Thank you dimetz,
>Regardless of what you do, make SURE that any movement of funds between traditional IRA accounts or between Roth IRA accounts is done by nonreportable trustee-to-trustee transfer, NOT by distribution and rollover.
So, this nonreportable trustee-to-trustee transfer....
Doesn't this apply when I transfer husband's IRA to "another financial institurion"?
Does this apply to me setting up my own(assuming IRA) or inheriting IRA within my bank whichever I decide?
