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Re: Backdoor Roth IRA Timing Question

Before I make the Roth conversion the following year, do I have to rollover all of that income to the 401(K) account so that the only money that is left in the IRA at the time I do the conversion is the $6,500 of the non-deductible contribution? The portion of the conversion that is tax free is the...
by DSInvestor
Tue Aug 26, 2014 10:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Backdoor Roth IRA Timing Question
Replies: 10
Views: 855

Re: Backdoor Roth IRA Timing Question

What about delaying the 403b rollover to IRA until 2015? Yes, thanks DSInvestor. I think that's what I'll do. It seems a lot easier than having to worry about the recharacterization for 2014. I'll just have to hope that Schwab still has the bonus offer available in 2015. The key was your point that...
by DSInvestor
Tue Aug 26, 2014 10:42 am
 
Forum: Investing - Help with Personal Investments
Topic: Backdoor Roth IRA Timing Question
Replies: 10
Views: 855

Re: Backdoor Roth IRA Timing Question

What about delaying the 403b rollover to IRA until 2015? If her TIRA balances are zero on Dec 31, 2014, this gives her a clean Roth conversion for 2014. The 403b rollover happens in 2015 and she contributes to TIRA for 2015 in calendar 2015 but does no conversion. In 2016, she contributes to TIRA an...
by DSInvestor
Tue Aug 26, 2014 1:23 am
 
Forum: Investing - Help with Personal Investments
Topic: Backdoor Roth IRA Timing Question
Replies: 10
Views: 855

Re: Backdoor Roth IRA Timing Question

If she rolls over to IRA, the 12 month window ends AUG 2015. She can contribute for 2014 in 2014 and delay conversion step until 2015. For example, she contributes max $6500 (age 50+) to her Traditional IRA for 2014 in on Dec 29, 2014 and max $6500 for 2015 on Jan 2, 2015 and convert all $13,000 (IR...
by DSInvestor
Mon Aug 25, 2014 11:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Backdoor Roth IRA Timing Question
Replies: 10
Views: 855

Re: How Does Vanguard Re-Balance VBIAX

The fund probably receives a steady inflow of dividend income which can be deployed to the asset class below target. If there is a net inflow of cash, that cash can be used to buy the asset class that is below target. If there is a net outflow of cash, the fund may have to sell the asset class that ...
by DSInvestor
Mon Aug 25, 2014 8:54 pm
 
Forum: Investing - Theory, News & General
Topic: How Does Vanguard Re-Balance VBIAX
Replies: 4
Views: 546

Re: Need some Boglehead advice ...

My preference is Total Stock Market assuming it is available in all accounts. Many folks don't have Total Stock Market in their 401k but may have S&P 500 fund. In this case, it would make sense to hold S&P 500 in 401k and TSM in Roth IRA and taxable.
by DSInvestor
Sat Aug 23, 2014 11:50 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need some Boglehead advice ...
Replies: 14
Views: 1344

Re: 3.85% medicare tax?

Taxcaster will show you how that works. Enter your base situation without the dividend income and see what your Fed Tax is. Add the $500 Dividend income and then see how much the tax increases. I believe the Net Investment Income tax will be included in the line for "additional taxes". Tax...
by DSInvestor
Fri Aug 22, 2014 3:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: 3.85% medicare tax?
Replies: 6
Views: 708

Re: Selling 2 Individual Stocks in a VG Brokerage Roth IRA

I would go with the lower cost option of TSM Admiral and TISM Admiral rather than Total World.
by DSInvestor
Wed Aug 20, 2014 5:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Selling 2 Individual Stocks in a VG Brokerage Roth IRA
Replies: 16
Views: 773

Re: Spousal IRA and Backdoor Roth Conversion with High AGI

My plan is to contribute the max around October/November and do a full conversion a week or so later. So there should be no remaining IRA assets (she currently has no retirement funds -- either 401(k), 403(b), or IRA). Next year I will repeat it, so I will need to file another form for next year. M...
by DSInvestor
Wed Aug 20, 2014 12:11 am
 
