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The way it usually works is that you fill out a form with the new IRA Custodian requesting that the IRA be transferred directly to them from the old institution. Then they take it from there.

That is exactly what we are doing. Looks like eTrade who I am transferring the IRAs to allow me to hold the same T Rowe and Vanguard funds. This will allow me to sell them with eTrade and save on the sell cost and then I can pick some stocks or other funds at that time.


AJ is correct they make it easy to transfer in but not out..
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