Personal Investments • Fidelity and Schwab branch offices

I created a Schwab tIRA as a way to convert traditional TSP into a Roth IRA. I moved enough to cover several years of conversions.

I plan RMD from TSP to go into a Schwab taxable account. I plan to use the Schwab RMD for QCD.

Going to Schwab in person made the paperwork much easier.

Statistics: Posted by trueblueky — Sun Jul 14, 2024 5:20 am — Replies 22 — Views 1826

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