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Lane
Lane, JD, CFP, MBA, CRPS
Category: Tax
Satisfied Customers: 12194
Experience:  Law Degree, specialization in Tax Law and Corporate Law, CFP and MBA, Providing Financial & Tax advice since 1986
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I have a Roth IRA and a traditional IRA with Janus. I would

This answer was rated:

I have a Roth IRA and a traditional IRA with Janus. I would like to change to a XXXXX XXXXXcock mutual fund. What's the best way to do this?

Lane :

Hi,

Lane :

XXXXX XXXXXcock should have a for to do this as a CUSTODIAL TRANSFER

Customer:

Hi, Patience please my typing is terrible.

Lane :

IF you do it an as a custodial transfer you dont' have to worry about the 60 gay rules

Lane :

Sure

Lane :

I'll wait

Customer:

I think there is a $35.00 fee?

Lane :

That depends on the Custodian (but is withing the reasonable range)

Customer:

You're great thanks for the help. 10++++

Lane :

The "cleanest," typical way to do this it to have XXXXX XXXXXcock "PULL" the dollars to the new accounts

Lane :

You're very welcome!

Lane and other Tax Specialists are ready to help you

Thanks much Gary!


Let me know if I can help again,

Lane