tangofan’s Activity

Mon Jul 25

NL

Boards Post

tangofan replied to the Tax Strategies board. 1:35 PM

Re: From which lot to subtract fractional shares

Ira,

Thanks so much for the clarification and the additional explanation. Very much appreciated.

Best,
Bernhard

Sat Jul 23

NL

Boards Post

tangofan posted to the Tax Strategies board. 4:43 PM

From which lot to subtract fractional shares?

Hi all,

Recently LBTYK issued a stock dividend of LILAK (0.124769 LILAK shares for every LBTYK share.

I have two lots of LBTYK with 100 shares each (with lot A being older than lot B). So after the stock dividend I have the [more]

Sun Jul 3

NL

Boards Post

tangofan replied to the Tax Strategies board. 3:10 PM

Re: Rolling IRA into a 401K

Too bad, because I have some after-tax contributions trapped in my 401(k), that I could have rolled over into a Roth IRA at the same time. :(

Does the 401K plan have a ROTH 401K option? Converting 401K After-Tax to 401K ROTH is
[more]

Fri Jul 1

NL

Boards Post

tangofan replied to the Tax Strategies board. 2:38 PM

Re: Rolling IRA into a 401K

Bernhard,

I hadn't done any research into the issue - that's what I had been told over the years. I've since done some looking and I'm finding the same as you - the equal protection applies only in bankruptcy. I
[more]

Thu Jun 30

NL

Boards Post

tangofan replied to the Tax Strategies board. 12:46 PM

Re: Rolling IRA into a 401K

2.) More legal protections for 401Ks than IRAs

Not anymore. This used to be true, but the laws changed sometime within the last decade or so. IRAs have the same creditor protections that 401Ks have.

Ira


Hi [more]

Inside Value Boards Post

tangofan replied to the Inside Value boards. 12:31 AM

Tue Jun 28

NL

Boards Post

tangofan replied to the Berkshire Hathaway board. 1:06 PM

Re: what the brexit will mean

As I said, I don't have the hard info.
I was told this by a German resident, but it was quite a few years ago.
Televisions in particular, though I thought I remembered there being another category.


There IS a general [more]

Thu Jun 16

Inside Value Boards Post

tangofan replied to the Inside Value boards. 1:54 AM

Sun Jun 12

Inside Value Boards Post

tangofan replied to the Inside Value boards. 5:17 PM

Inside Value Boards Post

tangofan replied to the Inside Value boards. 4:18 PM

Inside Value Boards Post

tangofan posted to the Inside Value boards. 3:46 PM

Wed May 18

Inside Value Boards Post

tangofan posted to the Inside Value boards. 3:25 PM

Wed Mar 23

NL

Boards Post

tangofan posted to the Tax Strategies board. 3:09 PM

Backdoor Roth and "step transaction doctrine"

Hi all,

Recently I came across two articles covering the potential pitfall of the "step transaction doctrine" in conjunction with Backdoor Roth IRAs:

1. [more]

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