Asked Edward Jones to rollover my IRA to Charles Schwab, and they took out federal income tax, even though I made it perfectly clear it's a rollover, not a disbursal. Submitted by MaximumRecursion t3_ygphmz on October 29, 2022 at 5:26 PM in personalfinance 10 comments 0
myogawa t1_iubdurk wrote on October 30, 2022 at 12:56 AM A note for everyone: always ask the destination custodian to take care of doing it via a trustee-to-trustee transfer, to avoid this kind of problem. Permalink 2
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