Bogleheads.org

Victoria, Regarding your question about sending the hypothetical $25 to your IRA account yourself and calling it a rollover, I think you could, but you can only do this once a year, I believe. (Edit -- maybe this is only for Roth conversion) Regarding changing from non qualified to qualified during ...

I am having TSP send a monthly amount to my Vanguard rollover IRA. No taxes are withheld, and none due. I do not need RMDs yet. It took me a long time to figure this out, but I did encounter a very helpful TSP rep. The trick to having a rollover distribution is that it must be a full withdrawal, and...

Thank you for relating your experiences. I am more comfortable and less comfortable about it at the same time. I live in the "sticks" so I may have to travel hundreds of miles to get to the main bank (that will work although my account is at the branch, right?) I also see major problems ah...

Thank you for your replies. The link to BankersOnline was informative. I can see why banks don't want to bother with it, but it is very inconvenient to change banks just for this service. Furthermore, I am certainly not transferring even close to $100K. Does anyone have an idea regarding how common ...

Hello, I am a first time poster. I would like to sell a Tweedy Browne Roth IRA mutual fund and transfer the proceeds into my Vanguard Roth IRA (to purchase a different fund), but discovered I must make the request to TB with a Medallion guaranteed signature. About a year ago I obtained such a guaran...