IRA transfer fees

Trying to Avoid IRA Transfer Fees Can Be Costly

Tuesday, May 27, 2014
If you’re thinking about moving your IRA funds to a different IRA custodian, generally the better way to do it is by transferring the funds directly to another financial institution. IRA-to-IRA transfers are often called direct transfers or trustee-to-trustee transfers. In a direct transfer between IRAs, you don’t have use or control of the IRA money while it’s being moved between two financial institutions. A benefit of using direct transfers between IRAs is that transfers do not have to follow the IRA 60-day rollover rules.
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