, relatives or prospective clients. Anyone interested should contact Anne Tergesen at anne.tergesen@wsj.com by June 15.
**************************
Make sure that neither you nor the reporter use your BH forum name in the article, since it will include your real name. You don't want readers to be able to associate the two names and then be able to discover personal financial information about you that you've posted here on the forum.
Statistics: Posted by Mel Lindauer — Thu Jun 06, 2024 3:53 pm — Replies 0 — Views 110