Comments on: Roth IRA sharks are on your tail http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/ Your personal finance advocate—putting consumers first! Sat, 28 May 2011 14:35:38 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Jane http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/comment-page-1/#comment-8027 Jane Mon, 17 Jan 2011 20:57:59 +0000 http://janebryantquinn.com/?p=878#comment-8027 An expense ratio would be a percentage, not a dollar amount. If you mean that you're paying 1.66 percent of assets -- well, that's much too rich for me. I want to pay 0.5 percent or less. An expense ratio would be a percentage, not a dollar amount. If you mean that you’re paying 1.66 percent of assets — well, that’s much too rich for me. I want to pay 0.5 percent or less.

]]> By: Michael Davis http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/comment-page-1/#comment-7995 Michael Davis Mon, 17 Jan 2011 08:01:18 +0000 http://janebryantquinn.com/?p=878#comment-7995 Jane, I'm currently in a aggresive mutual fund with a $1.66 expense ratio. Is that to high a fee? This is a Roth IRA, would I be able to move it? Should I move it? Thanks Jane,
I’m currently in a aggresive mutual fund with a $1.66 expense ratio. Is that to high a fee? This is a Roth IRA, would I be able to move it? Should I move it?

Thanks

]]> By: Jane http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/comment-page-1/#comment-273 Jane Mon, 22 Mar 2010 00:22:59 +0000 http://janebryantquinn.com/?p=878#comment-273 I'm in favor of keeping things simple. If you can do a tax-free transfer, I'd do it I’m in favor of keeping things simple. If you can do a tax-free transfer, I’d do it

]]> By: Margaret http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/comment-page-1/#comment-263 Margaret Tue, 16 Mar 2010 03:12:53 +0000 http://janebryantquinn.com/?p=878#comment-263 Dear Jane, I worked at a state university in California for four years before moving back East. I know that I have some retirement savings accumulated from that time, and they are still in California. Should I transfer them to my present TIAA/CREF plan? Thanks, Margaret Dear Jane,
I worked at a state university in California for four years before moving back East. I know that I have some retirement savings accumulated from that time, and they are still in California. Should I transfer them to my present TIAA/CREF plan?
Thanks,
Margaret

]]> By: Jane http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/comment-page-1/#comment-253 Jane Thu, 11 Mar 2010 19:12:10 +0000 http://janebryantquinn.com/?p=878#comment-253 For 2010 and 2011 only, you can spread the income (and the taxes) over two years. After that, all the taxes are due in the year you convert. For 2010 and 2011 only, you can spread the income (and the taxes) over two years. After that, all the taxes are due in the year you convert.

]]> By: Kate Thompson http://janebryantquinn.com/2010/02/roth-ira-sharks-are-on-your-tail/comment-page-1/#comment-250 Kate Thompson Thu, 11 Mar 2010 15:37:47 +0000 http://janebryantquinn.com/?p=878#comment-250 Hi Jane - if I switch my current IRA to a Roth, do I have to pay all the taxes on it in one year? Hi Jane – if I switch my current IRA to a Roth, do I have to pay all the taxes on it in one year?

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