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URL:  http://boards.fool.com/the-ira-is-at-broker-quotsquot-and-my-roth-is-29426847.aspx

Subject:  Re: Another IRA RMD Question Date:  7/21/2011  9:04 AM
Author:  irasmilo Number:  113783 of 121169

The IRA is at broker "S" and my Roth is at broker "V". Do I need to have broker "S" make a direct transfer on can I just take their check and send it on to the Roth broker?

Unless things have changed, the best way to do this is tell the broker V to get the IRA from broker S. You want to be sure that none of the money, stocks, etc., passes through your hands at any time.


That's correct for a routine conversion, but the OP wants to convert an RMD, which is not allowed.

Ira
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