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SpaceLady

04/12/19 11:48 AM

#47876 RE: Chargers Beat Writer #47875

I transferred my ROTH to ETrade. If you do it with a pull tramsfer, properly,the Roth should date from the original start date. Check on it. I'm just not sure if you can do partial. You'll have to ask the ETrade retirement experts and then double check.

If it's a 401k ROTH,there are other issues involved.

ap17

04/12/19 1:33 PM

#47880 RE: Chargers Beat Writer #47875

That's remarkable! My ROTH at TDA has cvsi in it. You may want to open a TDA roth account account for just that reason, you may be able to do a conversion without a taxable event.