Transferring a Roth IRA from Schwab to Merrill Edge? : personalfinance

by akoloy


I’m hoping to switch my Schwab Roth IRA to an ME account in order that I can qualify for a better tier of their Preferred Rewards program and get higher money again charges for my bank card.

I at present have 100% of my investments by SWYNX (2060 Target Date Index Fund). How would transferring my account over work, and what could be the equal funding in ME?



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