r2i forum

Totally agree. Hearty Thanks Desi. I have been immensely benefited from all the details You have provided since i opened this thread. Very grateful to you.
Such a learning for me . Thank you once gain.

Desi, Yes i did mean ROTH conversion. But i was of the opinion that inorder to do a ROTH conversion, one needs to set up a ROTH IRA a/c first. Just like you first create a IRA a/c and roll over your 401K funds. I just went by that same token. Lest, how would you have the funds parked in an a/c and ...

Desi Based on your recommendation i have rolled over both my 401K and IRA with T.Rowe into Vanguard IRA a/c. Right now the funds close to 100K are parked in Vanguard IRA, which right now vested in their Money Market a/c. 1. Can you recommend some Vanguard fund picks to invest 100K current available ...

Desi, I just had a couple of more follow up questions, if you have time for it. 1. It was my understanding that the gains from MF investments in India are not taxable if the funds invested are in [B]Equities[/B]. Is this true only for Indians and not USC even if you have a OCI ? 2. Can you shed some ...

Desi I missed to mention few points. I do not need this money immediately as we are going to be employed in India with a monthly income. Also i don't necessarily have to keep funds in my IRA, if it's not a good idea. Would i be better off taking money out of my 401K or IRA a/c and investing them in ...

Desi, Myself, spouse and Children are USC. I am hoping my R2I is permanent at this point. I recently quit my job and have about 40K in my 401K, which i was hoping to roll over to an IRA @ vanguard. I already have another IRA a/c with T.Rowe Price (30K) which has my previous employment's 401K rolled ...

I am returning to India after a 13 yr stint in the US and i can't be more excited. I am planning to invest most of my savings in Mutual Funds in India. While i would like to keep a small portion of my savings in US for future educational needs of my 2 children. I would like to invest 100K in ...