447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney
ChooseFI
How to ACAT an Inherited Retirement Account
To start the process, call the institution you want to receive the funds from, rather than just visiting their website. This allows them to lead the process and helps with any emotional attachment you may have to your current advisor. By doing this, you are essentially asking the new institution to take over your account, which is known as a transfer.
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