No. of Recommendations: 0
First of all, I got it from the HORSE'S MOUTH (the IRS) that yes, JABoa, Pixy and Jo? were correct about not needing to open Roth or other IRA till April if it is not conversion Roth. So, since I already did my penance for challenging JABoa, by eating my (polartec) hat (8 [~ , I have no need to feel like the other end of the horse! Thank you all for pointing the horse in the right direction!

NOW, next question:

I have a Keogh acct. which I opened through a Financial planner several years ago. I am not at home, so can't check which I have, but it's either the 10 or 15% one. Since I want to open a second one for the opposite amount, i.e., for a total of 25% between the two, I HAVE to do this by Dec. 31, open it , that is, per the IRS phone agent today. I can contribute up to April 15. I would rather open this second Keogh acct myself, without the financial planner. How can I do that? Same way as you all told me earlier, by contacting something like Vanguard myself on line? Does it have to be totally separate from my other one, which I eventually want to change to control myself, also. Thanks.


Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.