http://www.rollover.com

http://www.rollover.com

Posted in the IRA Forum

rollover ira

Chicago, IL

#1 Mar 28, 2012
I’m curious as to what happens if you transfer pre-existing investments into a TSFA. Will it be like an RRSP whereas you have to pay capital gains, if you make a profit, but can’t claim capital losses if you don’t???

I’m also excited over the fact that I can now hold some ‘safer’ investments outside of my RRSPs… which will be very useful when saving for those expenses with a short term horizon.

This really does add a whole new dimension to tax effeciency!
John

Kailua, HI

#2 Jun 10, 2013
Be sure to get low values on LPs, LLCs, Notes and Real Estate when rolling over an IRA.

www.EVAValue.com

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