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I have read that you can only do only one 60 day rollover
I have read that you can only do only one 60 day rollover from your IRA account within a one year time frame (365 days from the time a rollover was done). My question pertains to 401-K plans. Can you … read more
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I have defaulted on a 401K loan from my previous employer. I
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I did a rollover from the 401k to the IRA for 50k. I purpose
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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
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If I take a withdrawal from my IRA and put it back in that
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I withdraw six times from my 401k investment last year. Within
I withdraw six times from my 401k investment last year. Within 2 months from my first withdraw, I paid it back. Does this means that I don't have to pay penalty and income tax for my first withdraw. H… read more
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can a nurse working for Kaiser Hospital in California roll
can a nurse working for Kaiser Hospital in California roll her 401k to an IRA while she is still working? If so, can she do that again the next year after making more 401k contributions?… read more
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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
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I rolled over a 401k from my employer to a tradional ira in
I rolled over a 401k from my employer to a tradional ira in 2011. is the amount in the 401k considered taxable income in 2011… read more
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I am doing the tax return of someone who got a 1099-R for a
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As a self-employed consultant with no employees, I have had
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I inherited a Roth IRA from my aunt in 2009 along with my brother
I inherited a Roth IRA from my aunt in 2009 along with my brother and sister. The account was held at Morgan Stanley. We opened inherited Roth IRAs at Morgan Stanley and each had our third of my aunt'… read more
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I recently rolled over a 401(k) from a previous employer into an IRA. I had a $30k outstanding loan at the time. Unfortunately, my brokerage firm told me I could roll the funds over and withhold money… read more
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