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Retirement tax questions
"It would be up to Capital Bank & Trust to accept the self-certification and complete the rollover."
It doesn't have to be Capital Bank and Trust, it could be any custodian like Vanguard or TD Ameritrade.
For example if he opens a TD Ameritrade IRA account, use the "60 day rollover" option on the contribution page.
Custodian is required to accept your "60-Day-Rollover" rollover indication. You have until July 15 to make it happen.
Your bank account must be linked for ACH transfer.
‎July 4, 2020
7:25 PM