I**********2 发帖数: 890 | 1 现在的单位是pension,不能转到现在单位。自己有Roth Ira ,给个建议怎么弄比较好
,谢谢 |
n********y 发帖数: 313 | 2 我就开了IRA,roll over.
【在 I**********2 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 现在的单位是pension,不能转到现在单位。自己有Roth Ira ,给个建议怎么弄比较好 : ,谢谢
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p****4 发帖数: 517 | 3 if you want to trade a variety of funds, etfs, and individual stocks, I
suggest roll over to fidelity. if you plan to simply keep some index funds,
vanguard is better.
【在 I**********2 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 现在的单位是pension,不能转到现在单位。自己有Roth Ira ,给个建议怎么弄比较好 : ,谢谢
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I**********2 发帖数: 890 | 4 Vanguard 的话,可以roll到 Roth IRA 吗?是不是都要扣税?
谢谢
,
【在 p****4 的大作中提到】![](/moin_static193/solenoid/img/up.png) : if you want to trade a variety of funds, etfs, and individual stocks, I : suggest roll over to fidelity. if you plan to simply keep some index funds, : vanguard is better.
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r****m 发帖数: 1204 | 5 那个叫conversion, 要交税的, 应为你当初contribute to 401K 的时候没交, 而将
来Roth IRA不会再有税的问题了。 |
I**********2 发帖数: 890 | 6 谢谢,这个只能是IRA吗?受不受每年5500的限制?
,
【在 p****4 的大作中提到】![](/moin_static193/solenoid/img/up.png) : if you want to trade a variety of funds, etfs, and individual stocks, I : suggest roll over to fidelity. if you plan to simply keep some index funds, : vanguard is better.
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r****m 发帖数: 1204 | 7 There is no limit on conversion amount, but you better have spare money to
cover the tax.
Every major brokerage will welcome such conversions (also called direct
rollovers). |
S**C 发帖数: 2964 | 8 Are you able to contribute to ROTH now? Do you think later your income will
be too high to directly contribute to ROTH and need to do conversion?
【在 I**********2 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 现在的单位是pension,不能转到现在单位。自己有Roth Ira ,给个建议怎么弄比较好 : ,谢谢
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I**********2 发帖数: 890 | 9 现在可以contribute roth?这一两年不会高到不能contribute roth.
will
【在 S**C 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Are you able to contribute to ROTH now? Do you think later your income will : be too high to directly contribute to ROTH and need to do conversion?
|