Simple IRA plan
Simple IRA plan is with TD Ameritrade. Advisor is moving firms and no longer custodies with TD. No advisor is left to service the plan… can the plan move platforms/custodians prior to 1/1/22?
Simple IRA plan is with TD Ameritrade. Advisor is moving firms and no longer custodies with TD. No advisor is left to service the plan… can the plan move platforms/custodians prior to 1/1/22?
Submitted by michael steinebach on Sat, 2022-02-19 12:41