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Right now I am selling off the funds in the ROTH and using that for expenses... Texas wrote this and I wonder why you would sell out Roth money for expenses? My Roth account would be the last money I would touch allowing g it to grow tax free. Would like to understand why this would be done.

Vanguard vs tideli IN kind means the funds that were at my vanguard brokerage account which I self directed. These funds were just held in the account at Vanguard. Also had other funds In my Vanguard accounts that were neither Vanguard or Fidelity. So everything was moved in kind, which means...

Fidelity vs vanguard My family was with Vnguard for so many years. We had a special person to contact and we still began having problems with service. My mither's estate was also with Vanguard and it was one mess up after another. They did not correct their mistakes and it would be weeks before...

I see a lot written about FIRE I am retired well over 10 years, I enjoy listening to FIDO webinars, learning new ideas and seeing what other people give for advice. I have been prudent and frugal for most of my life, we do most things ourselves if able. Reading learning understanding keeps me...

What does FIRE stand for? Thank you everyone for your input. Love it

My husband has been reading this for some time and I just became a member. I would like to know what the acronym FIRE stands for. You use many acronyms on this site but I could not find anyplace to search for meanings. Can someone please help me. Thanks

Moving regular IRA to a taxable portfolio Another item to consider is if you have been doing this in the past you are now increasing your taxable income. The Ira you cashed out and placed in your brokerage now makes you income and could increase the amounts you pay for social security...

Forgot Roth conversion in tax return You indicate you used HR Block software. Go back to that software and do nothing to your return yet.then look for the MISC heading under federal and that should take you to the amended return area. The software has you print out the form and then mark it as...

House appraisal for FMV When my mother passed away we utilized the county appraisal for property taxes as our initial figure. We knew this may be near the market price or below but disclosed how it was valued. We did place the home furnished on the market and it sold for far more. We then...

Inherited or TAKE as your own IRA Having a trust as the beneficiary of an IRA is never a wise move. That being said, your father is best to take his wife’s IRA as his own and to make sure he has the beneficiaries for his IRA updated. This will allow the future beneficiaries to take the IRA as...

The way you are stating inherited IRA can be confusing. Your wife as you now know can take your IRA as her own, it will not be designated an inherited IRA. If you inherited an IRA from let’s say your mother I do not believe your wife could move that into her own IRA.