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whackbush OP t1_iy8fdsh wrote

Reply to comment by DeluxeXL in Funded small IRA w/ ETrade with after-tax money - can I withdraw without penalty? by whackbush

Going to move this over to my other managed accounts with an advisor.

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DeluxeXL t1_iy8fsge wrote

Do a trustee-to-trustee transfer so you don't waste contribution limit.

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whackbush OP t1_iy8gobj wrote

Great advice, thanks!

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wallet535 t1_iy8hhi8 wrote

You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought.

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