katieinny
Oct 17 2005, 11:44 AM
How are voting rights handled relating to employer securities held by a minority shareholder in his IRA? Shouldn't the custodian vote the shares?
John Nelson
Oct 18 2005, 11:43 AM
I think you should get a copy of the IRA trust or custodial agreement and see what it says about who votes securities.
Alf
Oct 18 2005, 12:21 PM
It is not the custodian, I'll bet.
mbozek
Oct 18 2005, 01:01 PM
Every IRA agreement I have ever seen places all rights under the IRA with the IRA owner, because the custodian only performs ministerial tasks.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please
click here.