Forum: Personal Finance (Not Investing)
Topic: Spousal IRA and Backdoor Roth Conversion with High AGI
Replies: 12
Views: 1048

Re: Spousal IRA and Backdoor Roth Conversion with High AGI

If we file 8606 this year, do a complete Roth conversion, and don't contribute again in 2015, must we still file 8606 annually (until we retire)? It all depends on whether there is any IRA basis remaining after the conversion. Scenario 1 . She has no IRA assets, contributes $5500 in 2014 and conver...
by DSInvestor
Tue Aug 19, 2014 11:19 pm
 
Forum: Personal Finance (Not Investing)
Topic: Spousal IRA and Backdoor Roth Conversion with High AGI
Replies: 12
Views: 1048

Re: Spousal IRA and Backdoor Roth Conversion with High AGI

Individual means individual. So her IRA accounts must be considered but not yours. The transferring of your account applies to your Backdoor Roth, not hers. I just caught this while searching for an older post I made. So if I contribute $5,500 (I think that's the IRA limit for 2014) to her spousal ...
by DSInvestor
Tue Aug 19, 2014 11:03 pm
 
Forum: Personal Finance (Not Investing)
Topic: Spousal IRA and Backdoor Roth Conversion with High AGI
Replies: 12
Views: 1048

Re: Vanguard allocation Question

For your 60% stock allocation, I would suggest: 15% VTPSX TOTAL INTL STOCK FUND INST PLUS SHARES 45% VIIIX INST INDEX FUND INSTITUTIONAL PLUS SHARES (S&P 500 Index fund which is very close to US Total Stock Market) If you would prefer to approximate US Total Stock Market, you can do so with 4/1 ...
by DSInvestor
Tue Aug 19, 2014 9:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard allocation Question
Replies: 4
Views: 666

Re: Allocation involving 2 SEPs 2 Roths

VTI up about 2% since I pulled out of Janus. On $350k, that's $7k. I realize I'm in it for the long haul, but psychologically, getting back in 2% higher than you got out is a little tough to swallow. I will probably wait for a dip at this point. 1-2% is not a run up, it's a daily fluctuation. Keep ...
by DSInvestor
Tue Aug 19, 2014 7:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: Allocation involving 2 SEPs 2 Roths
Replies: 10
Views: 446

Re: Allocation involving 2 SEPs 2 Roths

I liquidated from Janus funds, was in 100% stock funds..Hate to jump in after recent run up. Was there a big run up in stocks after you sold your Janus funds? I looked back at your earlier posts and according to your first post on Jul 22, you were in the process of moving from Janus to Vanguard. I ...
by DSInvestor
Tue Aug 19, 2014 6:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: Allocation involving 2 SEPs 2 Roths
Replies: 10
Views: 446

Re: Allocation involving 2 SEPs 2 Roths

What asset allocation did you have before the rollover to Vanguard? If you didn't do the rollover, I assume you wouldn't be holding cash right now and be invested in a mix of stocks and bonds. Once you frame it this way, it may make it easier to lump sum into your AA right away. If you find yourself...
by DSInvestor
Tue Aug 19, 2014 1:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Allocation involving 2 SEPs 2 Roths
Replies: 10
Views: 446

Re: Allocation involving 2 SEPs 2 Roths

If you're investing at Vanguard with those amounts, I suggest not using ETFs and using mutual funds instead. Vanguard Admiral shares have the same low expense ratio as Vanguard ETF shares and are easier to work with. TSM Admiral VTSAX er = 0.05% same as VTI ETF. With mutual funds, you can use fund e...
by DSInvestor
Tue Aug 19, 2014 9:05 am
 
Forum: Investing - Help with Personal Investments
Topic: Allocation involving 2 SEPs 2 Roths
Replies: 10
Views: 446

Re: Selling 2 Individual Stocks in a VG Brokerage Roth IRA

Capital gains tax would be an issue if her stocks were held and sold in a taxable account. IRA, 401k, 403b, 457b are tax advantaged accounts and you can sell shares in them without triggering capital gains taxes. The taxable event for tax advantaged accounts is when you take money out of the account...
by DSInvestor
Mon Aug 18, 2014 7:13 pm
 
