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Retirement tax questions
Technically, moving an IRA account from one custodian to another is an IRA transfer, not a rollover. This web article details the IRS rules regarding IRA transfers:
https://www.investopedia.com/terms/i/ira-transfer.asp
**Answers are correct to the best of my ability but do not constitute tax or legal advice.
‎June 7, 2024
2:37 PM