I noticed an IRA I rothified now gets carries along with my income tax paperwork every year in terms of basis. I think basis is irrelevant to ROTHs under current rules, but got me thinking of traditional and rollover IRA's - should I request basis or other such info from the agents/mgr of them?
I thought it might confirm that info is accurately surviving the endless transfers of "agents" (that isn't the official term) and that umpteen years of yellowing buy/sell receipts don't have to be kept. Especially for extremely old IRA's that operated under long ago cancelled rules about contributions being deductible or whatever it was when IRA's first appeared.
-------------------------------------- Misc.invest.financial-plan is a moderated newsgroup where Moderators strive to keep the conversations on-topic for financial planning. Other posting guidelines include a request for brevity and another for trimming posts to which we respond. For all of the other tips and suggestions, see "FROM THE MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the Newsgroup.