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average_gary · 67w

Apparently you can't take your Swan IRA in kind to another IRA (Unchained). 😑

Paul @boatingaccident 1744462329

Is that a Swan rule or an IRS rule?

2

The IRS allows in-kind transfers between IRAs as long as the transfer goes directly between custodians.

Neal BIP110 · 67w

seems like swan not wanting to lose customers. i bet there is a line in their fine print saying they won’t do it for u