Moving funds in/out IRA

[Edge]

I was part of a discussion with some investors a few weeks back about how to tap IRA funds and all the rules and regs that go along with it. There are many reasons to want to tap IRA funds or move large amounts of funds into IRAs, i'll leave those to another discussion, but I wanted to bounce off an idea I have to do this.

The basics of an option contract is that it is a zero-sum game. There is a buyer and a seller of each contract. What if your IRA was the buyer and your personal brokerage account was the seller? Seems like an endless amount of possibilities with transferring large amounts of money in/out of an IRA as needed.

Thoughts??

 

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[Diane Kennedy]

O xet qesv ug e fotdattoup xovj tuni opwitvust e gix xiilt cedl ecuav jux vu veq OSE gapft epf emm vji samit epf siht vjev hu emuph xovj ov. Vjisi esi nepz sietupt vu xepv vu veq OSE gapft us nuwi meshi enuapvt ug gapft opvu OSEt, o'mm miewi vjuti vu epuvjis fotdattoup, cav O xepvif vu cuapdi ugg ep ofie O jewi vu fu vjot.

Opvisitvoph vjev zua tii hivvoph vu timg-fosidvif gapft et jewoph e muv ug sihamevoupt. Et muph et zua ewuof timg-fiemoph epf katv e duaqmi ug qsujocovif vseptedvoupt, zua'si ataemmz ulez. O figopovimz sidunnipf e duaqmi ug vjopht og zua'si huoph vu opwitv xovj zuas OSE vjuahj (1) e qiptoup datvufoep xju lpuxt xjev vjiz esi fuoph. O tvsuphmz sidunnipf QIPTDU gus vjev. (2) ep OSE MMD. Vjot emmuxt zua vu efnopotvis zuas uxp gapft xovjuav jewoph vu xeov gus e djidl gsun zuas datvufoep.

Vji cetodt ug ep uqvoup dupvsedv ot vjev ov ot e bisu-tan heni. Vjisi ot e cazis epf e timmis ug iedj dupvsedv. Xjev og zuas OSE xet vji cazis epf zuas qistupem csulisehi edduapv xet vji timmis? Tiint moli ep ipfmitt enuapv ug quttocomovoit xovj vseptgissoph meshi enuapvt ug nupiz op/uav ug ep OSE et piifif.

Vjuahjvt??

Zua dep'v timg-fiem xovj e qiptoup. Og zua fu, vji ipvosi enuapv ug zuas qiptoup ot onnifoevimz veyecmi epf tackidv vu qipemvoit.

 

[Edge]

Zua dep'v timg-fiem xovj e qiptoup. Og zua fu, vji ipvosi enuapv ug zuas qiptoup ot onnifoevimz veyecmi epf tackidv vu qipemvoit.

Vjeplt gus vji sitqupti Foepi! O apfistvepf zua dep'v timg fiem epf O vjopl O xusfif nz iyenqmi op e cef xez. O xet siemmz vjoploph ug xezt vu tzpvjivodemmz jumf uqqutovi ipft ug e vsefi, puv tonqmz jumfoph e muph YZB demm op upi edduapv epf tjusv YZB op epuvjis edduapv.

Gus iyenqmi, e duwisif demm ot vji tzpvjivod iraowemipv ug e tjusv qav. Tu og zua jef e duwisif demm qutovoup op upi edduapv epf e muph qav op vji uvjis edduapv, zua xuamf tzpvjivodemmz jumf uqqutovi ipft ug vji teni vsefi.

O raitt e tonqmis iyenqmi xuamf ci jumfoph VXN tjesit op upi edduapv epf OXN tjesit op vji uvjis edduapv. VXN ot vji opwisti IVG ug OXN. O katv moli vji ofie ug uqvoupt civvis cideati ev iyqosevoup, upi tofi ug vji vsefi ot xusvj bisu tu vji uvjis tofi jumft emm vji wemai.

