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Strategies & Market Trends
Roth IRA ideas
An SI Board Since November 1997
Posts SubjectMarks Bans
388 17 0
Emcee:  Bill Doolittle Type:  Unmoderated
Introduction Compact
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63 Why HRB - look up GTAX - Gilman & Ciocia do financial planning as well as tJudith Weintraub-2/12/1998
62 Love the quote! KenK. M. Strickler-2/11/1998
61 K, I should have prefaced by saying only transfer what you can afford to pay tJohn Stinnett-2/11/1998
60 How are you going to handle the 'tax' implication? I also have to assumK. M. Strickler-2/11/1998
59 John, I recently transferred all of my ORCL from a regular IRA to a new Roth wJohn Stinnett-2/10/1998
58 Thanks for the reply John, However, it depends on the broker... I just called Mitch Aunger-2/10/1998
57 Mitch, According to Vanguard's Roth conversion kit, you have to convert anJohn A. Greenwood-2/10/1998
56 I'm thinking you have to actually sell stock to take a loss but it's haPatricia L. Clews-2/6/1998
55 I transferred some depreciated stocks into a Roth IRA recently, hoping that wheJason Rooks-2/4/1998
54 Re: Valued at $1 And won't you be thrilled when the stock goes public andBill Shepherd-2/3/1998
53 Thanks for pointing that out. If the they only use plain English it'd helpPatricia L. Clews-2/3/1998
52 I copied the following information from the Web site you referenced in your mesHoward R. Hansen-2/3/1998
51 Hi everyone... if you've been following me for the last couple of days.... Mitch Aunger-2/2/1998
50 You may be able to roll over amounts from an ordinary IRA into a Roth IRA, but Patricia L. Clews-2/2/1998
49 I agree with you Mitch that earnings that occur within an IRA, either Roth or rHoward R. Hansen-2/2/1998
48 Bill, I will ask Waterhouse on Monday how/when they valued the stock I transfeJohn Stinnett-2/1/1998
47 Re: tranferring stock from a traditional IRA to a Roth IRA John...Thanks for Bill Shepherd-2/1/1998
46 Bill, Thanks for the reply. I have heard that I need to talk to the custodianMitch Aunger-2/1/1998
45 Bill, Concerning tranferring stock from a traditional IRA to a Roth IRA You saJohn Stinnett-2/1/1998
44 RE: MY real problem - and why I'm trying to determine this answer Mitch.Bill Shepherd-2/1/1998
43 Well, the new tax laws are one BIG MESS! And by now, some of us must have got sea_biscuit-1/31/1998
42 Ken, I think part of your note was not correct. You said: <<My other conMitch Aunger-1/31/1998
41 Bill --- Thanks to you and to Dipy. The more I've thought about it (and reMitch Aunger-1/31/1998
40 RE:$100k ($150k married)in ordinary (AGI) income I'm seeing some confusionBill Shepherd-1/31/1998
39 <i>The problem I am trying to solve is the possibility that one opens a Rsea_biscuit-1/31/1998
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