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】
: 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
|
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】
: 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
|
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】
: 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.
|
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】
: 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.
|
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】
: 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
|
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】
: 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?
|
