I have been withdrawing from 2 IRAs at TDAmeritrade via the SEPP method for about 4 years.
I've recently experienced some service issues at TD, including them forgetting to do one of the automatic withdraws last week, not telling me about it, and hackers accessing the system and stealing email addresses from 6.3 million accounts, not knowing about it until complaints started rolling in about spam - am now getting spam because of this. They assure me that SS#s and other critical info was not compromised, even though that info resides on the same database. They are now experiencing phishing attacks.
I'm really interested in moving my accounts to another broker.
However, I'm concerned about moving the 2 IRA's because of the active SEPP withdrawals and what that could trigger with the IRS.
I'm not real confident I will get good info from any brokers' customer service.
Any experience switching an active SEPP IRA ...
Know an online source - I've already checked Intercst's site and can't spot anything.
2nd part of question.
I'm looking at E-Trade and Fidelity for brokers to receive the transfers..
Feedback on them would be appreciated...
Other Broker you like?