關於退休帳戶的問題 - 海外工作

By Belly
at 2015-07-06T07:48
at 2015-07-06T07:48
Table of Contents
因為不能直接投錢在Roth IRA,年初利用Backdoor Roth IRA 的模式投錢(for 2015),
但沒注意到Pro-Rata Rule(有參加公司的Simple IRA),想請問該如何補救。
1. Reverse the transaction: 可行嗎?這半年來的損益如何處理?
(Roth --> Traditional --> regular checking)
2. Rollover Simple IRA to Solo 401K: 最近剛好打算開個Solo 401K,可以把current
employer sponsor的Simple IRA全部轉到Solo 401K嗎?
還有沒有其它的解決方式呢?謝謝!
--
但沒注意到Pro-Rata Rule(有參加公司的Simple IRA),想請問該如何補救。
1. Reverse the transaction: 可行嗎?這半年來的損益如何處理?
(Roth --> Traditional --> regular checking)
2. Rollover Simple IRA to Solo 401K: 最近剛好打算開個Solo 401K,可以把current
employer sponsor的Simple IRA全部轉到Solo 401K嗎?
還有沒有其它的解決方式呢?謝謝!
--
Tags:
海外工作
All Comments
Related Posts
稅務問題,換工作之後,FICA & SDI被超扣

By Todd Johnson
at 2015-07-05T03:21
at 2015-07-05T03:21
稅務問題,換工作之後,FICA & SDI被超扣

By Steve
at 2015-07-05T02:28
at 2015-07-05T02:28
新加坡工作請益

By Steve
at 2015-07-05T02:26
at 2015-07-05T02:26
新加坡工作請益

By Bennie
at 2015-07-04T14:44
at 2015-07-04T14:44
英國倫敦 徵求地陪2~3週 附酬勞

By Anonymous
at 2015-07-02T12:00
at 2015-07-02T12:00