Pixy -- I finally had a chance to go back and check on the issue we discussed last week. As ususal, you were right and my memory was deficient.Here's what I had actually done several years ago:- I rolled a qualified IRA into a another (Rollover) IRA to obtain lower costs.- I subsequently left a job where I had a 401K. I rolled that 401K into the same Rollover IRA. Therefore, I was mixing IRA dollars with 401K dollars. Since they were both qualified plans, this was OK. But because I was mixing the sources, I forfeited any opportunity to roll the 401K dollars to a future employer's 401K plan.Sorry for the earlier confusion. As one approaches retirement age memory is the second thing to go.jtmitch
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra