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

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Contributor

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.

2 REPLIES

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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.

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