Transfer of Roth IRA's and another account to our USAA accounts.

[Danger Forward]

We have two Roth IRA's and an account w/ Oppenheimer.....The agent is in Ohio and will no longer be able to manage it for us here in VA.  Can we transfer them to our accounts w/in USAA or do we need to get a local planner with these companies......Thank you.

[WEBSITE GURU]

Danger Forward;

I am not a USAA Advisor, nor a USAA Employee. I am just a Member like you.

That said, the subject of IRA's is too complex to give you a simple answer. This forum has Moderators whom are Financial Advisors whom may be better able to answer some your questions.

A key bit of advice that I can give you is that you should not transfer any IRA without talking to a financial advisor first.

Also the only real help I have for you are the following LINKS which should answer some of your questions.

1. Open a Brokerage Roth IRA Account Online

2. USAA - Financial Advice Blog (maybe you could post your question there)

3. The 5 Most Dangerous IRA Mistakes You Can Make  **(External Link)

I hope I have helped you.

[TaraCrooksUSAA]

Unfortunately, we are not able to solve customer service questions here in the community. Please contact a member representative using the CONTACT US button on usaa.com or by calling 210-531-8722 or 1-800-531-8722 when you are able. Thank you so much and I do apologize for any inconvenience.