Recently completed the task of transferring an inherited IRA from Edward Jones to Vanguard.
By law proceeds must be liquidated over a 10 year period and I am having any distributions swept into MMF, however the two funds they are in are not my choice but do not see a way to convert them to Vanguard funds.
Is this an inherited IRA restriction?? One is Washington Mutual and the other is American Balanced
By law proceeds must be liquidated over a 10 year period and I am having any distributions swept into MMF, however the two funds they are in are not my choice but do not see a way to convert them to Vanguard funds.
Is this an inherited IRA restriction?? One is Washington Mutual and the other is American Balanced
Statistics: Posted by bpkasl — Wed Mar 13, 2024 6:28 am — Replies 1 — Views 178