Quote:
Originally Posted by capecoralbill
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
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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.