11-04-2007, 06:47 PM
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 Re: transferring IRA to new fund family In microsoft.public.money, Andmoreagain wrote: - quote - > My intention is to close out my current IRAs and transfer the proceeds to 4
Two alternative ways:> newly set up accounts in another fund family. Is there an easy way of doing > so? Do I first need to set up a cash account to temporarily place the cash > in? Thanks for any assistance. 1. Sell everything. Rename the account and change FI. Buy the new stuff. 2. Create a new account. Sell everything from the old account. Transfer all funds from the cash transactions of the old account to the new account. Buy stuff in the new account. Close the old account. This is the way that most accurately describes the events. |
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#-1
11-04-2007, 06:24 PM
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| transferring IRA to new fund family My intention is to close out my current IRAs and transfer the proceeds to 4 newly set up accounts in another fund family. Is there an easy way of doing so? Do I first need to set up a cash account to temporarily place the cash in? Thanks for any assistance. |
| Tags |
| family, fund, ira, transferring |
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