No. of Recommendations: 0
He should be able to Xfer between funds within Janis with no tax liability. You can rollover IRAs into another mutual fund with no tax liability. Maybe your grandfather was misunderstood or he talked with the wrong people. Call Janis yourself or checkit out on the WEB. I'm sure there is just a simple request that has to be made. Are you sure that this money is indeed in an IRA in Janis?
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