JamesCMac’s Activity

Fri Nov 21

NL

Boards Post

JamesCMac replied to the Retired Fools board. 4:59 PM

Re: Retired with equity funds

I believe, as I learned from TMF years ago, not to invest in mutual funds. I have a few ETFs, but no mutual funds.

Heck! Now the Fool is selling mutual funds and promoting anything else that might return a few dollars to THEIR bottom [more]

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Boards Post

JamesCMac replied to the Retirement Investing board. 4:36 PM

Re: IRA to Roth and RMD

Thanks all for your comments! Greatly appreciated for sure!

I talked to Vanguard today (This is really my broker of preference for low cost mutual funds.) and arranged to have our Schwab Roths (both mine and my wife's) transferred to [more]

Wed Nov 19

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Boards Post

JamesCMac replied to the Retirement Investing board. 3:31 PM

Re: IRA to Roth and RMD

Well ... surprise, surprise!

I called Schwab and spoke with an IRA consultant and was informed that they can not do an Agent-To-Agent transfer from a conventional IRA held at another brokerage into my Schwab Roth IRA. He said that the IRA to [more]

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Boards Post

JamesCMac replied to the Retirement Investing board. 8:13 AM

Re: IRA to Roth and RMD

Thanks Jack.

I didn't want to call Schwab and make them aware of my TDAmeritrade IRA but it looks like that might be the smart thing to do in the long run.

Interesting that there would be a mandatory 10% withholding for taking [more]

Tue Nov 18

NL

Boards Post

JamesCMac posted to the Retirement Investing board. 7:00 PM

IRA to Roth and RMD

Sorry Guys (& Gals). I'm sure that my questions have been posted and answered many times over the past several years. But in looking back over the posts for the last several months, I couldn't quite find what I was looking for.

I was [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 386
Recs Received 237
People who have rec'd these posts 141
Recs to Posts Ratio (last 30 days) N/A
Threads Started 50
Threads Started Percentage 12.95 %
Most Frequent Board Bonds & Fixed Income Investments
Very First Post Re: DRIP (12/8/1998)
Percentage of Posts Rec'd 29.79 %
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