Quote:
Originally Posted by john walker's workshop
She says mutual fund, whatever that is. Might be an IRA, but she does'nt know for sure, as she's been ignoring it for years and I kept out of her business. Yes, bank saving account, just to stabilize it for now.
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I bet she rolled it into an IRA at T Rowe. She should be able to roll it into an IRA at the bank with no penalty. Find out what it is at T Rowe and talk to your bank about the roll over.
If it isn't in an IRA at T Rowe there won't be any penalty to move it to the bank.