Can I change who manages my Roth IRA?

Answer Generally, transferring a Roth IRA to a different institution is relatively simple. At the institution you'd like to transfer the account to, set up a new account; it's usually simply a matter... Read More »

Top Q&A For: Can I change who manages my Roth IRA

How Do I Change My TSP to a Roth IRA?

When you leave the federal service, be sure to take your retirement funds from your Thrift Savings Plan with you. You will no longer to make contributions to a TSP account once you stop working for... Read More »

How to Change a Traditional IRA to a Roth IRA?

As of 2010, IRS regulations on income limits for converting a traditional IRA into a Roth IRA have been lifted; anyone can convert regardless of household income. Converting requires paying the tax... Read More »

Does a roth 401k count as a holding period for a roth ira?

When you rollover money from a Roth 401k plan to a Roth IRA, the time in the Roth 401k does not count towards the five year requirement that must be satisfied before qualified distributions can be ... Read More »

Can I have a Roth IRA& a Roth 401(k) at the same time?

The Internal Revenue Service does not prevent people from having both a Roth 401(k) plan and a Roth IRA at the same time. A Roth 401(k) plan must be through your employer while a Roth IRA must be s... Read More »