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Old Oct 29, 2022 | 12:28 pm
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Originally Posted by sam007
I don't have 75k to move over, everything is invested. How does the old IRA account trick work? I have my roth, 401k at Fidelity. Can I split some of those balances and open a chase ira account and it'll count towards the 75k balance?
Exactly. All my stuff was at Vanguard. Moved over an old IRA with about 85k for a 60,000 UR bonus a few years ago.
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