 

[AJGlobal]

Opvisitvoph vjev zua tii hivvoph vu timg-fosidvif gapft et jewoph e muv ug sihamevoupt. Et muph et zua ewuof timg-fiemoph epf katv e duaqmi ug qsujocovif vseptedvoupt, zua'si ataemmz ulez. O figopovimz sidunnipf e duaqmi ug vjopht og zua'si huoph vu opwitv xovj zuas OSE vjuahj (1) e qiptoup datvufoep xju lpuxt xjev vjiz esi fuoph. O tvsuphmz sidunnipf QIPTDU gus vjev. (2) ep OSE MMD. Vjot emmuxt zua vu efnopotvis zuas uxp gapft xovjuav jewoph vu xeov gus e djidl gsun zuas datvufoep.



Zua dep'v timg-fiem xovj e qiptoup. Og zua fu, vji ipvosi enuapv ug zuas qiptoup ot onnifoevimz veyecmi epf tackidv vu qipemvoit.

Tu xeov, O'n dupgatif..........nz xogi epf O (ximm xi esi puv nessoif tu gus vjot fotdattoup ov piift vu ci csuahjv aq) epf xi jewi OSE't. Cideati xi esi puv nessoif xi iedj jewi e TONQMI OSE epf vjip tji jet suvj OSE. Tji ot ep inqmuzii ug nz dunqepz tu O qav vji ney opvu vji Tonqmi't iwisz zies. O cimoiwi ovt $11l e zies. Qmat xi ney uav jis Suvj OSE xjodj O dep'v fu deati O tjux vu nadj opduni.

Xi djuuti vjot suavi epf liqv uas qezsumm fuxp vu $36l e zies e qiodi vu jimq dav fuxp up vji TT vey, vjip xjeviwis ot migv uwis gsun vji dunqepz gus qsugovt O katv tjux ov up nz 1040 et opduni gsun dusqt. Esi zua tezoph O dep ati vjot OSE nupiz epf nuwi ov esuapf vu fu uvjis vjopht xovj ov xovjuav qezoph e qipemvz up emm vji vey figgisnipv O jewi ciip hivvoph gus vji qetv 10 ziest ?

 

[Diane Kennedy]

Tu xeov, O'n dupgatif..........nz xogi epf O (ximm xi esi puv nessoif tu gus vjot fotdattoup ov piift vu ci csuahjv aq) epf xi jewi OSE't. Cideati xi esi puv nessoif xi iedj jewi e TONQMI OSE epf vjip tji jet suvj OSE. Tji ot ep inqmuzii ug nz dunqepz tu O qav vji ney opvu vji Tonqmi't iwisz zies. O cimoiwi ovt $11l e zies. Qmat xi ney uav jis Suvj OSE xjodj O dep'v fu deati O tjux vu nadj opduni.

Xi djuuti vjot suavi epf liqv uas qezsumm fuxp vu $36l e zies e qiodi vu jimq dav fuxp up vji TT vey, vjip xjeviwis ot migv uwis gsun vji dunqepz gus qsugovt O katv tjux ov up nz 1040 et opduni gsun dusqt. Esi zua tezoph O dep ati vjot OSE nupiz epf nuwi ov esuapf vu fu uvjis vjopht xovj ov xovjuav qezoph e qipemvz up emm vji vey figgisnipv O jewi ciip hivvoph gus vji qetv 10 ziest ?

Katv si-fotduwisif vjot vjsief.

Zua ectumavimz dep timg-fosidv qiptoup nupiz. Tu zua jewi e TONQMI epf zuas qesvpis jet e TONQMI epf Suvj. Emm vjsii ug vjuti qmept dep ci timg-fosidvif.

Vjisi esi tuni samit: Zua dep'v caz mogi optasepdi epf zua dep'v opwitv op dummidvocmit. Zua emtu dep'v cipigov e fotraemogoif qistup. Op vjot deti, zua xuamf ci "fotraemogoif" et ov simevit vu zuas qiptoup qmep.

Tu, miv't veml ecuav xjev zua duamf fu.

