apacherose’s Activity

Sun Apr 26


Boards Post

apacherose posted to the Tax Strategies board. 3:16 AM

Excess Roth Contributions

In 2013 & 2014, contributions were made to my ROTH IRA from unearned income. I notified the Investment Company of my error, & those 2 years of contributions have been withdrawn plus the earnings from 2014 contributions. The Investment Company [more]

Mon Apr 20


Boards Post

apacherose replied to the Retirement Investing board. 10:44 AM

Re: No longer qualify for ROTH IRA

Hawkwin, many thanks for your timely response.

I've made arrangements to stop further contributions & withdraw the non-qualified contributions. I admit to making a tax error, since I did my own taxes. I plan to consult H&R Block for [more]

Thu Apr 16


Boards Post

apacherose posted to the Retirement Investing board. 11:44 PM

No longer qualify for ROTH IRA

Greetings everyone,

I was originally on Family Leave, then resigned to assist with my parents eldercare. Amidst all the adjustment & relocation of parents to my home town, I continued with pre-authorized $50 monthly Roth IRA [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 351
Recs Received 52
People who have rec'd these posts 47
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Threads Started 221
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Most Frequent Board Tax Strategies
Very First Post ipo (10/23/1998)
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