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Xman1959

11/28/20 11:19 AM

#49078 RE: JW2020 #49076

Iam not a tax accountant. you might want to talk to one. i'd hate to give out misinformation.
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MrTraderJoe

11/28/20 4:14 PM

#49220 RE: JW2020 #49076

You can transfer. At Schwab you fill a form in which you instruct all the items - amount of cash and/or number of shares of each stock in your IRA -you want to transfer. Once they receive your form with instructions, the transfer is done within 3 business days.