When I transferred an IRA to WF and had to open a deposit account for $2500 the bonus all went into the checking account and was taxable.For extra fun some bonuses may be earned by transferring both taxable and IRA money, or with requirements like setting up a cash management account and using direct deposit or making debit card or credit transactions.
How much of that bonus is earned in the IRA ... . It may all go into the IRA, or the CMA, but where should it go?
Statistics: Posted by michaeljc70 — Sun Aug 31, 2025 9:46 am — Replies 16 — Views 806