To speak with a representative about your IRA or Investment Account, contact us Monday - Friday between 8 a.m. - 8 p.m. Eastern time.. 1-866-317-6586. Step 1: Confirm you are transferring an IRA. If you are interested in moving an existing IRA and it is still at another trustee or custodian, then you are in the right place. If you are hoping to move or contribute cash from a checking or savings account, you can simply link to your account and start an electronic funds transfer (EFT) Log In Required.
Contact your IRA custodian Fidelity Merrill Lynch Schwab Vanguard etc. Aba 021000021 two-donl. Need and receive more incoming cattle or send the outgoing wire are our letter transfer instructions or call customer abuse for assistance 00-54-59. Agent in forwarding wire instructions to six bank BMO Harris for processing.
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Finally, subtract the tax-free portion from the old basis to find the remaining basis. For example, say you inherit a traditional IRA with a basis of $20,000 and you take a.