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SEPP custodial transfers

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Last Updated On
BySten

L1: SEPP custodial transfersI have an IRA at Schwab that I am taking SEPP distributions from. I want to transfer a portion of my IRA to another firm. Can I do this if I continue the SEPP?2001-11-26 11:32, By: sten, IP: [127.0.0.1]
L2: RE: SEPP custodial transfersNo problem with the transfer – it is merely an investment change. Just remember to base the SEPP payments and calculations on the combined accounts if using any recalculation, etc.2001-11-26 14:22, By: Gfw, IP: [127.0.0.1]

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