You can transfer the account to most full or discount brokerages, just transfer it into a "beneficiary IRA" account so that it maintains the inherited status. As for the allocation, it appears ok for your age and risk level but you didn't build in any cash position (maybe 10-20%). I would suggest transferring the account and then using ETFs or mutual funds at a discount brokerage to create your allocation.Josh
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar<