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I would like to rollover funds from a profit sharing plan together with funds from a defined benefit plan to an IRA. Is this possible?
Eileen, Huntington station
July 13, 2017 12:32:47 PM
In reply to Eileen, Huntington station
Welcome to TD Helps, Eileen. We hope you're enjoying your day so far!
To discuss the specifics of your IRA account, we encourage you to reach out IRA Department directly. They are available 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.
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.
Talk to you soon, Eileen! Take care!
Megan K, Mount Laurel
July 13, 2017 12:33:08 PM