Talk of The Villages Florida - View Single Post - Need help for my parents they have GWG L Bonds with Michael Whitaker and Associates
Thread: Need help for my parents they have GWG L Bonds with Michael Whitaker and Associates
View Single Post
 
Old 04-04-2023, 06:12 PM
retiredguy123 retiredguy123 is offline
Sage
Join Date: Feb 2016
Posts: 17,437
Thanks: 3,047
Thanked 16,613 Times in 6,564 Posts
Default
Quote:
Originally Posted by capecoralbill View Post
Will it be difficult for me to move my account from Michael Whitaker to Edward Jones?
I have two IRA's and a Family Trust, all totaling under 500k.
Any comments on the Edward Jones investment firm? thank you in advance
I don't know anything about Edward Jones. But, I am sure they will handle a direct transfer of your IRA assets to their company. If you need to liquidate the investments and purchase similar assets with Edward James, there will be no tax consequences. I don't know about the trust assets. I would suggest that you consider Fidelity or Vanguard over Edward Jones. Lower fees.