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Financial Planning / Tax Strategies


Subject:  Re: Another IRA RMD Question Date:  7/21/2011  7:45 AM
Author:  JeanDavid Number:  113782 of 130765

The IRA is at broker "S" and my Roth is at broker "V". Do I need to have broker "S" make a direct transfer on can I just take their check and send it on to the Roth broker?

Unless things have changed, the best way to do this is tell the broker V to get the IRA from broker S. You want to be sure that none of the money, stocks, etc., passes through your hands at any time.
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