Search found 5 matches

by srcolesrcole
Fri Nov 20, 2015 1:22 pm
Forum: Investing - Help with Personal Investments
Topic: Roth Conversions and IRA Distributions - Need Help with Strategy!!
Replies: 5
Views: 664

Re: Roth Conversions and IRA Distributions - Need Help with Strategy!!

Thank you for the reply. I have executed 25K for the Roth conversion and will probably take out 15 to 20K from the Roth. These will be initial contributions. Thanks Again. It sucks, I always said I wouldn't touch it before hand but here I go, at least the true cost is more opportunityn cost then rea...
by srcolesrcole
Sun Nov 01, 2015 11:45 am
Forum: Investing - Help with Personal Investments
Topic: Roth Conversions and IRA Distributions - Need Help with Strategy!!
Replies: 5
Views: 664

Roth Conversions and IRA Distributions - Need Help with Strategy!!

OK, any advice/suggestions/ways to improve the following would be greatly appreciated This has been a bad year financially (Unemployed for the first time in 12 Years) and I wanted to take advantage of the situation by doing a Roth Conversion from my rollover IRA and possibly taking a distribution fr...
by srcolesrcole
Mon Jul 21, 2014 12:05 pm
Forum: Investing - Help with Personal Investments
Topic: Self Employed - Roth Contribution for Sep and solo 401K
Replies: 15
Views: 1397

Self Employed - Roth Contribution for Sep and solo 401K

Quick question. If a self employed individual has either a SEP IRA or Solo 401K, it is my understanding that they can still contribute to a Roth IRA as long as their not over the income thresholds in regards to Roth Contributions. Just want to double check? Also for the aggressive saver, who wants t...
by srcolesrcole
Tue Jan 29, 2013 10:15 am
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for Portland, Oregon
Replies: 106
Views: 27122

Re: Portland, Oregon Meeting?

It wouldn't hurt to ask five years later. Did you ever get your meeting :happy

If not, feel free to reach out at 206-359-1319. I live and work in Portland and would be interested in attending any regular scheduled meetings or a small working group if you know of others.

Cheers. Steve Cole
by srcolesrcole
Wed Jan 23, 2013 10:52 am
Forum: Investing - Help with Personal Investments
Topic: Floating Rate Bank Loans - Are they available on Vanguard??
Replies: 3
Views: 589

Floating Rate Bank Loans - Are they available on Vanguard??

Any ideas on how to access the senior rate bank loan or floating rate bank loan products via the Vanguard Platform. I don't believe Vanguard has a floating bank loan product and as far as I can tell most of the other fund distributors on the Vanguard Platform have loads or very high minimums to get ...

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