My Review of uDirect’s IRA Service

October1

Avoid uDirect like the plague! I switched to them a while back but decided to go a different route and move the money to Vanguard. They made it incredibly hard and their customer service was the worst I have ever experienced. The day I finally got the money moved and account closed I said a silent prayer, I think the process took 6 months… And, from my point of view, uDirect did everything they could to make it hard to leave their services. Their online interface is a total joke too. Plenty of better companies out there.

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This is bwb’s personal blog, so he can share his thoughts with the world, however scary or silly they might be. Plus family and friends can track what I am up to, and where I am in the world.

I am pretty simple. I love Mangos. I love the ocean (although mostly at sunset, as I’m a ginger). I love to travel, eat exotic food, do long bike rides, read, and use my imagination. At some point, I decided it was better to be a pirate captain than an admiral. I am a globalist and see the entire world as my responsibility and playground. And I am married to an amazing woman who makes life even more fun :)! And we are now the proud parents of Calico Jack :).


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