qbteachmt
Level 15
02-05-2023
06:25 PM
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I didn't notice this: "wants to RO each to get higher return"
Yeah, that doesn't require a rollover. The return is the same no matter which Account it is in. The return comes from the investment in the account, not from the account. However, perhaps what they want is better investment options, or even a self-directed IRA.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers