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Upset-North-2211 t1_j6ohgjf wrote

Reply to comment by the_beluga_whale in ROTH IRA- 100% FAGAX (Fidelity Adv Growth Opport CL A) by the_beluga_whale

You don’t need to contact NWM. Just setup a Roth account at a discount brokerage, and initiate a Full Account Transfer. You will need to provide a NWM statement with the transfer form.

However you will need to contact them to cancel the whole life policy. You won’t get any money back from your premiums paid. Consider these premium $s paid as a stupid tax. You won’t make this mistake again.

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