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Werewolfdad t1_j6ohx7z wrote

Reply to comment by Livids-Pomegranate in Trad to Roth IRA-Didn’t know it was a one time rollover by Livids-Pomegranate

> indirect IRA to IRA

Your IRA custodian mails you a check made out to you. You deposit that check at a new IRA custodian.

Requires forms

> Trad to Roth?

Your current custodian moves money from your tIRA to your Roth IRA. You don't get a check

Usually just requires a click of a few buttons on the website

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Livids-Pomegranate OP t1_j6oibta wrote

Ok thank you! Sounds like I was just told the incorrect info. appreciate the help!

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