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Investments
To start simply, I need to transfer some dough from a joint IRA to my own acct. I would like to have this moola invested, while at the same time have access to it through a checking acct. It would be unlikely I would access it, but I want the liquidity.
I dont know if there is a financial product out there that allows me to do this, while protecting me from tax liability. Do you? Nor do I know if the funds transferred have to go into an IRA again, or if they are mine to invest as I would like. Again, its the tax liability that Im looking at.
I will talk to the investment manager, but I would like to go in with some info of products that would suit my needs.
Does anyone have any thoughts on this?
Thanks.
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As far as possible, without surrender, be on good terms with all persons...be cheerful; strive for happiness - Desiderata
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