Funded small IRA w/ ETrade with after-tax money - can I withdraw without penalty? Submitted by whackbush t3_z7w84c on November 29, 2022 at 2:54 PM in personalfinance 13 comments 2
ir0nuckles t1_iy8efa3 wrote on November 29, 2022 at 3:00 PM Roth or traditional? Permalink 1 whackbush OP t1_iy8enih wrote on November 29, 2022 at 3:01 PM Sorry, should have stated: Roth. Permalink Parent 1 DeluxeXL t1_iy8exhb wrote on November 29, 2022 at 3:04 PM Why do you want to withdraw? Permalink Parent 2 whackbush OP t1_iy8fdsh wrote on November 29, 2022 at 3:07 PM Going to move this over to my other managed accounts with an advisor. Permalink Parent 1 DeluxeXL t1_iy8fsge wrote on November 29, 2022 at 3:10 PM Do a trustee-to-trustee transfer so you don't waste contribution limit. Permalink Parent 7 whackbush OP t1_iy8gobj wrote on November 29, 2022 at 3:16 PM Great advice, thanks! Permalink Parent 1 wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
whackbush OP t1_iy8enih wrote on November 29, 2022 at 3:01 PM Sorry, should have stated: Roth. Permalink Parent 1 DeluxeXL t1_iy8exhb wrote on November 29, 2022 at 3:04 PM Why do you want to withdraw? Permalink Parent 2 whackbush OP t1_iy8fdsh wrote on November 29, 2022 at 3:07 PM Going to move this over to my other managed accounts with an advisor. Permalink Parent 1 DeluxeXL t1_iy8fsge wrote on November 29, 2022 at 3:10 PM Do a trustee-to-trustee transfer so you don't waste contribution limit. Permalink Parent 7 whackbush OP t1_iy8gobj wrote on November 29, 2022 at 3:16 PM Great advice, thanks! Permalink Parent 1 wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
DeluxeXL t1_iy8exhb wrote on November 29, 2022 at 3:04 PM Why do you want to withdraw? Permalink Parent 2 whackbush OP t1_iy8fdsh wrote on November 29, 2022 at 3:07 PM Going to move this over to my other managed accounts with an advisor. Permalink Parent 1 DeluxeXL t1_iy8fsge wrote on November 29, 2022 at 3:10 PM Do a trustee-to-trustee transfer so you don't waste contribution limit. Permalink Parent 7 whackbush OP t1_iy8gobj wrote on November 29, 2022 at 3:16 PM Great advice, thanks! Permalink Parent 1 wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
whackbush OP t1_iy8fdsh wrote on November 29, 2022 at 3:07 PM Going to move this over to my other managed accounts with an advisor. Permalink Parent 1 DeluxeXL t1_iy8fsge wrote on November 29, 2022 at 3:10 PM Do a trustee-to-trustee transfer so you don't waste contribution limit. Permalink Parent 7 whackbush OP t1_iy8gobj wrote on November 29, 2022 at 3:16 PM Great advice, thanks! Permalink Parent 1 wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
DeluxeXL t1_iy8fsge wrote on November 29, 2022 at 3:10 PM Do a trustee-to-trustee transfer so you don't waste contribution limit. Permalink Parent 7 whackbush OP t1_iy8gobj wrote on November 29, 2022 at 3:16 PM Great advice, thanks! Permalink Parent 1 wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
whackbush OP t1_iy8gobj wrote on November 29, 2022 at 3:16 PM Great advice, thanks! Permalink Parent 1 wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
wallet535 t1_iy8hhi8 wrote on November 29, 2022 at 3:22 PM You didn’t ask this, but I’d think your advisor would have told you about trustee-to-trustee transfers. Just a thought. Permalink Parent 2
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