S***P
发帖数: 335 | 1 离开前雇主，需要处理一下 401K/ESOP 账户，有没有好的开户promotion
chase sapphire banking $1,000 开户奖励怎么样？
https://accounts.chase.com/consumer/banking/online/sapphirebanking
求其他推荐 |
G****A
发帖数: 4160 | 2 Within 45 calendar days, transfer a total of $75,000 or more in qualifying
new money or securities to a combination of eligible checking, savings, and/
or investment accounts (excludes any J.P. Morgan retirement accounts and CDs
), and maintain that balance for at least 90 days |
S***P
发帖数: 335 | 3 顶一下
【在 S***P 的大作中提到】
: 离开前雇主，需要处理一下 401K/ESOP 账户，有没有好的开户promotion
: chase sapphire banking $1,000 开户奖励怎么样？
: https://accounts.chase.com/consumer/banking/online/sapphirebanking
: 求其他推荐
|
c*********i
发帖数: 79 | 4 最好能inkind convert到同一个broker去。
否则要liquidate，一买一卖时间把握不好，差好几千甚至上万 |
S***P
发帖数: 335 | 5 不是 publicly traded stock, 不可以买卖, 就只有cash value.
【在 c*********i 的大作中提到】
: 最好能inkind convert到同一个broker去。
: 否则要liquidate，一买一卖时间把握不好，差好几千甚至上万
|
n*q
发帖数: 258 | 6 401k转personal checking, 还保留90天？
$75000，先扣10%罚款，没了$7500。因为你没在60天内完成rollover。再按正常收入交
税。假设30%（联邦+州税）再去掉$22500税。
为了$1000损失掉近一半，你图啥？ |
S***P
发帖数: 335 | 7 当然不能转checking,要缴税加10% penalty, 肯定不值.
那个promotion 包含transfer money to investment account
transfer a total of $75,000 or more in qualifying new money or securities to
a combination of eligible checking, savings and/or investment accounts
我是想在那弄个新的IRA, 存满90天走人. 下周去local branch 问问(必须在local
branch 开户)
【在 n*q 的大作中提到】
: 401k转personal checking, 还保留90天？
: $75000，先扣10%罚款，没了$7500。因为你没在60天内完成rollover。再按正常收入交
: 税。假设30%（联邦+州税）再去掉$22500税。
: 为了$1000损失掉近一半，你图啥？
|
R*******g
发帖数: 194 | 8 How much does your 401K account charge when you transfer money (rollover) to
IRA?
I have one account charge $75 the other charge $50.
to
【在 S***P 的大作中提到】
: 当然不能转checking,要缴税加10% penalty, 肯定不值.
: 那个promotion 包含transfer money to investment account
: transfer a total of $75,000 or more in qualifying new money or securities to
: a combination of eligible checking, savings and/or investment accounts
: 我是想在那弄个新的IRA, 存满90天走人. 下周去local branch 问问(必须在local
: branch 开户)
|
S***P
发帖数: 335 | 9 $50, Chase might be able to re-imburse the fee if you rollover to a new
investment account there (does not hurt to ask)
to
【在 R*******g 的大作中提到】
: How much does your 401K account charge when you transfer money (rollover) to
: IRA?
: I have one account charge $75 the other charge $50.
:
: to
|
