Hi Winemaker, I went to Customer Service, then Retirement. There is a transfer link towards the top, but that just takes me to the regular transfer page, which only permits transfers from the Core position. If on the Retirement page I click on "retirement withdrawals" and then on the "Withdraw from your IRA" button, it once again goes to the regular transfer page.
Were you able to transfer from your IRA to a brokerage account in kind? By that I mean move x number of shares of stock or a fund from your IRA directly into your brokerage account without having to sell the stock or fund in your IRA first?
This is what I would like to do. We don't need to spend most of her RMD, so I would like to just keep it invested, albeit in a different account.
I know I could sell it in the IRA, transfer the cash, and then buy it in the Brokerage account, but was trying to avoid that.