Forum: Investing - Help with Personal Investments
Topic: Selling 2 Individual Stocks in a VG Brokerage Roth IRA
Replies: 16
Views: 773

Re: Question about Backdoor Roth

the backdoor Roth IRA combines two actions: 1) Contribution to Traditional IRA which is not subject to income limits. Depending on coverage by employer plan and MAGI, the TradIRA contributions may be deductible or non-deductible. Non-deductible contributions are IRA basis. If married filing jointly,...
by DSInvestor
Mon Aug 18, 2014 9:50 am
 
Forum: Investing - Help with Personal Investments
Topic: Question about Backdoor Roth
Replies: 3
Views: 214

Re: Vanguard options with 11k to invest - proper format

With that pile of money in taxable account for investing, I would consider maxing out 403b plans for 17.5K each. Your paycheck will be reduced and if it isn't enough to cover your expenses, use the cash in the taxable account to make up the difference. You'd save some fed and state taxes and effecti...
by DSInvestor
Mon Aug 18, 2014 8:57 am
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard options with 11k to invest - proper format
Replies: 9
Views: 599

Re: Selling 401k questions

Have you made any Roth IRA contributions? Roth IRA contribution basis can be withdrawn tax free and penalty free.
What about stopping 401k contributions to increase cash flow?
by DSInvestor
Sun Aug 17, 2014 9:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Selling 401k questions
Replies: 11
Views: 601

Re: Vanguard options wiht 11k to invest

Welcome to the forum. You do not need to tweak, you need to save and save aggressively. In the early years of accumulation, your savings rate will have a much larger impact on the growth of your portfolio than the funds that you invest in. Use a LifeStrategy fund or Target Retirement fund that match...
by DSInvestor
Sun Aug 17, 2014 8:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard options with 11k to invest - proper format
Replies: 9
Views: 599

Re: general q. on 3 fund portfolio

The three fund porfolio of Total Stock Market, Total International Stock Market and Total Bond Market holds small cap, small cap value, REIT, emerging markets at market weight. If you want to add a separate small cap value, REIT or Emerging Markets holding, you're overweighting those.
by DSInvestor
Sun Aug 17, 2014 7:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: general q. on 3 fund portfolio
Replies: 5
Views: 566

Re: Help with Roth IRA recharacterization & conversion

From your early threads, it seems that you're both covered by an employer plan which means the income limits to take the Traditional IRA tax deduction come into play. If your income is too high for Roth IRA contributions, it will be too high for any Traditional IRA tax deduction. This means that you...
by DSInvestor
Sun Aug 17, 2014 6:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Roth IRA recharacterization & conversion
Replies: 3
Views: 197

Re: Mortgage or pay cash

real estate in my area is pretty hot right now and I'm not in a crazy area like SF Bay Area. People are receiving multiple offers at asking price or above and cash offers are winning over mortgage offers. Something to consider if they really want a house and expect to be competing with other bidders...
by DSInvestor
Sun Aug 17, 2014 9:15 am
 
Forum: Personal Finance (Not Investing)
Topic: Mortgage or pay cash
Replies: 9
Views: 1162

Re: VMMXX ?

MMF sweep accounts for Vanguard brokerage services (VBS) accounts do not have a minimum. If your MMF is not a sweep account then I believe the 3K minimum applies. You do not need to use MMF to buy Vanguard mutual funds . You can the Vanguard mutual funds directly. If you link your vanguard mutual fu...
by DSInvestor
Sun Aug 17, 2014 8:17 am
 
Forum: Investing - Help with Personal Investments
Topic: VMMXX ? [Vanguard Prime Money Market Fund]
Replies: 2
Views: 592

Re: LS vs. 2 or 3 fund, etc. and ETF's.

