vision1220’s Activity

Thu Mar 27

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Boards Post

vision1220 posted to the Retirement Investing board. 7:23 PM

Pauleckler

Thanks you so much for your advice and it makes much sense to me. I'm still a little unclear about one thing regarding my Roth which I hope you can clarify. I originally opened it on 10/20/2010 and as I understand I can make a withdrawal on [more]

Tue Mar 25

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Boards Post

vision1220 posted to the Retirement Investing board. 4:38 PM

Suggestions for my situation

I plan on retiring probably in August of this year at 62 1/2. I'm confident that I will have enough assets to be comfortable and enjoy the rest of my life but am naive as to what is my best avenue to avoid unnecessary taxes.

I have a [more]

Tue Jan 7

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Boards Post

vision1220 posted to the Retirement Investing board. 10:24 AM

Roth question

I opened a Roth IRA about 4 years ago and am thinking of rolling over a few of my traditional IRA's into it but have a question regarding when I can withdraw some of those funds. I understand the 5 year waiting period but is that from the time of [more]

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Two stars, 250 posts Old School Fool
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