Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next
Author: edrohr One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 122051  
Subject: Pitfalls Rolling Indiv. Ret. Acct to Datek IRA Date: 11/3/1998 9:40 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 0
Background: Rolled my AMEX pre-tax w/employer contrib. to Fidleity Inv. Mutual Fund Ind. Retirement Acct. in 1994. Graduated Motley Fool Workbook and Motley Fool Investment Casette tape 11/98. Now: I would like to "roll" this account to a Datek "Self Directed IRA" and participate in the "Dow Foolish Four". Q1: Any tricks to the "roll"? Q2: How to reinvest dividends without tax consequences before normal withdraw? Q3: How much time do I have after the "roll" from the mutual to a cash account to reinvest? Any and all help would be appreciated. Foolishly yours, Just Ed (not to be confused with the horse Mr. Ed.) RSVP
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (2) | Ignore Thread Prev | Next


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
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.
Post of the Day:
Berkshire Hathaway

Buffett's Biggest Mistake
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
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.