Lifestrategy is a good way to start particularly if you don't have 9K to get meet the minimum initial investments for TSM, TISM and TBM mutual funds. IMO, Mutual funds are much easier to work with than ETFs. Mutual fund transactions can be automated which saves time if you're investing monthly. I wo...
by DSInvestor
Sat Aug 16, 2014 12:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: LS vs. 2 or 3 fund, etc. and ETF's.
Replies: 10
Views: 863

Re: Real world mechanics of a "backdoor" Roth

For purposes of clarification, the pro rate rule applies for traditional IRAs, not pre-existing Roth IRAs -- is that correct? Again, I have a pre-existing Roth IRA, so I do no want to touch upon the pro rata rule if I can avoid it. The prorata rule does not look at assets in Roth IRA. It looks at a...
by DSInvestor
Wed Aug 13, 2014 4:20 pm
 
Forum: Investing - Help with Personal Investments
Topic: Real world mechanics of a "backdoor" Roth
Replies: 11
Views: 1341

Re: Is the 401k 10% early withdrawal penalty worth it?

If you're not saving enough to max out all available tax advantaged space AND make a sizeable taxable contribution then you're probably not saving enough to retire early anyway, so the question is kind of irrelevant. Explain how 50k+ per year of retirement savings for the next 15-20 years is not en...
by DSInvestor
Wed Aug 13, 2014 12:27 pm
 
Forum: Personal Finance (Not Investing)
Topic: Is the 401k 10% early withdrawal penalty worth it?
Replies: 32
Views: 1454

Re: What to do with old Annuity

It's one thing to move to a lower cost annuity at Vanguard but it's another to add to it. Assuming you're maxing out 401k/403b/457b at work and IRAs, I would direct excess contributions to a taxable account instead of a variable annuity. If the annuity balance drops below your purchase amount, I wou...
by DSInvestor
Wed Aug 13, 2014 12:28 am
 
Forum: Investing - Help with Personal Investments
Topic: What to do with old Annuity
Replies: 12
Views: 1081

Re: Help!! Can some one explain tax loss harvesting

realized capital losses can offset capitals of any amount. If you realize $1MM in losses and have 900K in realized gains, the loss offsets the entire 900K capital gain to give you a net capital loss of -100K. Use 3K to reduce ordinary income and -97K loss carries forward to next tax year. Next year,...
by DSInvestor
Tue Aug 12, 2014 10:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help!! Can some one explain tax loss harvesting
Replies: 16
Views: 1064

Re: tax efficient help with VGSIX and VIPSX

Riptide, your portfolio is in TSP and taxable accounts and maybe savings accounts too. From one of your earlier posts, you've indicated that you have a low-mid 6 digit portfolio, some of it inherited. I think you may be focused just on using your paycheck money for Roth IRA contributions. Roth IRA c...
by DSInvestor
Tue Aug 12, 2014 9:31 am
 
Forum: Investing - Help with Personal Investments
Topic: tax efficient help with VGSIX and VIPSX
Replies: 11
Views: 749

Re: Tricky Tax: Backdoor Roth + Simple IRA

I'm confused. If we file taxes jointly, how does this work? Sorry I'm still learning backdoor Roth The 8506 forms to track IRA non-deductible contributions (IRA basis) are separate for each SSN. You may file a joint tax return but if you both have make non-deductible IRA contributions (IRA basis), ...
by DSInvestor
Tue Aug 12, 2014 9:01 am
 
Forum: Personal Finance (Not Investing)
Topic: Tricky Tax: Backdoor Roth + Simple IRA
Replies: 14
Views: 1051

Re: tax efficient help with VGSIX and VIPSX

Thank you DsInvestor for the help Sir!! I will now re-balance with my Tsp if I ever need to (It will be the first time). And, i now have half my tsp in the G fund! I never thought the G fund was worth anything! :shock: Can I ask why you suggest C fund in the Tsp and not the small Cap S Fund? My exa...
by DSInvestor
Tue Aug 12, 2014 8:51 am
 
Forum: Investing - Help with Personal Investments
Topic: tax efficient help with VGSIX and VIPSX
Replies: 11
Views: 749

Re: tax efficient help with VGSIX and VIPSX

riptide, the portfolio percentages are presented in a way that the entire portfolio adds up to 100%. Each holding is represented as a percentage of total portfoliio total rather than account total. In my example, TSP is 20% of the total portfolio but it is 50% of TSP. Maybe you'll understand it bett...
by DSInvestor
Tue Aug 12, 2014 8:23 am
 
