- Comments
- Email This Article
- Print This Article
- Order a Reprint
Advertisement
1. First, decide whether you want to transfer your existing investments to your new account or liquidate them and transfer cash.
2. If you want to transfer stocks or mutual funds, verify that your new IRA provider can accept the transfer. T. Rowe Price, for example, will accept a transfer of shares of its own funds held by another custodian, but requires that all other investments be liquidated first.
3. Download, fill out and mail (or e-mail) the appropriate forms from the new custodian to ensure that the funds are transferred directly from one custodian to another.
JUMP TO:
 Finance |  Credit |  Retirement |  Investing |
FINANCIAL TOOLKIT MAIN PAGE
Permission to post your comment is assumed when you submit it. The name you provide will be used to identify your post, and NOT your e-mail address. We reserve the right to excerpt or edit any posted comments for clarity, appropriateness, civility, and relevance to the topic.
View our full privacy policy