Talk of The Villages Florida - View Single Post - Roth Conversions
Thread: Roth Conversions
View Single Post
 
Old 10-09-2024, 10:07 PM
dewilson58's Avatar
dewilson58 dewilson58 is offline
Sage
Join Date: May 2013
Location: South of 466a, if you don't like me.......I live in Orlando.
Posts: 12,862
Thanks: 1,013
Thanked 11,056 Times in 4,226 Posts
Default
Quote:
Originally Posted by lawgolfer View Post
Transfer your IRA account to Schwab. You will have the services of an advisor at no cost. Also, there is no cost to trade in stocks and bonds.
Schwab is not a tax pro as asked.
__________________
Identifying as Mr. Helpful