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How do I take a Required Minimum Distribution (RMD) from my IRA?
Required Minimum Distributions (RMDs) are minimum amounts that traditional IRA, SEP IRA, SARSEP IRA and SIMPLE IRA account holders must begin taking a RMD starting with the year that he or she reaches 70 ½ years of age. The first RMD payment may be delayed until April 1st of the year following the year in which…

How do I rollover my 401k or 403b to my OptionsHouse account?
You can rollover funds from an existing retirement account (such as a 401k, 403b, etc.) to your OptionsHouse IRA by following the steps below. 1) Contact the institution that holds the retirement account and let them know you would like to do a rollover. 2) Have them make a check payable to “Apex Clearing Corporation…

What is an ACH (Automated Clearing House/EFT)?
Description: An electronic transfer of cash between financial institutions. Typical Hold Time: Funds will be available for trading 3 business days after funds are received by our clearing firm, APEX CLEARING. Please note: ACH relationship is not active until micro deposit verification is completed. Cost: Free Important Conditions: 1) ACH relationship must be established. This…