I want to close my current Roth IRA (was a backdoor transfer) with Primerica due to the high fees and lack of communication from the financial advisor. It has been open for 2 years. Are there penalties associated with this if I open a new IRA or transfer to my Employer IRA? I currently have a 403B and IRA with my Employer.
I’ll cover this in tonight’s office hours (10/28/2020) with the recording available afterwards on the course site!
If you’re not signed up for office hours, you can sign up here.