Good morning.
Within the same institution, do you call in or do this online? Just a few months ago, I called in and instruct the TIA support person to roll a Traditional IRA to a Roth IRA. It was sent to the wrong account (403b). The traditional IRA had non deductible which is prohibited. Its still pending investigation.
This was my first time doing such and want to learn to avoid another issue like this. I am interested in people who used Charles Schwab since I would be doing a yearly conversion soon.
TT
Within the same institution, do you call in or do this online? Just a few months ago, I called in and instruct the TIA support person to roll a Traditional IRA to a Roth IRA. It was sent to the wrong account (403b). The traditional IRA had non deductible which is prohibited. Its still pending investigation.
This was my first time doing such and want to learn to avoid another issue like this. I am interested in people who used Charles Schwab since I would be doing a yearly conversion soon.
TT
Statistics: Posted by svho — Sun Jan 26, 2025 3:14 pm — Replies 10 — Views 382