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I have an IRA with $255K in it. $240K are from old employer
Hi,I have an IRA with $255K in it. $240K are from old employer 401K's that I rolled over. The other $15K is after-tax non-deductible contributions that I put in with the intention of doing a backdoor … read more
Lev
Lev
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I turned 70 1/2 in 2018. I also arranged for a rollover of
I turned 70 1/2 in 2018. I also arranged for a rollover of my company 401k (including pre tax and after tax amounts) with TRowePrice to a rollover IRA and a Roth IRA in 2018. changed my TRowePrice pro… read more
Lev
Lev
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31,870 satisfied customers
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
Lev
Lev
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I have a 401k that allows for an in service withdrawal. In
I have a 401k that allows for an in service withdrawal. In the plan I have after tax contributions and pretax contributions. The 401k company will send me a check for the after tax portion direct to m… read more
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I am 62 yrs old and received a distribution from my
I am 62 yrs old and received a distribution from my company's Roth 401k, can I do a "roll over" with the funds by depositing them into my personal Roth IRA with in 60 days? Thanks,Skip… read more
Robin D.
Robin D.
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I am over 70 1/2 and still working and contributing to a
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Lev
Lev
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I have already tax paid (post tax) contributions to
I have already tax paid (post tax) contributions to traditional IRAs. When taking a distribution, I'm supposed to add together all my IRAs for the total value on Dec 31 of the previous year. Q: Do I a… read more
Lev
Lev
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tax question when i turn 70 in 1 1/2 its my understanding
tax question when i turn 70 in 1 1/2 its my understanding i have to take some payment from my 401 and roth ira. how much do i have to take each year . i have about 300K/yr income from other investment… read more
Lev
Lev
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Bachelor's Degree Equivalent
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Hello- Im trying to figure out a tax question. I have a: •
Hello- I'm trying to figure out a tax question. I have a: • ***** *****cock 401k: $182,000 • eTrade Roth IRA: $9,000 Question: I'm thinking of rolling over my ***** *****cock 401k into an IRA (I no lo… read more
Lev
Lev
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I will turn 70 in Februay. I am currently invested in a 401
I will turn 70 in Februay. I am currently invested in a 401 k plan with my empolyer. Is it mandatory to start taking money from my 401 k in February? If I rollover my 401 k to a money market or IRA do… read more
Lev
Lev
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When I retired I rolled over my Fidelity 401K from a company
When I retired I rolled over my Fidelity 401K from a company account to a private Fidelity account--never touching the money. At the time I had (approx) $250,000 in pre-tax and $50,000 in post-tax sav… read more
Lev
Lev
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I am doing the tax return of someone who got a 1099-R for a
I am doing the tax return of someone who got a 1099-R for a rollover from a Roth 401k to a Roth IRA. Client is 34 years old and has only been contributing to the Roth 401k for 3 years. Gross rollover … read more
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Lev
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i will turn 73 in 2011-i made my rmd tax payment for 2010-
i will turn 73 in 2011-i made my rmd tax payment for 2010- if i am still working and have a company 401k am i required to continue making rmd payments?… read more
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I have a 401k account with GE consisting entirely of GE stock
I have a 401k account with GE consisting entirely of GE stock worth over $200,000 . $7000 of it consists of after tax dollars that I spent for stock. If I roll the entire amount into an IRA can I put … read more
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I want to rollover some money from a 401k to a roth IRA and
I want to rollover some money from a 401k to a roth IRA and need guidance on the details of what is permitted by the IRS. Is this something i can get help with here?… read more
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In 2006 my wife and I purchased a MINORITY share of a ...
In 2006 my wife and I purchased a MINORITY share of a privately held California S corporation. I took a Roth IRA withdrawl, in the form of a check made out directly to the seller of stock, to purchase… read more
Marvin,EA
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I have a 401(k) plan with before tax and after tax ...
I have a 401(k) plan with before tax and after tax accounts. Total is say $200,000 and Cost basis (my after tax contributions without earnings) is $40,000. I am 62. I only want to take Required Minimu… read more
Bill
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tHIS YEAR (2006) i TURNED 701/2 AND MUST MAKE A ...
tHIS YEAR (2006) i TURNED 701/2 AND MUST MAKE A " REQUIRED MINIMUM DISTRIBUTION" FROM MY 401K AND IRA. CAN THE CAN THE REQUIRED DISTRIBUTIONS BE ADDED TOGETHER AND TAKEN FROM ONLY THE 401K. mY REQUIRE… read more
Lev
Lev
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Bachelor's Degree Equivalent
31,870 satisfied customers
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