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Do I need professional help in order to do an IRA Rollover?
Is this something that I can do myself or should I hire a professional to help me. I am a quick learner, but am not very experienced when it comes to these types of things.
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Probably not; however, it would be in you best interest to find out what tax obligations you might incur due to the rollover. Most places willing to do your rollover like fidelity, tdameritrade and such usually have free call up service to help with these types of things especially if you already have an open account with them.
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Did one myself recently with fidelity.com.
Asked my tax person first to find out what I would need to do if anything.
Did one myself recently with fidelity.com.
Asked my tax person first to find out what I would need to do if anything.
No, you can fill out the forms yourself--they are very simple. You can get the formss either from your existing custodian, or the new one. You may want to get professional advice in determining how to invest the funds, however
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