Basically, the risk is proprotional to the amount of the rollover. For an IRA with a couple thousand dollars, the risks aren't that great. If you were doing a rollover with a few HUNDRED thousand, then I wouldn't recommend taking the risk.You're probably right about this. My transfer was for about $10K.And how much did you spend in commissions to liquidate all of your positions? And acquire new positions (in the same securities?) in the new account.In my case, not much. I sold a mutual fund at zero cost, and transferred to BrownCo where I can make trades for $5. Actually though, I made the transfer this way so I could then convert the cash to my ROTH IRA before the end of the year. It took about 7 days total instead of several weeks for a direct transfer. You can almost never go wrong by doing a trustee-to-trustee transfer. When the IRA owner gets the cash is when things can turn messy.I agree, but there may be times when it is the best way to go.Bruce
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