- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@fanfare thanks for the info. I really don't know what will be left. :( As a first step the custodian wants to pull the funds and reinvest in a mutual fund. Will pulling the funds from Roth IRA be considered a withdrawal? Should I open up a traditional IRA to put it into? I neglected to mention in my original post is that my wife and I are 68, my wife is still working and I am retired. Does that affect how things are handled?
March 29, 2023
8:23 AM