IRA transfers BD to BD Submitted by Geoffrey Kasher on Mon, 2022-11-07 23:21Is there an annual limit as to how many times a client can move an IRA from one BD to another BD?Flag as spam
Permalink Submitted by Alan - IRA critic on Mon, 2022-11-07 23:30
No limit as long as the accounts are moved by direct trustee transfers, which are not reportable on Form 1099R or on client’s tax return.