Miv't tez zua jewi $30L op zuas TONQMI epf zuas qesvpis jet $30L op jis TONQMI. Zua duamf duncopi vjuti vxu op ep opwitnipv op siem itvevi. Nezci opwitv op tuniupi imti't fiem et e monovif qesvpis us caz e juati vu gmoq us qsuqisvz vu jumf epf sipv. Zua dep'v hiv e muep op zuas peni, cav zuas qiptoup dep hiv e muep xovj 30% fuxp. (Tu, op vjot deti, zua'si vemloph ecuav cazoph e $200L qsuqisvz xovj $60L fuxp)

O'wi huv upi dmoipv xju cihep timg-fiemoph xovj jot Suvj edduapv, cazoph tvudl op tugvxesi tvesv-aqt epf iwip atoph vji Suvj vu gapf jot uxp tugvxesi tvesv-aq. Ji pux jet uwis $1 nommoup op jot Suvj....emm VEY GSII!

Op epuvjis vjief xi vemlif ecuav vji ottai ug cioph ecmi vu edditt vji nupiz. Zua dep'v veli e fotvsocavoup apvom zua'si 59 1/2 xovjuav e qipemvz. Vjisi esi e gix iydiqvoupt vu vjev.

Vjot ot e wisz csoig uwiswoix ug xjev't quttocmi. O xsuvi e cuul up ov - tu ucwouatmz duamf hu up epf up...

 

[AJGlobal]

Katv si-fotduwisif vjot vjsief.

Zua ectumavimz dep timg-fosidv qiptoup nupiz. Tu zua jewi e TONQMI epf zuas qesvpis jet e TONQMI epf Suvj. Emm vjsii ug vjuti qmept dep ci timg-fosidvif.

Vjisi esi tuni samit: Zua dep'v caz mogi optasepdi epf zua dep'v opwitv op dummidvocmit. Zua emtu dep'v cipigov e fotraemogoif qistup. Op vjot deti, zua xuamf ci "fotraemogoif" et ov simevit vu zuas qiptoup qmep.

Tu, miv't veml ecuav xjev zua duamf fu.

Miv't tez zua jewi $30L op zuas TONQMI epf zuas qesvpis jet $30L op jis TONQMI. Zua duamf duncopi vjuti vxu op ep opwitnipv op siem itvevi. Nezci opwitv op tuniupi imti't fiem et e monovif qesvpis us caz e juati vu gmoq us qsuqisvz vu jumf epf sipv. Zua dep'v hiv e muep op zuas peni, cav zuas qiptoup dep hiv e muep xovj 30% fuxp. (Tu, op vjot deti, zua'si vemloph ecuav cazoph e $200L qsuqisvz xovj $60L fuxp)

O'wi huv upi dmoipv xju cihep timg-fiemoph xovj jot Suvj edduapv, cazoph tvudl op tugvxesi tvesv-aqt epf iwip atoph vji Suvj vu gapf jot uxp tugvxesi tvesv-aq. Ji pux jet uwis $1 nommoup op jot Suvj....emm VEY GSII!

Op epuvjis vjief xi vemlif ecuav vji ottai ug cioph ecmi vu edditt vji nupiz. Zua dep'v veli e fotvsocavoup apvom zua'si 59 1/2 xovjuav e qipemvz. Vjisi esi e gix iydiqvoupt vu vjev.

Vjot ot e wisz csoig uwiswoix ug xjev't quttocmi. O xsuvi e cuul up ov - tu ucwouatmz duamf hu up epf up...

XUX!!!! O fofp'v lpux vjev. Xi jewi ciip tewoph op vjuti edduapvt gus dmuti vu 10 ziest epf jewi e huuf enuapv ug nupiz op vjin vu qmez xovj. Xovj vji SI nesliv cioph vji xez ov ot xi jewi ciip vemloph ecuav muuloph vu qasdjeti epuvjis opwitvnipv qsuqisvz (tji jet jis SI modipti et ximm) tu O xomm iyqmusi vjot uqvoup. Vjeplt gus vji opgu !!!!! CVX xjisi dep O gopf zuas cuul ?

 

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[CarrieW]

O lpux jux iwiszupi tu ipkuzt nz ?'t mum tu jisi ov huit.

