JimA759s

James Allard

JimA759s’ Activity

Mon Jan 5

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 4:28 PM

Re: Billionaires in distress...

Hi,

I'm sorry, but none of the individuals you allude to are suffering any 'hurt' in any meaningful sense of the word. None of them are suffering any economic pain. At worst they have lost some paper profits or some digits in their [more]

Wed Dec 24

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 11:59 AM

Re: NRF/NRF-E

Thanks for the input. I'm now thinking it was UBTI (unrelated business taxable income or something) - in which, even though it was in an IRA, it was still taxable? Just looking to avoid surprises. <G>

JimA

Tue Dec 23

NL

Boards Post

JimA759s replied to the Real Estate Inv. Trusts: REITs board. 11:30 AM

Re: NRF/NRF-E

With regards to NRF common - I'm noticing that their distributions regularly consist of dividends and ordinary income and return of capital. Would this be something that would rule them out for part of a ROTH IRA? I vaguely remember something odd [more]

Mon Dec 22

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 4:56 PM

Re: OT for Tim, the historian's burden

I just had to search for that and found "Jack of all Trades" with the great Bruce Campbell (of Brisco County fame). It was supposed to be set in the Caribbean (a French controlled island). I sort of vaguely remember some ads/lead-ins and [more]

Thu Dec 11

NL

Boards Post

JimA759s replied to the Macro Economic Trends and Risks board. 8:12 AM

Re: How to prevent robot world domination

Great and fun strip - been following it for years. However, this type of human response will be our downfall: http://freefall.purrsia.com/ff2600/fv02501.htm

JimA

The [more]

Mon Dec 8

NL

Boards Post

JimA759s replied to the Tax Strategies board. 2:26 PM

Re: Wash confusion

I don't understand how any of this would be a wash trx. You purchased 80 shares in Nov 2013, then 80 shares in June 2014 and 150 shares in Nov 2014. You sold 150 in Dec for a loss and 80 at the same time for another loss.You did not repurchase any. [more]

Thu Dec 4

NL

Boards Post

JimA759s replied to the Tax Strategies board. 8:31 AM

Re: Unemployment to Roth Conversion

Certainly it makes sense to move your funds from the old company's 401k to your own IRA. Unless they had some unusually wonderful plan or offering that can't be replaced.

You really do want to pay any taxes on the roll-over from outside the [more]

NL

Boards Post

JimA759s replied to the Tax Strategies board. 8:24 AM

Re: Roth 401k to Roth IRA?

Thanks,

and thanks for the link. It would seem that you, I and my company's Controller/CFO (who is also the company's 401k plan administrator) are all in agreement. <G> A direct roll-over of my Roth 401k funds to my Roth IRA should not [more]

Wed Dec 3

NL

Boards Post

JimA759s posted to the Tax Strategies board. 8:13 AM

Roth 401k to Roth IRA?

Hi,

I have a Regular 401k and Roth 401k at work. The Roth 401k is two years old. I also have a Trad IRA and a Roth IRA and the Roth IRA is over 15 years old. Our company allows in-service distributions (and I have done this with some of the [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 116
Recs Received 112
People who have rec'd these posts 88
Recs to Posts Ratio (last 30 days) N/A
Threads Started 15
Threads Started Percentage 12.93 %
Most Frequent Board Tax Strategies
Very First Post IRA & SEP-IRA - same account? (1/10/2000)
Percentage of Posts Rec'd 35.34 %
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