Search found 3 matches

by Pigeye Brewster
Mon Oct 16, 2017 12:24 pm
Forum: Investing - Help with Personal Investments
Topic: Is it possible to have a Traditional 401(k), Roth 401(k), Traditional IRA, and a Roth IRA account at the same time?
Replies: 23
Views: 1104

Re: Is it possible to have a Traditional 401(k), Roth 401(k), Traditional IRA, and a Roth IRA account at the same time?

The second question is, assuming the answer to the first question is yes, can I rollover the $14,000 after tax contribution to a Roth 401k within my company? I realize I will pay taxes on any earnings. But I was wondering if I am allowed to do so in the first place, especially considering that I ha...
by Pigeye Brewster
Fri Oct 06, 2017 3:39 pm
Forum: Personal Finance (Not Investing)
Topic: Mega Backdoor Roth questions and is it worth it?
Replies: 9
Views: 649

Re: Mega Backdoor Roth questions and is it worth it?

Since she's an HCE, her after-tax contributions will be subject to ACP testing.
by Pigeye Brewster
Thu Oct 05, 2017 7:50 pm
Forum: Investing - Help with Personal Investments
Topic: Any reason to not transition my vanguard IRA and taxable mutual fund accounts to Brokerage Accounts
Replies: 8
Views: 1142

Re: Any reason to not transition my vanguard IRA and taxable mutual fund accounts to Brokerage Accounts

I received the email invitation to upgrade a couple of days ago. My assumption was that it would be a seamless transition since Vanguard already has all my account information, but when I clicked on the "Upgrade" button it was pretty much as if I wasn't already a Vanguard customer, i.e. none of the ...