23 March 2020 | 5 replies
I had around 40K in Fidelity 401K account and I rollover-ed to TDAmeritrade when I left the company.
23 March 2020 | 6 replies
While it is not possible to roll over from a ROTH IRA to a ROTH 401(k), would it be possible to have the ROTH 401(k) buy an asset from a ROTH IRA?
24 March 2020 | 9 replies
Long story short , I got around $12,000 in a rollover IRA that I could pull from to make this work.
27 July 2020 | 18 replies
Most (including me) just roll over because the ends doesn't justify the means.In this pandemic it'll probably be like pushing a rope uphill.
10 April 2020 | 1 reply
If an investor who sold a capital asset planned to roll over the gain into an Opportunity Fund and the 180-day deadline to do so falls between April 1 and July 15, 2020, he or she can make the investment as late as July 15.Also, sole proprietors who pay quarterly estimated taxes now have until July 15 to file their second quarter payment.
27 April 2020 | 9 replies
Great summary, @Anton IvanovTo add some clarifying comments regarding the rules allowing for up to $100k 401k/IRA penalty-free distributions and up to $100k 401k loans:1) You have to qualify (i.e. your health or financial circumstances has been impacted by the virus in one of the enumerated ways)2) Your plan has to allow for such distributions/loans (i.e. employers don't have to allow it)3) The loan must be taken by 9/23/20204) The distribution must be taken by 12/31/20205) For distributions, you can Waive withholding requirement (typically 20% when taken from employer plan)6) For distributions, you may avoid the taxes if you deposit the funds in an eligible retirement plan (which includes anIRA) within "3 years and a day" of the date of the COVID-19 distribution (note: compare to a 60-day rollover).
16 April 2020 | 1 reply
Thought about working with a financial planner to help consolidate all my IRAs and investment accounts, rollover some retirement funds into a ROTH IRA so I can utilize it in the future for investment and be prepared for life after COVID.
17 April 2020 | 4 replies
Thought about working with a financial planner to help consolidate all my IRAs and investment accounts, rollover some retirement funds into a ROTH IRA so I can utilize it in the future for investment and be prepared for life after COVID.So I guess my question is. . .any advice for an unemployed professional with no income that is starting out in REI in midst of COVID-19
26 March 2020 | 23 replies
All income flows back to the account.If you are still working for the company and wanted to self-direct your retirement funds, you can check with your employer to see if your plan allows for an "in-plan rollover".
29 March 2020 | 17 replies
Although I'm not in the Atlanta Market my main strategy over the last year was flipping houses to gain short-term capital to roll-over to MF's.