Opened a Roth MYGA w/ Oceanview several years ago w/ funds from my Vanguard Roth. Big mistake. Now maturing next month. Vanguard trying to help w/ a transfer, but I can't reach anyone at Oceanview to verify they will accept transfer & return $$ to my Vanguard Roth.
Has anyone succeeded in doing a trustee-to-trustee transfer w/ Oceanview?
My priority is to preserve the Roth status of the funds.
-sam
Has anyone succeeded in doing a trustee-to-trustee transfer w/ Oceanview?
My priority is to preserve the Roth status of the funds.
-sam
Statistics: Posted by samjuno — Fri Jun 21, 2024 5:13 pm — Replies 9 — Views 335