I have multiple tIRA accounts at Fidelity that I want to merger into one. I've read that you can simply transfer funds from one account to another via the web interface, this sounds too easy. I'm thinking there must be some form or paperwork to document that this is movement of tIRA to tIRA funds so that it doesn't look like a withdraw or Roth conversion. For anyone who has done this, can you tell me about your experience?
Statistics: Posted by MedEngineer — Sun Dec 22, 2024 10:55 am — Replies 2 — Views 146