Opened new Sim IRA for rollover from empl retiremnt plan Did not roll Get...
Married Age 58 Husband self employed No retirement Plan Did not deposit anything into the simple IRA when I opened it in January 2007. So it sits there with a zero balance. Should I put in after tax...
View ArticleCan I rollover my entire 401(k) into a Roth IRA?
I did abbreviate the question a bit. My husband will retire and I will continue to work. So, his 401(K) will end and we have to roll it over. We do not want to leave it with the company. I wasn’t sure...
View ArticleIssue with a rollover from a Merrill Lynch fund in a company 401k plan?
I have a friend who has a 401k plan with his company. He has invested in the merrill lynch retirement preservation trust fund. he has been told he cannot roll this fund over because of a bankruptcy....
View ArticleCan you rollover a 401k without quiting your current job?
I hate how my 401k is being managed and want to roll it over into a IRA. Does anyone know how I would go about it?
View ArticleI recevied 2 1099R. One was for the rollover into an IRA and the other was...
If I use both it looks like a $37K distribution which is was only $19K. Not sure what to do? I’m using turbo tax.
View ArticleRollover Traditional IRA to Roth – How much Tax will I pay if Adjusted Gross...
Hi, I am a U.S. citizen living in Argentina as a permanent resident, with my wife (dual U.S./Argentinean citizen) and my son (dual as well). Almost all of my income qualifies for the Foreign earned...
View ArticleDo I deposit $5000 in my rollover IRA?
Hi, I have a rollover IRA in Etrade that I have not contributed to in a few years. The maximum I am allowed to contribute is $5000 for the year. Do I simply move $5000 from my bank to my Etrade IRA??...
View ArticleNot sure where my 401K rollover money. Current job doesn’t offer 401K. ?
I have about $ 6K from my last job in a 401K. My current employer doesn’t offer 401K. I’m not sure how to roll the money over into an IRA (?). I do not know who to call for help. I have searched on...
View ArticleIRA Rollover: Direct Rollover or Indirect Rollover; IRA Rollover Chart Rules
IRA Rollovers: Direct Rollover or Indirect RolloverIn simple terms, a rollover is a method of moving money from one type of retirement plan to another. This can be done without paying taxes or...
View ArticleShould I rollover my Pension to my current employer’s 401k?
I have a Pension from a former employer currently valued at just over $19,000 (if it matters, it is managed not by the employer but at a respected financial institution). The Pension currently earns a...
View ArticleSelf Directed iras Part 1 of 5 (New)
archive.constantcontact.com Sean@entrustcarolinasllc.com 1-866-750-0472 Follow us on Twitter twitter.com This video series is designed to help educate people about the benefits of having a Self...
View ArticleWhat do I do with my old 401K, invest in IRA or rollover into new 401K?
I recently switched jobs and have 3500 in my old companies 401K but since it is under 5k they are making me close the acct. Shoudl I roll it over into my new companies 401K (which I wont be able to do...
View ArticleGetting To Know The 401K Rollover
One of the main benefits that an employee can gain from signing up for a 401k retirement plan is that it can be used throughout his or her employment. In the event that the individual decides to change...
View ArticleRollover 401k to IRA, After tax dollars?
I have a 401k that includes before tax and after tax dollars. I plan to roll it over into an IRA (s). Can I roll the before tax dollars into a Tradational IRA and the after tax dollars into my existing...
View Article401k rollover to roth ira?
if someone wants to roll overtheir 401k into a roth ira? if someone wants to rollover their 401k into a roth ira their pretaxed 401k money will have to be turned into after taxed money durring the...
View ArticlePension rollover considerations?
I got laid off and am facing the options of how to deal with the pension, whether to rollover it to 401k or annuity. I’m in mid 40s and the pre-calculated annuity amount seems small to me. I also...
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Can I rollover a “Rollover IRA” into a SEP-IRA?
I want to consolidate my investment accounts into one for easier tracking, by moving all my Rollover IRA accounts into my SEP-IRA. Can this be done, and what are the disadvantages? I’m going to see an...
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