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I have a solo 401k with a custodian and would like to have it moved over to our branch. How can I do that and does the bank differ between traditional and Roth or do they need to be separate accounts. This account will be used to wire money to fund real estate purchases.
September 26, 2016 12:47:08 PM
Planning for Retirement
In reply to Dave, Jackson
Thanks for your question, Dave. We'd be glad to point you in the right direction.
To best assist you, we ask that you reach out to us directly. Feel free to call our IRA Department at 800-231-8193, Option 4 available Monday through Friday, 8:00 am - 6:00 pm EST, and Saturdays, 9:00 am - 1:30 pm EST.
You are also able to visit us during lobby hours at any TD Store for help. To take a look at Store locations and their hours please visit http://go.td.com/1f9DSJR.
Please know that we would like to assist you directly however, TD Helps is considered an unsecured forum and we do not have access to your account/personal information.
We hope to hear from you soon, Dave. Have a good day.
Megan K, Mount Laurel
September 26, 2016 12:47:37 PM