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The Trading Floor (Investing, Stocks, Bonds) Discuss investing and investments here! Do your own due diligence before investing. We are not responsible for any advice or recommendations within this forum!

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Old 03-04-2020, 08:09 AM
swampman46 swampman46 is offline
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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?
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Old 03-04-2020, 09:38 AM
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tboy tboy is offline
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I haven't a clue. My financial guy is Mark Avant and is very knowledgeable and reasonable if you're interested. 337-849-3515
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Old 03-04-2020, 01:12 PM
swampman46 swampman46 is offline
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If he offers zero commission trades I am.
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Old 03-04-2020, 04:36 PM
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Armand16 Armand16 is offline
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Quote:
Originally Posted by swampman46 View Post
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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