billy3p’s Activity

Fri Jun 13

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Boards Post

billy3p posted to the Ask A Foolish Question board. 5:46 PM

To Do or Not To Do

I have been debating whether to consider trying the new Fool One service and the associated SMA account option. What I find conflicting is trying to determine the following:

1. Do any of the models offered make sense if I only have [more]

Wed May 21

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Boards Post

billy3p replied to the Tax Strategies board. 1:42 PM

Re: Closing Keogh Plan

The important aspect of doing this,at least where it involves the IRS,is being certain that there are no restrictions on being allowed to use the transferred proceeds from the receiving IRA that is designated as approved by IRS to fund a new SMA [more]

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Boards Post

billy3p replied to the Tax Strategies board. 1:03 PM

Re: Closing Keogh Plan

The SMA or Separately Managed Account is a type of account where the account owner designates an independent manager to make all required trades based on a specific and agreed to plan between the account owner and the designated account manager. This [more]

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Boards Post

billy3p posted to the Tax Strategies board. 12:11 PM

Closing Keogh Plan

My wife has a Keogh plan consisting of two accounts: Money Purchase and Profit Sharing. Both have balances less than 100k. This was established many years past when she was self employed(was only employee of the plan) which is no longer the case and [more]

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