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Author: TMFMarlowe Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 35344  
Subject: Re: TIAA-CREF Retirement Brokerage Date: 6/20/2007 11:50 AM
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Does anyone know if when you roll over a retirement plan to an IRA, you ca roll over brokerage holdings: I wouldn't want to be stuck with 10-year TIPS I had to sell. If not I have to stick on the shorter end.

You can roll over anything that isn't an investment vehicle unique to your plan (like, for instance, a stable value fund or employee stock fund or something of that ilk) and that you can legally hold in the IRA. Stocks, corp bonds, TIPS, etc., should roll over just as mutual funds would.

I'm not sure where a CD would fall. You could probably find an IRA provider who would take the rollover, but it might not be a mainstream brokerage.

John
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