IRA transfers BD to BD Submitted by Geoffrey Kasher on Mon, 2022-11-07 23:21 Is 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.
Permalink Submitted by Geoffrey Kasher on Mon, 2022-11-07 23:31
as always thanks just wanted to be sure.