copyright1997reloaded
Thinks s/he gets paid by the post
PSA: BROKERED CD'S cannot be transferred in-kind to Fidelity. Not sure about other places.
Just a FYI/PSA. I have been thinking of consolidating IRA's to be exclusively Fidelity. It looks like they cannot transfer brokered CD's into fidelity "in-kind". As a result, my plan to consolidate a tIRA from Ameritrade (soon to be Schwab) to Fidelity is on-hold until the last CD matures in early 2028. While I can sell them early (secondary), I don't really want to give up a 4+ year @ 5% remaining CD.
Oh well.
Just a FYI/PSA. I have been thinking of consolidating IRA's to be exclusively Fidelity. It looks like they cannot transfer brokered CD's into fidelity "in-kind". As a result, my plan to consolidate a tIRA from Ameritrade (soon to be Schwab) to Fidelity is on-hold until the last CD matures in early 2028. While I can sell them early (secondary), I don't really want to give up a 4+ year @ 5% remaining CD.
Oh well.