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I am currently TD-Canada client and I'm considering moving my IRA from another US financial institution
to TD, if there's a convenient way for TD to be able to manage it from Canada,
in consolidation with my other accounts. Please advise if this is an option, or if not, please also advise what is the closest US TD branch to Toronto. Thanks.
May 20, 2015 04:39:16 PM
In reply to Dolce, Toronto
Thank you for your interest in an IRA with TD, Dolce. We'd be happy to provide some options.
You can roll it over into one of our traditional retirement IRAs for a safe way to earn interest with no risk. You can take a look here for some helpful information to consider: http://bit.ly/1soncUL. Also, we encourage you to visit: http://bit.ly/1u2of1Y for details about the IRAs which are offered through TD Bank, including Savings and Term Deposit IRAs. Additionally, you can check out a list of our Frequently Asked IRA Questions here: http://bit.ly/1j4SCQq.
Please feel free to call our IRA Department at 800-231-8193 Option 4 with any questions. They're available Monday through Friday, 8am – 6pm EST and Saturday from 9am – 1:30pm EST.
The second way you could rollover your current 401(k) is into one of our IRA plans through our partners at TD Ameritrade. This would be a similar process, but could allow for more flexibility in structuring your retirement funds at a risk level you are comfortable with. For more information about our TD Ameritrade accounts and services, please view your available options here: http://bit.ly/1uwjOqD. And, for information specifically pertaining to your 401(k) rollover including step-by-step instructions, please see here: http://bit.ly/1uvyvQR. For questions or concerns, you can reach out to a Retirement Consultant 24/7 at 800-213-4583.
Check out: http://bit.ly/1mD87iu for more details, and to compare the IRA's that we offer! Please know that for tax purposes, you will need a Social Security Number or Tax Identification Number for account opening.
If you would still like to visit a TD Store, feel free to take a look at our TD Stores and their hours here: http://bit.ly/TDStores.
We hope this helps, Dolce and have a good day.
Megan K, Mount Laurel
May 20, 2015 04:39:55 PM