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  2. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives (ranking third in the US in 1996) and was among the largest members of the New York Stock Exchange.

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  5. Edmund C. Lynch - Wikipedia

    en.wikipedia.org/wiki/Edmund_C._Lynch

    Edmund Calvert Lynch (May 19, 1885 – May 12, 1938) and his friend, Charles E. Merrill, formed Merrill Lynch on October 15, 1915. Early years [ edit ] Of Irish descent, Edmund Lynch was born on May 19, 1885, in Baltimore, Maryland , to Richard H. Lynch and Jennie Vernon Smith Lynch.

  6. Bank One Corporation - Wikipedia

    en.wikipedia.org/wiki/Bank_One_Corporation

    After the sale to the consortium led by Merrill Lynch, Lomas Bankers Corp. was renamed First USA, Inc. and Lomas Bank USA was renamed First USA Bank. At the time of the Merrill Lynch acquisition in 1989, Lomas Bankers/First USA was the 11th-largest issuer of credit cards in the nation. In 1992, First USA reduced some of its debt by going public.

  7. Best places to roll over your 401(k) in April 2024

    www.aol.com/finance/best-places-roll-over-401...

    Fidelity was named the best broker for retirement investing as part of the 2024 Bankrate Awards. Standard pricing for mutual funds: Free for Fidelity funds, and $49.95 on the buy and $0 to sell ...

  8. USAA - Wikipedia

    en.wikipedia.org/wiki/USAA

    The United Services Automobile Association ( USAA) is an American financial services company providing insurance and banking products exclusively to members of the military, veterans and their families. [6] It was founded in 1922 in San Antonio, Texas, by a group of 25 U.S. Army officers as a mechanism for mutual self-insurance, when they were ...

  9. Solo 401(k) - Wikipedia

    en.wikipedia.org/wiki/Solo_401(k)

    A Solo 401 (k) (also known as a Self Employed 401 (k) or Individual 401 (k)) is a 401 (k) qualified retirement plan for Americans that was designed specifically for employers with no full-time employees other than the business owner (s) and their spouse (s). The general 401 (k) plan gives employees an incentive to save for retirement by ...

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