HELP
IRA
I am under 59½ and I want to roll over my IRA account to another broker. How should I do it?
  • Promotion
  • Account Opening
  • Deposit & Withdrawal
  • Options Trading
  • Stock Transfer
  • Trading
  • Fees
  • IRA
  • About Us
  • Platforms
  • Webull Desktop
  • Glossary
  • Markets
I am under 59½ and I want to roll over my IRA account to another broker. How should I do it?

First consult your tax adviser or new trustee to see if you are eligible to roll over. If you meet the deposit requirements, please initiate a withdrawal request in the Webull app for a "withdrawal in advance." Please note that you will need to deposit your cash into a qualifying IRA account with your new custodian within 60 days of receipt.

Problem Solved?
Solved
Unsolved
Related Issues
What is an IRA?
What types of distributions are supported?
I want to roll over my assets in Webull directly into an IRA plan. What should I do?