Search found 4 matches

by 5head
Mon Jun 19, 2017 4:21 pm
Forum: Investing - Help with Personal Investments
Topic: Seeking 2017 IRA contribution clarification
Replies: 7
Views: 391

Re: Seeking 2017 IRA contribution clarification

Hi -

I do have a Roth IRA and a traditional IRA. I have not contributed for 2017.
If I understand correctly, I can NOT do a backdoor Roth IRA.

Thanks!
5head
by 5head
Mon Jun 19, 2017 1:29 pm
Forum: Investing - Help with Personal Investments
Topic: Seeking 2017 IRA contribution clarification
Replies: 7
Views: 391

Re: Seeking 2017 IRA contribution clarification

Hi all – Thank you for the input. My MAGI appears to be above $118k. My employer may send me to a country that does not have a tax treaty with the US but I don’t know when this will occur (if at all for this year) and my contract and salary will be changed to reflect the various benefit changes. The...
by 5head
Mon Jun 19, 2017 9:38 am
Forum: Investing - Help with Personal Investments
Topic: Seeking 2017 IRA contribution clarification
Replies: 7
Views: 391

Seeking 2017 IRA contribution clarification

Subject: Seeking 2017 IRA contribution clarification Hello – I have a question about 2017 IRA contribution and seeking clarification of what I understand – Tax File Status: Single Gross salary: $118,000/year Age: Under 50 Question #1: I’m I allowed to contribute the full $5,500 into a Roth IRA? If n...
by 5head
Mon Jun 19, 2017 9:35 am
Forum: Investing - Help with Personal Investments
Topic: Seeking 401k rollover advice
Replies: 5
Views: 268

Seeking 401k rollover advice

Subject: Seeking 401k rollover advice Hello – I am seeking 401k rollover advice from previous employer 401k to new employer 401k. New employer contributes 50% up to 8%. Portfolio breakdown – Old Employer (percent, fund name, ticker symbol, expense ratio) – 32.91%, Fidelity 500 Index Fund - Instituti...

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