To move it directly you have to specify shares... by making an intermediate stop in the settlement fund you can specify dollarsFor next time, she should be able to move it directly from the fund in her tIRA to a fund in her taxable account. No need to make a manual stop in the settlement account.She got the correct amount from her IRA into her settlement fund ( next step is exchanging it into her taxable account)
Statistics: Posted by Indianrock — Thu Sep 26, 2024 8:56 pm