How do you transfer a SEP IRA to Vanguard?

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BHawks87
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Joined: Mon May 07, 2012 2:03 am

How do you transfer a SEP IRA to Vanguard?

Post by BHawks87 » Thu Oct 11, 2012 8:19 pm

My parents have a SEP IRA with Invesco and I would like to help then transfer it to Vanguard. Is this simple to do or even possible or are they locked in with the company the chose?

KyleAAA
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Re: How do you transfer a SEP IRA to Vanguard?

Post by KyleAAA » Thu Oct 11, 2012 8:32 pm

It's easy. Invesco might have some sort of exit fee but it shouldn't be too bad. Call Vanguard and ask them for help.

Tony
Posts: 217
Joined: Sat Mar 10, 2007 5:20 pm
Location: California

Re: How do you transfer a SEP IRA to Vanguard?

Post by Tony » Thu Oct 11, 2012 9:41 pm

+1
Vanguard makes it very easy to do the transfer. Be sure you follow up after to see that it happened as you directed.
Tony

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