AboutAaron Hall Expertise I can answer questions regarding asset allocation, investment selection, investment managers, hedge funds, investment expenses, most common tax shelters, retirement accounts.
Experience I have worked with MetLife Financial Services, Ameriprise Financial, and Merrill Lynch. I also manage millions in client assets, though I am not actively searching for more clients, and I do not accept commisions for financial products.
Organizations Financial Management Association
Education/Credentials I am in the process of attaining my Ph.D. in Finance with a support area of econometrics, and have a bachelors degree in Finance with a concentration in Real Estate from Florida State University.
Education
Florida State University, Tallahassee, FL
Ph.D. in Finance, pending
Florida State University, Tallahassee, FL
B.S. in Real Estate and Political Science, Spring 2002
Related Industry Experience
Merrill Lynch, Financial Advisor with Merrill Lynch, with $3,000,000 in assets on the books, $2,000,000 of which was fee based, where clients followed specific portfolio recommendations based on optimized portfolios tailored to risk tolerance and goals, 2006-2007
Independent, Financial Planner, continuing to work with select clients, 2005-2006
MetLife, Financial Services Representative, Selling Life Insurance and Annuities, 2003
Guernsey and Associates, Boutique Financial Planning Firm Internship, Selling Life Insurance and Fee-based Financial Plans, Fall 2002
Honors and Awards
College of Business Ph.D. Fellowship/Assistantship
College Teaching Fellowship Award
Full Undergraduate Academic Scholarship at FSU
National Merit Scholar Award
Question Without getting into too many details, I have an urgent legal need to find the exact amount of a contribution to my IRA account from late 1992 / early 1993. This was a rollover from an employer-sponsored 401K type account put into my individual IRA account. Both the employer and investment firm do not keep records older than 7 years, and I also have "purged" my records from that long ago. I would think that since IRA's are government regulated, that there has to be records somewhere that list dates and amounts of assets rolled into a person's IRA. Please advise how I can gain access to this. Thank you for your help.
Answer Lynne,
I would suggest that you ask the IRS for their records from those years. If they will not provide them (and they will provide them for some years), I would suggest that you and your accountant "estimate" the amount as best as you are able.
Call the IRS at their general help help line to get directions from here on how to get the records they have for you for those years.
From their website: "Telephone Assistance for Individuals:
Toll-Free, 1-800-829-1040
Hours of Operation: Monday – Friday, 7:00 a.m. – 10:00 p.m. your local time (Alaska & Hawaii follow Pacific Time)."
