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Re: Duma post# 29535

Friday, 12/29/2023 1:24:57 PM

Friday, December 29, 2023 1:24:57 PM

Post# of 32167
In CS I have always been a PDT > but Not on TOS
The question I have for them is for example >

PTD requirements is that your account must maintain at least $25,000 worth of equity. > No problem been that way for years

If I shift "everything" into say SWVXX or SGOV is that going to satisfy the PTD equity reqs >

I "assume" Yes because they would just put a hold on a $25K block of either and it would "still" draw interest
And I still have an inherited IRA to move into CS > not certain what to do with that at the moment > prob set up a seperate trust account ?

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