447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney
ChooseFI
00:00
How to Set Up an IRA Direct Trustees to Trustees Transfer
For everybody other than inheriting from a spouse, you need to inherit it and set it up as an inherited IRA that generally is going to have special titling. What about your own IRA? This exists out there, right? Just like your correspondent mentioned. And it's a similar process; the titling isn't as specific.
Transcript
Play full episode
