The advice you got is great! Just another thought -when you setup the new R/O IRA with the new Trustee orCustodian you don't have to transfer it all over at once. Thus, if you have cd's or other time-constraintassets, you can wait for them to mature at the bankand transfer them later. Moving assets from one R/OIRA to another does not create a taxable event, unlessyou move assets to a Roth IRA. Good Fooling - - Matthew
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