IRA Rollover

IRA Rollover Rules, Forms, and Solutions

Archive for May, 2009

Can I move funds in a ROTH IRA from one institution to another without incurring a sale or penalty?

May 27th, 2009 by IRA Rollover

cmsb705 asked:


I have funds in a Putnam IRA. These funds are corrupt and badly managed with high fees. Can I move them (for example, to Vanguard) without incurring a taxable distribution?

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Didn't Make It to the Post Office? Don't Worry

May 17th, 2009 by

You can still file your tax returns, send a payment, or submit an extension on the Web.

In about ten minutes or less, you can file your extension online. If you…

Source:Didn't Make It to the Post Office? Don't Worry

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Social Security & Medicare in Financial Distress

May 17th, 2009 by

Earlier this week Treasury Secretary Timothy Geithner revealed that the Social Security trust fund might be exhausted as early as 2037, which is four years earlier than the estimate last year! The main reason for this adjustment comes from the rising unemployment rate, which affects how much is being paid into the trust fund, tax [...]

Source:Social Security & Medicare in Financial Distress

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How to Protect 401(k)s and IRAs From Creditors – Wall Street Journal

May 17th, 2009 by

How to Protect 401(k)s and IRAs From Creditors
Wall Street Journal
There's some controversy about the language in the law, which says $1 million in IRA assets is protected in bankruptcy "without regard to amounts attributable to rollover contributions," Mr. Brown says. Most experts say that phrase should be

Source:How to Protect 401(k)s and IRAs From Creditors – Wall Street Journal

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Didn't Make It to the Post Office? Don't Worry

May 16th, 2009 by

You can still file your tax returns, send a payment, or submit an extension on the Web.

In about ten minutes or less, you can file your extension online. If you…

Source:Didn't Make It to the Post Office? Don't Worry

Category: Income Tax Software | Comments Off

Didn't Make It to the Post Office? Don't Worry

May 16th, 2009 by

You can still file your tax returns, send a payment, or submit an extension on the Web.

In about ten minutes or less, you can file your extension online. If you…

Source:Didn't Make It to the Post Office? Don't Worry

Category: Income Tax Software | Comments Off

PersonalFinance: A plan for your 401(k) – Reuters

May 16th, 2009 by

PersonalFinance: A plan for your 401(k)
Reuters
If you're over 59, you can take the money out of your 401(k) plan and transfer it into a self-managed Rollover IRA — even if you're still working with the company. You can often do the same with some, but not all, of your account if you're younger.

Source:PersonalFinance: A plan for your 401(k) – Reuters

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Tapping the 401(k) in Tough Times? – The Santa Barbara Independent

May 15th, 2009 by

Tapping the 401(k) in Tough Times?
The Santa Barbara Independent, CA
Just call your last employer and ask what you need to do to effect the rollover, or transfer. But you do have another option, which in my experience is a better choice. The other option is to roll your retirement account balance to an IRA.

Source:Tapping the 401(k) in Tough Times? – The Santa Barbara Independent

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Didn't Make It to the Post Office? Don't Worry

May 15th, 2009 by

You can still file your tax returns, send a payment, or submit an extension on the Web.

In about ten minutes or less, you can file your extension online. If you…

Source:Didn't Make It to the Post Office? Don't Worry

Category: Income Tax Software | Comments Off

Didn't Make It to the Post Office? Don't Worry

May 15th, 2009 by

You can still file your tax returns, send a payment, or submit an extension on the Web.

In about ten minutes or less, you can file your extension online. If you…

Source:Didn't Make It to the Post Office? Don't Worry

Category: Income Tax Software | Comments Off