Roth account transfer

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date
Roth account transfer Default User 11-27-2007
Posted by Default User on November 27, 2007, 7:31 pm

I'm considering a Roth account from one institution to another. I'm
still finding out about fees. There may be a fee for outbound account
transfer. Someone suggested that I could take a distribution for the
full amount from the account and then do a rollover within 60 days.
There may not be a fee for that (checking that too).

I know we talked about similar things some time back, but I want to
make sure this is ok, I think so.





Brian


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