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Does transfer of IRA account to another broker bus

L1: Does transfer of IRA account to another broker busIf Iinitiated a 72t plan fromanIRA in 2003, does transfer ofmy IRA in 2004 from one brokerage to another (ie from Schwab to Fidelity) bust my plan based on (ii) of these rules?
“…Thus, a modification to the series of payments will occur if, after such date, there is (i) any addition to the account balance other than gains or losses, (ii) any nontaxable transfer of a portion of the account balance to another retirement plan, or (iii) a rollover by the taxpayer of the amount received resulting in such amount not being taxable. …”
Thanks in advance forsuch a great site!

2003-12-30 22:12, By: bob, IP: [207.69.139.9]

L2: Does transfer of IRA account to another broker busYou aren”t doing a transfer to another retirement plan, only to another brokerage. Changing investments (or brokerage companies) creates no problems.2003-12-31 04:21, By: Gfw, IP: [172.16.1.70]

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