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I have 3 children ages 21, 19 and 18 that I want to sent up
I have 3 children ages 21, 19 and 18 that I want to sent up the best type retirement account. Can you direct me to the best way to start? Thanks… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,216 satisfied customers
I'm married filing joinly in 22% (6% state) bracket. Max out
I'm married filing joinly in 22% (6% state) bracket. Max out Roth IRAs, HSA, 403b. 10 years from retirement. On track for very comfortable retirement. Could Max out two 457 plans at $50K for next 10 y… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,216 satisfied customers
My question pertain to how to complete your taxes to show
My question pertain to how to complete your taxes to show contribution to a non-deductible IRA and then convert to Roth IRA. My spouse does not work and I want to take advantage of the non-spousal IRA… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,367 satisfied customers
Thank you in advance for any help! Background: I am a
Hello and thank you in advance for any help!Background: I am a self-employed sole proprietor (no employees) with estimated net profit of $115,000 for 2018 and am looking to maximize my tax-deferred sa… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,367 satisfied customers
In 2015 I left my job. At that time I had a Vanguard 401K
In 2015 I left my job. At that time I had a Vanguard 401K with about 30K. Roughly 18K of that amount was Roth funds because I had switched to Roth contributions while I was with that previous employer… read more
Mark Anderson
Mark Anderson
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Doctoral Degree
209 satisfied customers
I am married; 66; retired from work 2 years ago; $450000 in
I am married; 66; retired from work 2 years ago; $450000 in savings ($350000 in 401k Rollover IRA, $50000 in Roth IRAs and $50000 cash). I want to take advantage of the current 12% Tax bracket. At thi… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,367 satisfied customers
Here goes... I have 2 sub accounts with Vanguard that are a
here goes... I have 2 sub accounts with Vanguard that are a mix of 401K rollovers (pre and post tax contributions) and IRA (post tax contributions that were declared as deductions on my annual income … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,865 satisfied customers
My wife is converting money from an ESOP from a former
My wife is converting money from an ESOP from a former employer to a Roth IRA? We have not completed the rollover yet but need to determine how much money to put into the Roth IRA and how much to pay … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
3,865 satisfied customers
I have a client who makes 100k as a professor and his wife
I have a client who makes 100k as a professor and his wife earns $50k as a music teacher and owner of her business with no 401k offered. He participated and maximized his 2015 401-k deferral for $24k.… read more
Lev
Lev
Tax Advisor
Bachelor's Degree Equivalent
40,367 satisfied customers
I have 401K which I did not roll over to anything yet.
I have 401K which I did not roll over to anything yet. First, is it mandatory to roll over? If yes, what would be the best option to roll it over to (traditional IRA vs ROTH IRA), as being unemployed … read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
4,216 satisfied customers
In CY2013 I took an early withdrawal from my Etrade
Hello! In CY2013 I took an early withdrawal from my Etrade IRA ($9,600) - During that same year I moved all of that money to a Fidelity 401K Retirement Account where I had a loan - Do I owe taxes and … read more
Marvin,EA
Marvin,EA
Enrolled Agent
Bachelor's Degree
1,663 satisfied customers
i have a 401 k account from my previous employer years ago
i have a 401 k account from my previous employer years ago in a bank. now i have another 401 k account with my next employer in another bank. and with the second bank, i also have a roth ira account. … read more
ShawnA
ShawnA
CEO
Bachelor's Degree
2,450 satisfied customers
Hello, I have recently separated from employment and have
Hello, I have recently separated from employment and have a pension plan worth 13K that I must either rollover into a traditional IRA or take a cash payout on. I do not have a traditional IRA, I have … read more
jgordosea
jgordosea
Enrolled Agent
Bachelor's Degree
2,885 satisfied customers
I am considering converting the after-tax portion of a 401k
I am considering converting the after-tax portion of a 401k into a Roth IRA and the pre-tax portion into a traditional IRA. From what I can tell the IRS seems to not have clearly weighed in as to whet… read more
Lev
Lev
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Bachelor's Degree Equivalent
40,367 satisfied customers
HELLO, I JUST TOOK OUT A 401K LOAN FOR $20,000 AND I WAS TOLD
HELLO, I JUST TOOK OUT A 401K LOAN FOR $20,000 AND I WAS TOLD THAT I WILL BE PAYING MYSELF INTEREST AND NOT A BANK. IF THAT IS THE CASE, WHY SHOULD YOU HAVE TO PAY INTEREST AT ALL? IS THAT AN IRS REQU… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,659 satisfied customers
My husband and I are retiring in a few months. He has a 401k
My husband and I are retiring in a few months. He has a 401k that we've been making contributions to. We are trying to understand what we need to do to retrieve the funds from the 401k, withdraw a por… read more
Merlo
Merlo
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I am trying to understand the tax implications of converting
I am trying to understand the tax implications of converting a traditional IRA to a Roth IRA. My income this year will be $127,785. I will contribute $10712 to a pretax 401K. I am single with no depen… read more
Merlo
Merlo
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558 satisfied customers
My new wife and I are creating a financial plan. Here is ...
My new wife and I are creating a financial plan. Here is our info: - We are a high-income home (over 200K/year), so our investment choices are slim. - We max-fund my 401K through my job. - We understa… read more
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