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
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Old 04-04-2023, 06:12 PM
retiredguy123 retiredguy123 is offline
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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.