Why not open a self-directed Roth and rollover an amount equal to purchase price and closing costs of the new home into the self-directed Roth, then go buy the new home in the Roth? This would preserve the Roth "investment" as once you withdraw it, the tax-free compounder is gone forever. At least this way, the Roth grows as your home appreciates, and if you ever turned it into a rental, tax-free rental income. Just a creative thought.
Thank you. I just pre-ordered the book, which I know will be exceptional. I will now order copies for each of my adult children. I read, religiously, Jonathan's columns in the WSJ for years and followed him from there. He has helped, and is missed, by so many.
I am so sad. I have enjoyed Jonathan's work for 30+ years. The world is better because of him and it's too bad we couldn't have more of him. RIP, my friend. 💔
Comments
Why not open a self-directed Roth and rollover an amount equal to purchase price and closing costs of the new home into the self-directed Roth, then go buy the new home in the Roth? This would preserve the Roth "investment" as once you withdraw it, the tax-free compounder is gone forever. At least this way, the Roth grows as your home appreciates, and if you ever turned it into a rental, tax-free rental income. Just a creative thought.
Post: Thinking of a possible reason to tap Roth earlier then planned
Link to comment from July 10, 2026
Thank you. I just pre-ordered the book, which I know will be exceptional. I will now order copies for each of my adult children. I read, religiously, Jonathan's columns in the WSJ for years and followed him from there. He has helped, and is missed, by so many.
Post: Money and Me by Jonathan Clements
Link to comment from May 15, 2026
I am so sad. I have enjoyed Jonathan's work for 30+ years. The world is better because of him and it's too bad we couldn't have more of him. RIP, my friend. 💔
Post: Farewell Friends
Link to comment from September 22, 2025
Kristine, I'm in the Phoenix area also and would love to know where your training sessions are and how to learn more.
Post: When You Love What You Do. Definitely NOT a rant.
Link to comment from June 15, 2025