Quote:
Originally Posted by GregWeld
Super easy!!! Go to the brokerage of your choice -- and ask them to do a ROLL OVER for you.... Bring the info (Statement) from the "old" so you have account numbers and all of that info... and they'll help you with filling out the paperwork and they'll do all the rest!
Some times they can "bring" the account over "in kind" --- just transferring all the holdings.... Some times they can't bring over the holdings and then they're all sold and converted to cash -- and they bring over the cash. Either way there's no taxes involved so it's not a big deal. Then you can start fresh! Buying whatever you want to in a "self directed" retirement plan.
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Greg is it better to go to the brick and mortar or can it be done online?? Does it really matter which brokerage house??