Forum: Investing - Help with Personal Investments
Topic: tax efficient help with VGSIX and VIPSX
Replies: 11
Views: 749

Re: tax efficient help with VGSIX and VIPSX

What about dropping TIPS fund and use TSP G fund for 100% of the bond allocation. Hold REIT Index fund in your Roth IRA. Are you maxing out TSP and Roth IRA contributions every year? Ok, I can drop Tips and use G fund for 100% bond, but that is a separate account (my TSP) from my brokerage account ...
by DSInvestor
Mon Aug 11, 2014 6:05 pm
 
Forum: Investing - Help with Personal Investments
Topic: tax efficient help with VGSIX and VIPSX
Replies: 11
Views: 749

Re: Quickest Way to Deposit a Large Sum with Vanguard

Is a wire transfer not the same as an electronic transfer? No electronic transfer is ACH (Automatic Clearing House) and there are no fees charged by the bank or Vanguard. In the past, purchases by ACH took 2 days but I think Vanguard now has same day pricing. Wire transfer is faster but there may b...
by DSInvestor
Mon Aug 11, 2014 3:25 pm
 
Forum: Personal Finance (Not Investing)
Topic: Quickest Way to Deposit a Large Sum with Vanguard
Replies: 22
Views: 2492

Re: Quickest Way to Deposit a Large Sum with Vanguard

I'm selling a property and am going to have a sum of money (mid 6 figures) to invest with Vanguard. What is the best strategy for getting the money as quickly as possible to them? 1) Deposit a check made out to me in my checking account. Then do an E transfer directly to Vanguard. Instead of having...
by DSInvestor
Mon Aug 11, 2014 3:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Quickest Way to Deposit a Large Sum with Vanguard
Replies: 22
Views: 2492

Re: tax efficient help with VGSIX and VIPSX

What about dropping TIPS fund and use TSP G fund for 100% of the bond allocation. Hold REIT Index fund in your Roth IRA. In the taxable account, you'd exchange all your TIPS fund for something tax efficient like TSM or TISM. In TSP, you'd exchange your TSP C/S funds for G fund. If both of these tran...
by DSInvestor
Mon Aug 11, 2014 10:49 am
 
Forum: Investing - Help with Personal Investments
Topic: tax efficient help with VGSIX and VIPSX
Replies: 11
Views: 749

Re: Admiral Shares

jdilla1107 wrote:Many Admiral shares are available at Wells Fargo. I currently own VFIDX in an IRA, for example.


Admiral shares of Vanguard Index funds are only available at Vanguard.
Admiral shares of other Vanguard funds are available at other firms.
by DSInvestor
Mon Aug 11, 2014 10:43 am
 
Forum: Investing - Help with Personal Investments
Topic: Admiral Shares
Replies: 8
Views: 1243

Re: Admiral Shares

With 20K in each account held at Vanguard, you can get Admiral shares of Vanguard Index funds which have a 10K minimum. The 50K minimum applies to admiral shares of actively managed Vanguard funds. But are Admiral shares for the index funds now available at Wells Fargo? I don't think they are avail...
by DSInvestor
Sun Aug 10, 2014 11:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Admiral Shares
Replies: 8
Views: 1243

Re: Admiral Shares

Say the admiral amount for a fund I am interested in is 50k. Say I have 20k in Trad Ira, 20k in roth, and 20k in taxable. With a wells fargo brokerage, if I invest 60k across these three accounts, should I be able to convince someone I should be able to get admiral shares? You need the 50K minimum ...
by DSInvestor
Sun Aug 10, 2014 11:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Admiral Shares
Replies: 8
Views: 1243

Re: How to change funds in Vanguard roth IRA

Hello, Does anyone know how to change your funds in a Vanguard roth IRA? I currently hold a small amount in a Vanguard roth IRA...just opened it this year. The fund I hold is LifeStrategy Growth (VASGX). I would like finer control over it, but wasn't sure exactly what I was doing when I opened it. ...
by DSInvestor
Sun Aug 10, 2014 11:45 am
 
