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.
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.
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.