Recent Finances Conversations

Can you have more than one checking with USAA, like two cash rewards, a classic and a cash rewards, for example?
If my Roth inherited by a non spouse named beneficiary, who has set up an inherited Roth account, meets the 5 year establishment rule I understand that contributions and earnings up to my time of death are not taxable when withdrawn by the beneficiary. My question is, if the beneficiary chooses the ...
Today, I received a proxyvote in the email: Important Notice Regarding the Availability of Proxy Materials for the Shareholder MeetingUSAA INVESTMENT MANAGEMENT COMPANY 2019 Special Meeting of StockholdersMEETING DATE: April 18, 2019RECORD DATE: February 8, 2019 You get two choices "For" or "Abstain...
The USAA due date for 1099-B was Feb 16th. It is now Feb 21st and I still have not recieved my 1099-B for my main brokerage account. My CPA charges a late fee after March 1st. Do I get to pass this fee onto you since you are past the IRS due date? When should I expect to recieve my 1099-B and since ...
Just disconnected while on hold for a supervisor after being transferred to the wrong department three times and on hold for an hour. There was an issue with my insurance payment in January where the updated account information was not used, and instead the $10 insurance payment was attempted twice ...
I recently logged in to USAA.com to research secured credit cards and found out that USAA is currently not offering a secured credit card product. Does USAA plan to restructure the secured credit card or eliminate it completely?
Did the limit on annual Roth IRA contributions get raised to 6,000 from 5,500? If so when did that take effect? Thanks!
Is there a fee to transfer from my USAA account to my son's USAA account? Our accounts are not connected, I am not about the Zelle life and other moblie apps anything!
We have auto insurance from USAA which increases every six months. We just received quotes from Liberty Mutual which are $400-$500 less per year. This is a big big difference for the same coverages. We are trying to deceide why we should keep USAA. We would like to keep USAA but there does not seem ...
Bring back the prepaid card...please!!!
Most helpful members this week
Inherited Roth IRA
 Likes: 0  Views: 29