Talk of The Villages Florida - View Single Post - Advice pls
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Old 12-17-2020, 03:54 PM
DAVIDW5084 DAVIDW5084 is offline
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Default Advise pls

I transferred mine to a self managed IRA, if you do a direct tranfer there is no problem with withholding taxes or effect on your income until you make a withdrawal. Any broker can transfer the funds for you so pick your own location to move your funds. Fidelity, TD Ameritrade, now part of Schwab or any of dozens of others. I would pick one with a local office so you can go in and get face to face information on what help you can get from the broker and trading, most will assign you an individual broker if you have more that $500, 000.