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Subject:  Re: RMD: Best time to take? Date:  3/7/2014  11:36 AM
Author:  vkg Number:  120394 of 127616

I am "betting" that you can only do such transfer by contacting your Schwab broker and request him/her to execute the transfer. There is surely no way I can see to do that kind of transfer online via their website.

I dealt Fidelity not Schwab. Handling of estates is handled by a specific department that only handles inheritance issues. I was given the phone number for that department. Since they only deal with estates, they had no problems answering my questions. The problems were untangling a mistake by a financial advisor at a different company.
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