The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Commingled Roth IRA Followup Date:  11/27/1998  11:14 AM
Author:  rlbusby Number:  6812 of 88051

[However, the recently passed "technical corrections" legislation and proposed IRS Roth IRA regulations present an opportunity to create a commingled Roth IRA, which would accept both annual contributions and conversions. Final details are still being determined, but Fidelity plans to transition to a commingled Roth IRA registration in early 1999."]

Great news! I recently sent a letter asking Waterhouse Securities to deposit $2,000 in my traditional IRA (current balance $0) and immediately rollover the balance to my Roth rollover IRA. This should work but it would be far easier to go direct.

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us