How to transfer a rollover IRA with CDs
- Hulahoop60
- Posts: 76
- Joined: Fri Jul 04, 2014 8:34 pm
How to transfer a rollover IRA with CDs
I have a rollover IRA at a brokerage that I am interested in transferring to Fidelity. I purchased a CD ladder within the IRA that begins maturing in September and every 3 months through March 2024. Is it possible to transfer the IRA & CDs without liquidating the CDS, or do I have to wait until they mature? They are all FDIC insured and I'd prefer not to sell them. Thank you.
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- Posts: 1219
- Joined: Tue Sep 01, 2020 12:20 pm
- Location: Delaware/Philly
Re: How to transfer a rollover IRA with CDs
What does Fidelity say?
Retired June 2023. AA = 55/35/10
Re: How to transfer a rollover IRA with CDs
The CDs purchased at another broker should transfer in kind. I've done partial transfers of brokered CDs several times with no issues.
- Hulahoop60
- Posts: 76
- Joined: Fri Jul 04, 2014 8:34 pm
Re: How to transfer a rollover IRA with CDs
Didn't call them, so I will call them on Monday.
- Hulahoop60
- Posts: 76
- Joined: Fri Jul 04, 2014 8:34 pm
Re: How to transfer a rollover IRA with CDs
Why wait until Monday to call? Doesn't Fidelity have 24/7 customer support?