Kyle Collette
Moving from Financials Advisor to Vanguard - Tax question
29 May 2018 | 14 replies
It may have already been mentioned, but on your tax advantaged accounts, it is VERY important that you do a direct rollover , Roth to Roth, regular IRA to Regular IRA etc so that you don't end up owing taxes.You might check to see what your cost basis is on your regular stocks, it might be worthwhile to sell some of them at a time.We personally have our retirement accounts with a discount broker and have some stocks and some ETF's within it.
Matthew McNeil
Two Hundred Thousand Dollar Question
30 May 2018 | 33 replies
I likely stand to get some sort of inheritance from him someday, and I think he'd roll over in his grave if I used it all for down payments on multiple properties with mortgages and leveraged up to my neck.
Delmas Edwards
I need help in what I should do, what are my options?
13 January 2021 | 75 replies
call your all your credit card companies and see if you qualify for a 24 or 18 month same as cash balance roll over, then pay the balance transfer fee and roll it over to buy time to seek traditional financing.
Mark Robinson
401k Self Directed Checkbook Profit Sharing SOLO CHIME IN PLS
30 May 2018 | 14 replies
While not specifically prohibited, many have advised me that you cannot roll over Roth moneys.
Craig Lessler
Self-Directed 457B Plan at Charles Schwab
13 April 2018 | 13 replies
One option would be to rollover just a portion of the 457b plan if the plan administrator will allow that.
Travis Buck
Rollover from 529 to a roth ira
20 February 2018 | 7 replies
After researching the subject I know I CANNOT roll over the 529 to the roth.
Catherine Cleveland
Combining retirement accounts into one Self Directed IRA
1 March 2018 | 7 replies
However, the contribution limits don't apply to transfers or rollovers from other retirement accounts.
Bryan Pham
Recommendations for Self Directed IRA
6 March 2018 | 9 replies
What are some recommendations for a self directed IRA that I can rollover onto?
Saul Moreno
Using Credit Card Debt To Invest
9 March 2018 | 13 replies
These carry a heft interest and if you have no plans to roll over the loan is say 3-6 months, you could find yourself in a pickle
Account Closed
Cost Segregation Study
15 March 2020 | 49 replies
Can you roll over the rest of that depreciation to year two and if so, then what is the benefit over depreciating any more than your cap rate?