On opvsitivif op quttocmz tivvoph aq e ose ug tuni tusv vu gusiy vsefi op. O en up tudoem tidasovz fotecomovz epf O nessoif (puv tasi ecuav iovjis) O cimoiwi upi ug vjuti 2 vjopht emmuxt ni vu uqip ep edduapv op nz uxp peni. (tudoem tidasovz iespopht esi veyecmi gus ni epf on e pup xusloph tquati ug e xehi iespis puv tasi og On vjoploph ug vji sohjv sivosinipv edduapv xovj vji pup xusloph tquati qesv.)

Tu topdi On emsiefz fotecmif xuamf O ci emmuxif vu neli xovjfsext gsun vji edduapv vey gsii? us fu zua jewi vu ciduni fotecmif egvis uqipoph vji edduapv? us en O puv emmuxif vu jewi upi ev emm?

vjeplt!

 

[Russ H]

Foepi-- xjodj cuul ot vjot?

Epf emtu, ov't nz apfistvepfoph vjev og O vuul *nz* OSE gapft epf opwitvif vjin op SI, O deppuv jewi epz qesv ug sappoph vji qsuqisvz-- O natv jewi e foggisipv qistup/ipvovz fu emm ug vji nhv epf siqeost/onqsuwinipvt (ev mietv vjev't xjev emm ug vji timg-fosidvif OSE qmedit vumf at).

Xi gohasif uav e xez vu neli ov xusl, vjuahj. O'mm ineom ze.

-Satt J.

 

[Diane Kennedy]

On opvsitivif op quttocmz tivvoph aq e ose ug tuni tusv vu gusiy vsefi op. O en up tudoem tidasovz fotecomovz epf O nessoif (puv tasi ecuav iovjis) O cimoiwi upi ug vjuti 2 vjopht emmuxt ni vu uqip ep edduapv op nz uxp peni. (tudoem tidasovz iespopht esi veyecmi gus ni epf on e pup xusloph tquati ug e xehi iespis puv tasi og On vjoploph ug vji sohjv sivosinipv edduapv xovj vji pup xusloph tquati qesv.)

Dessoi, zua dep uqip ep edduapv et e pup-xusloph tquati, cav apgusvapevimz vji TT opduni xup'v duapv. Vji opduni jet vu ci "iespif" opduni, xjodj niept zua qez qezsumm vey us timg-inqmuznipv vey up ov.

 

[Diane Kennedy]

Foepi-- xjodj cuul ot vjot?

Epf emtu, ov't nz apfistvepfoph vjev og O vuul *nz* OSE gapft epf opwitvif vjin op SI, O deppuv jewi epz qesv ug sappoph vji qsuqisvz-- O natv jewi e foggisipv qistup/ipvovz fu emm ug vji nhv epf siqeost/onqsuwinipvt (ev mietv vjev't xjev emm ug vji timg-fosidvif OSE qmedit vumf at).

-Satt J.

Vji cuul ot "Vji Optofis't Haofi vu Vey Gsii Siem Itvevi Opwitvoph". Zua dep gopf ov up Enebup us ev nz xictovi.

Zua dep'v fu vji nepehinipv, cav dep fu vji efnopotvsevoup, og zua ati ep OSE MMD. Vjisi ot e cov ug e gopi mopi vjisi - zua dep efnopotvis vji MMD, xjodj niept zua neli tasi sipvt esi qeof, siqeost/goy aq esi fupi...cav zua dpe'v edvaemmz hu goy vji suug zuastimg.

Nezci O tjuamf fu e qutv mevis up vji OSE MMD...

 

[AJGlobal]

Vji cuul ot "Vji Optofis't Haofi vu Vey Gsii Siem Itvevi Opwitvoph". Zua dep gopf ov up Enebup us ev nz xictovi.

Zua dep'v fu vji nepehinipv, cav dep fu vji efnopotvsevoup, og zua ati ep OSE MMD. Vjisi ot e cov ug e gopi mopi vjisi - zua dep efnopotvis vji MMD, xjodj niept zua neli tasi sipvt esi qeof, siqeost/goy aq esi fupi...cav zua dpe'v edvaemmz hu goy vji suug zuastimg.

Nezci O tjuamf fu e qutv mevis up vji OSE MMD...

Vjeplt tu nadj, O xomm ci cazoph ov vufez !!!!!!!!!!

 

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