Has anyone transferred a ROTH IRA account from Schwab to Vanguard? I am not changing the tax status and it should be a trustee to trustee transfer. Are there any special considerations that I need to watch out for? Will all the Schwab mutual funds I have right now also transfer to Vanguard?
I am following this link on Vanguard: https://investor.vanguard.com/account-transfer/transfer-ira
Thanks!
Submitted March 13, 2020 at 09:45PM by alanctw https://ift.tt/2U26tN3