There was someone else in the last couple of weeks who reported this problem with Schwab/TIPS/in-kind transfer.
(Note: other situations with the same base problem (e.g. step-up/down after a death) have been reported at other brokerages. It seems it may be a widespread problem.)
I'll see if I can find the link ... hold on ...
Edit: Here one: Question re: Schwab Valuation of TIPS in Roth Conversions
(Note: other situations with the same base problem (e.g. step-up/down after a death) have been reported at other brokerages. It seems it may be a widespread problem.)
I'll see if I can find the link ... hold on ...
Edit: Here one: Question re: Schwab Valuation of TIPS in Roth Conversions
Statistics: Posted by cas — Sat Jan 18, 2025 5:26 pm — Replies 3 — Views 144