What kinds of IRA accounts are Non-ACATS eligible?

Interactive Brokers Ireland Limited (IBIE) must apply Irish withholding tax of 20% on credit interest paid to certain clients, including natural persons. However, you may be able to reclaim some or all of the tax withheld, if you are resident in a country with a Double Taxation Treaty (DTT) with Ireland, which includes all…

An IRA Conversion is the transfer of funds from an eligible retirement plan (i.e., Traditional IRA, SEP, qualified plan assets including 401(k) and 403(b) plans) to a Roth IRA. The funds may be received under the same trustee or custodian, trustee-to-trustee or by rollover within the 60-day window allowed for rollovers…

You can distribute any asset from an IRA, including an in-kind distribution of non-cash.  An in-kind IRA distribution is generally defined as a withdrawal of securities, such as stocks, bonds, ETFs, or mutual funds.  …

Under the Refer a Friend promotion, you can open an Individual or Joint general investment account. The following account types are not eligible for the promotion:

• Tax-deferred accounts: This includes ISA, TFSA, and IRA accounts
• Professional accounts: Accounts held by Financial Advisors, Hedge Funds, or Institutional Clients…