Forum: Investing - Help with Personal Investments
Topic: How to change funds in Vanguard roth IRA
Replies: 5
Views: 368

Re: Which 4 door with 250+ hp

Why is it bad for my financial health. Unless I am completely missing something with my deprecation logic, $200 per month seems reasonable for a car. You're young and early in your accumulation phase. Buying a car or new car every 5 years diverts lots of money that would otherwise go to other poten...
by DSInvestor
Sat Aug 09, 2014 12:28 pm
 
Forum: Personal Consumer Issues
Topic: Which 4 door with 250+ hp
Replies: 83
Views: 6007

Re: Which 4 door with 250+ hp

As I'm trying to decide on a budget, and whether to pay cash I think I should take depreciation into account. Is depreciation predictable in most of these cars? If I want to keep the car about 5 years I can afford a total depreciation of $10,000 to $12,000 or about $2,000 to $2,500 per year during ...
by DSInvestor
Sat Aug 09, 2014 10:42 am
 
Forum: Personal Consumer Issues
Topic: Which 4 door with 250+ hp
Replies: 83
Views: 6007

Re: Maxing roth 401k vs trad 401k in high income tax bracket

If you have a goal of early retirement and very high savings rate, you may be maxing out all retirement accounts and investing in taxable accounts. If you retire early without a pension, there may be many years that you can convert your Traditional IRA assets to Roth for little or no tax cost before...
by DSInvestor
Sat Aug 09, 2014 7:50 am
 
Forum: Investing - Theory, News & General
Topic: Maxing roth 401k vs trad 401k in high income tax bracket
Replies: 13
Views: 1245

Re: Which 4 door with 250+ hp

I hear the Suburu WRX is a rocket. There aren't too many cars like it at that price range. Did you drive the Suburu BRZ (2 door)? My friends who commute distances like yours like to use hybrid cars like Prius. They're in California (SF Bay Area) and enjoy single occupant access to HOV commuter lanes...
by DSInvestor
Sat Aug 09, 2014 7:33 am
 
Forum: Personal Consumer Issues
Topic: Which 4 door with 250+ hp
Replies: 83
Views: 6007

Re: What to do with old Annuity

The 5K of earnings will not be "capital gains" and cannot get the capital gains tax rates. It will be taxed as ordinary income. Early withdrawal penalty may apply if under age 59 1/2.If your annuity is high cost, you can transfer it to a low cost annuity at Vanguard using a 1035 exchange i...
by DSInvestor
Fri Aug 08, 2014 6:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: What to do with old Annuity
Replies: 12
Views: 1081

Re: Avoid Vanguard FundAccess Fees?

If they like the Oakmark Equity and Income fund which has roughly 60/40 AA, they may like Vanguard Wellington (VWELX Investor, VWENX Admiral) which also has 60/40 AA and had similar performance and much lower expense ratio and no Fund Access transaction fee. Here's a growth chart comparing the Oakma...
by DSInvestor
Fri Aug 08, 2014 8:19 am
 
Forum: Investing - Help with Personal Investments
Topic: Avoid Vanguard FundAccess Fees?
Replies: 11
Views: 903

Re: Recommendation for a 2 man tent

I'm very happy with our REI Half Dome 2 Plus with footprint. If you're near Seattle, check out the basement of the flagship store which is where they sell returned items for substantial discounts every day. You can buy new upstairs but you may get lucky and find exactly what you want downstairs in a...
by DSInvestor
Thu Aug 07, 2014 8:07 pm
 
Forum: Personal Consumer Issues
Topic: Recommendation for a 2 man tent
Replies: 23
Views: 1116

Re: Traditional, Roth 401(k) rollovers, conversions, limits?

Rollovers to IRA do not consume IRA contribution space. There is no limit to how much you can rollover from Traditional 401k to Traditional/Roth IRA. You can rollover $500MM from Traditional 401k to Rollover IRA non-taxable and still contribute $5500 to Traditional IRA or Roth IRA. There is no limit...
by DSInvestor
Thu Aug 07, 2014 5:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Traditional, Roth 401(k) rollovers, conversions, limits?
Replies: 3
Views: 307
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