Show Latest Posts:

The 10 Most Recent Messages By Hillmp

Take me back to where I was.
  • Date: 9/20/05 8:43 PM
  • Number: 80792
  • Recommendations: 0
Hi there...I have a few thousand dollars in a SEP IRA account at Merrill Lynch. It started accumulating in 2001 when the market seemed to be going nowhere but down, so it's been sitting in cash (for too long, clearly).

I also have both a
(Continued...)
  • Date: 9/20/05 8:37 PM
  • Number: 47671
  • Recommendations: 0
Joelxwil,

I appreciate your response, but can I get a clarification?

Can I roll it (i.e. combine it into) my existing rollover IRA or do I have to roll it into a separate one?

Thanks,
Hillmp
  • Date: 9/19/05 9:21 PM
  • Number: 47626
  • Recommendations: 0
Hi there...I have a few thousand dollars in a 403b7 account at Merrill Lynch. It started accumulating in 2001 when the market seemed to be going nowhere but down, so it's been sitting in cash (for too long, clearly).

I also have both a
(Continued...)
  • Date: 9/19/05 9:19 PM
  • Number: 862
  • Recommendations: 0
Hi there...I have a few thousand dollars in a 403b7 account at Merrill Lynch. It started accumulating in 2001 when the market seemed to be going nowhere but down, so it's been sitting in cash (for too long, clearly).

I also have both a
(Continued...)
  • Date: 7/9/02 3:41 PM
  • Number: 34804
  • Recommendations: 0
I'd only been at my workplace for a little over a year, when they set up a new retirement plan (401K) that effectively replaced the old plan (SEP IRA). That is, they would no longer make contributions into the old plan.

I had received some
(Continued...)
  • Date: 6/27/02 2:38 PM
  • Number: 4988
  • Recommendations: 0
JAFO,

Thanks for your reply and link to Kaye Thomas' site....very helpful.

I appreciate you taking the time to post.

With thanks,
Michael
  • Date: 6/27/02 11:09 AM
  • Number: 4986
  • Recommendations: 0
I'm in the fortunate position of having in-laws who want to contribute some money to our daughters' 529 plans.

The money was in two UTMA accounts, one for each girl.

I've searched through the board, but haven't found a clear answer
(Continued...)
  • Date: 3/6/01 12:41 PM
  • Number: 47796
  • Recommendations: 0
Lokiscious,

Thanks for your reply.

It sounds like I should take a look at low turnover growth funds. (I'm also learning a lot about being precise when posting a question!)

Sincerely,
Michael

  • Date: 3/5/01 8:38 PM
  • Number: 47762
  • Recommendations: 0
BmF,

Thanks for your response.

I should have been more precise. I realized the custodial accounts would be taxed at the children's rate. I said "I" am responsible because I'm the one who'll end up paying any taxes, albeit at
(Continued...)
  • Date: 3/4/01 4:17 PM
  • Number: 47649
  • Recommendations: 0
I'm trying to get up to speed on Custodial Accounts and Taxes because it turns out I need to.

I have two children, ages 6 and 2, and they were fortunate to have two different grandparents open custodial accounts for them. Both Nana and
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
Stock Folders: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z