Bank Of America – Merrill Edge – Funding Self Directed Roth IRA & Setting Up Transfers

by | Oct 30, 2022 | Vanguard IRA | 10 comments

Bank Of America – Merrill Edge – Funding Self Directed Roth IRA & Setting Up Transfers




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10 Comments

  1. mhiz Sandra

    I need assistance on transferring the check deposit I made to Merrill edge account

  2. WyMustIGo

    NOTE: Remember the 5 year rule 😉

    If you are 59 1/2 years old today, and you create your first Roth IRA account today. Then lets say you are very lucky, you deposit $10,000 today into it and lets say 1 year later you doubled that to $20,000. (Don't count on that! LOL). Even though you are over 59 1/2, you will have to pay taxes on ANY withdrawl more than that initial $10,000 because the Roth account did not exist for 5 years yet. So you are limited to only withdrawl up to10k until the 5 year timer expires without taxes on any amount over that 5k.

  3. Holly Do

    Can you please do the video to show how to invest in Roth IRA with Merrill Edge thanks

  4. Novice coin guy

    Hi I have a 401 k like to roll over at BofA can I roll over it to an ira cd account.

  5. By Khai Tran

    Hi for the Roth IRA monthly transfer are there any fees every month?

  6. MrMetalHead1100

    Can you explain how to invest once youve funded your account?

  7. Nicko Wardana

    Still new with investing, so in your case you schedule $600/year, is that mean each year the IRA account will take automatically $600 on the date you schedule them?

  8. Asuka777

    I just opened a Roth IRA but I need to transfer 22K from my BOA savings.Can I do that? and How? I see a 5500 limit

  9. George McGovern

    Traditional IRA at Vanguard since 1989. May xfer it in 2018 to Merrill Edge. At Vanguard it's $7 trades but commission free Vanguard ETF (limited trading permitted) and commission free Vanguard Mutual Funds

  10. BrentInvesting

    Thanks For Watching!
    Do you use a 401K, Traditional IRA, ROTH IRA, Self Directed ROTH IRA or another account? Let Me Know!

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