Search found 3 matches

by poh
Sun Aug 13, 2017 1:04 am
Forum: Investing - Help with Personal Investments
Topic: Roll Over IRA transfer in-kind tax consequences
Replies: 6
Views: 514

Re: Roll Over IRA transfer in-kind tax consequences

If fund A is in an IRA and you sell it with the money from the sale staying in the IRA, then there are no tax consequences generally. If money is in an IRA and you buy fund B in the IRA, then there are no tax consequences. An IRA can be a brokerage account. A Roth IRA can be a brokerage account. A ...
by poh
Sun Aug 13, 2017 12:59 am
Forum: Investing - Help with Personal Investments
Topic: Roll Over IRA transfer in-kind tax consequences
Replies: 6
Views: 514

Re: Roll Over IRA transfer in-kind tax consequences

It is unclear what your situation is. Did you intend for the money to remain in an IRA? Is the money currently in an IRA? If not, has it been 60 days since this happened? Was anything withheld for taxes when this transfer occurred? Do you still have copies of the form you signed to transfer the mon...
by poh
Sat Jul 29, 2017 11:13 pm
Forum: Investing - Help with Personal Investments
Topic: Roll Over IRA transfer in-kind tax consequences
Replies: 6
Views: 514

Roll Over IRA transfer in-kind tax consequences

Hi everyone I had TRRJX (TRowprice Target Retirement 2035 fund) with TRowPrice which was a 401k rolled over to Traditional IRA. Also, I have with a Vanguard VTTHX (Target Retirement 2035 fund) which is a 401k rolled over to Traditional IRA. Recently, I transferred in-kind TRRJX funds from TRowPrice ...