Ed Slott and Company - IRA training, resources for financial advisors, consumers
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My IRA Custodian Won't Let Me Do What?!
Retirement plans are one area of the tax code where you may not be able to do everything the tax code says you can do. IRA custodians and employer plans can sometimes limit your options. One reason they might do this is to make it easier for them to manage and process your transactions. We detail a few examples of IRA custodians limiting your options.