My client’s father passed away 4 months ago, leaving her as a beneficiary of his IRA. After he passed, his broker (an Edward Jones rep) assisted my client in moving the father’s IRA to an inherited/beneficiary IRA in my client’s name. Everything is fine and properly titled up to this point. My client wants to now move her inherited IRA – that’s still at Edward Jones – to my firm (I have all of her family’s other accounts). My question is this: Since the IRA was retitled in the past 4 months to an inherited IRA, is there any prohibition that prevents us from transferring the inherited IRA to my firm, especially since these moves are being done within 1 year? My gut feeling is that it shouldn’t be a problem, since it’s just a transfer of the inherited IRA, but I thought I’d ask to be sure. Thanks!