Search found 10 matches

by CincySkyline
Mon Mar 23, 2020 3:33 pm
Forum: Personal Investments
Topic: Solo 401K Roth
Replies: 11
Views: 347

Re: Solo 401K Roth

Solo 401k and Roth IRA are separate plans and separate contribution limits. In fact, you're allowed to contribute to both a Solo 401k and a Roth IRA. The only thing you need to take advantage of the higher contribution limits of solo 401k is the solo 401k account (assuming you're eligible for one)....
by CincySkyline
Mon Mar 23, 2020 3:11 pm
Forum: Personal Investments
Topic: Solo 401K Roth
Replies: 11
Views: 347

Re: Solo 401K Roth

- Very good question...thank you VERY much. - My answer: To take advantage of the higher Annual Contribution Limits allowed in a Solo 401k Roth, than in a normal Roth IRA. - I guess I'll end-up doing exactly as you say...(simply Rollover my current Roth IRA from a high-priced company to Vanguard) -...
by CincySkyline
Mon Mar 23, 2020 3:02 pm
Forum: Personal Investments
Topic: Solo 401K Roth
Replies: 11
Views: 347

Re: Solo 401K Roth

- Very good question...thank you VERY much. - My answer: To take advantage of the higher Annual Contribution Limits allowed in a Solo 401k Roth, than in a normal Roth IRA. - I guess I'll end-up doing exactly as you say...(simply Rollover my current Roth IRA from a high-priced company to Vanguard) - ...
by CincySkyline
Mon Mar 23, 2020 2:36 pm
Forum: Personal Investments
Topic: Solo 401K Roth
Replies: 11
Views: 347

Re: Solo 401K Roth

Thanks VERY much!
What about AFTER age 591/2? Can it be done then?
by CincySkyline
Sun Mar 22, 2020 11:24 pm
Forum: Personal Investments
Topic: Solo 401K Roth
Replies: 11
Views: 347

Re: Solo 401K Roth

Assuming you are asking about a Roth IRA, no you cannot rollover a Roth IRA to a 401k. You can only transfer it to another Roth IRA. So, I guess then, I could set-up a Roth option in my current Solo 401K...THEN I could Rollover my current Roth into my new Roth in my current Solo 401K...am I correct?
by CincySkyline
Sun Mar 22, 2020 10:34 pm
Forum: Personal Investments
Topic: Solo 401K Roth
Replies: 11
Views: 347

Solo 401K Roth

Y'all,
Can I take my Roth, and place it into my Solo 401K?
Thanks!
by CincySkyline
Fri Feb 14, 2020 9:23 pm
Forum: Personal Investments
Topic: Buying Vanguard Funds
Replies: 13
Views: 978

Re: Buying Vanguard Funds

Nate79 wrote:
Fri Feb 14, 2020 9:10 pm
CincySkyline wrote:
Fri Feb 14, 2020 9:09 pm
under management
Wouldn't you ask your money manager to do this for you? That's why you pay them an arm and a leg. :shock:
He said, yes, if Vanguard has an 'agreement w/RJ.
by CincySkyline
Fri Feb 14, 2020 9:09 pm
Forum: Personal Investments
Topic: Buying Vanguard Funds
Replies: 13
Views: 978

Re: Buying Vanguard Funds

under management
by CincySkyline
Fri Feb 14, 2020 8:56 pm
Forum: Personal Investments
Topic: Buying Vanguard Funds
Replies: 13
Views: 978

Buying Vanguard Funds

Hey Folks,
Can I buy Vanguard Mutual Funds with money from my Raymond James accounts? Thank You.
by CincySkyline
Thu Feb 13, 2020 10:09 pm
Forum: Personal Investments
Topic: Help Me Break Free From Raymond James
Replies: 47
Views: 14188

Re: Help Me Break Free From Raymond James

Folks, Can you buy Vanguard ETFs with money in your RJ Accounts?