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swampman46 03-04-2020 08:09 AM
IRA rollover
 
Is there a way to roll over the cash portion in an Edward Jones IRA, to an online brokerage IRA and avoid taxes, and still use the cash for trading?

tboy 03-04-2020 09:38 AM
I haven't a clue. My financial guy is Mark Avant and is very knowledgeable and reasonable if you're interested. 337-849-3515

swampman46 03-04-2020 01:12 PM
If he offers zero commission trades I am.

Armand16 03-04-2020 04:36 PM
Quote:
Originally Posted by swampman46 (Post 854429)
Is there a way to roll over the cash portion in an Edward Jones IRA, to an online brokerage IRA and avoid taxes, and still use the cash for trading?




Yes


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