I’m considering transferring 3 retirement accounts to Schwab, 2 Roths and a inherited IRA. Both my wife and I would qualify for a $500 bonus each going into our Roths. Problem is we already maxed out the Roths for 2024 and we can’t add to the inherited IRA.
The rep said they could issue me a 1099 as interest but wasn’t sure. Anyone else receive a bonus with no room to deposit it?
The rep said they could issue me a 1099 as interest but wasn’t sure. Anyone else receive a bonus with no room to deposit it?
Statistics: Posted by Mr. Potter — Wed May 15, 2024 11:25 am — Replies 11 — Views 595