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Retirement tax questions
It was a direct bank to bank transfer. The funds from the first IRA we removed from the old bank were issued directly to us, we put them in our checking account, then wrote a check to the new bank. We then decided to transfer the remaining IRA's at the old bank to the new bank and that was done via bank to bank transfer. I do remember the broker saying something about only being able to do one transfer every 12 months
‎June 3, 2019
11:35 AM