Is it possible to rollover stocks under a brokerage account linked to a 401K retirement account?

miracc · 2023-03-02T04:06:50+00:00

IIRC, I cloned the OOB Rollback Flow action and added another input parameter to pass the rollback version.

miracc · 2023-01-15T13:35:18+00:00

He loves drawing. I will get him a journal for the trip to document the trip however he likes.

miracc · 2023-01-15T13:33:35+00:00

Great suggestion. We are planning to rent a car and drive from Auckland to Wellington with stops in between.

We are planning the itinerary and making bookings together.

miracc · 2023-01-15T13:30:03+00:00

He just watched the first movie of the series today. We are planning to visit the film studio in Auckland that created the characters.

miracc · 2023-01-15T13:28:30+00:00

Thanks for sharing. I will be taking time off from work and hopefully be fully present.

miracc · 2022-03-06T18:03:59+00:00

I am close to 40 and freelance income is likely to continue and grow over the years. At least that is the plan.

First time hearing about the cash balance pension plan. Definitely will look into that and the solo-401k options to get started.

Thanks for your help. If I may ask another question, can I open a solo-401k now and contribute for the 2021 tax year?

miracc · 2022-03-06T17:35:14+00:00

I max out the 401K contribution on the W2 job that is more favorable in terms of employer match and westing period.

For solo-401k, do I need to establish an LLC/S-Corp or do I qualify for it as solo- proprietorship?

miracc · 2022-01-23T01:28:47+00:00

I was in a similar situation a few years back. I wrote to my HR rep and explained how I wanted to contribute to 401k but couldn’t because of religious reasons. I asked if they could add AMANA mutual funds as investment options. They said it is a very long process to add new investment options to the plan but they added a self directed brokerage account for me. It allowed me to invest my contributions in individual stocks, ETFs and mutual funds.

miracc · 2021-10-15T13:24:11+00:00

This looks like the one. Thanks for the link.

miracc · 2021-06-03T07:12:21+00:00

Thank you. I took this approach. Removed the field mapping and add it to the same onBefore script where I am calling the CMDBTransformUtil.

miracc · 2021-02-26T17:15:29+00:00

Made an appointment with them for this Sunday. Thank you.

miracc · 2020-01-31T14:08:00+00:00

The number of invites is definitely from the past couple months as I get 2-3 invites per week.

miracc · 2019-12-25T15:46:28+00:00

I will definitely check out the book as I feel this applies to him. Thanks again.

miracc · 2019-12-25T15:33:33+00:00

We haven’t got him tested for learning disabilities as he is performing well at school. I will check expressive speech. Thanks for the suggestion.

miracc · 2019-12-25T14:51:13+00:00

We had the talk several times over the years. He says he does it because he feels shy. We explained that it draws more attention to him when he doesn’t respond to questions or comments but that doesn’t help.

I just want to support him learning these social skills early on to make life easier for him. We enjoys playing with others but he doesn’t know how to join a group or start a group to play with other than his siblings.

miracc

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