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IRAs and Roth IRAs

See also: the SEP, SARSEP and SIMPLE Plans message board.

3,123 topics in this forum

  1. Minimizing bookkeeping on a traditional IRA with a non-deductible component

    By daverusin,   
    • 0 replies
    • 84 views

  2. In Plan conversions gone crazy

    By ejohnke,
    • 9 replies
    • 380 views

  3. How does an IRA holder know what her IRA’s custodial-account agreement provides?

    By Peter Gulia,
    • 0 replies
    • 295 views

  4. RMD and Roth Conversion

    By BruceM,
    • 2 replies
    • 443 views

  5. Inherited IRAs

    By J Simmons,
    • 3 replies
    • 1k views

  6. 1099R to individual beneficiary rather than trust

    By BonoConsilio,
    • 0 replies
    • 412 views

  7. Planning for Inherited Roth IRA

    By Barbara,
    • 3 replies
    • 4.6k views

  8. Excess Roth IRA Contribution

    By ROCPost585,
    • 4 replies
    • 1.3k views

  9. IRA Beneficiary Dies Hours After Original Depositor

    By guestdelta,
    • 7 replies
    • 2.6k views

  10. Calculating RMDs

    By AZinsser,
    • 5 replies
    • 2.3k views

  11. Fix for intended "IRA"

    By J Simmons,
    • 3 replies
    • 1.1k views

  12. Returning funds to traditional IRA

    By Mark G,
    • 8 replies
    • 12k views

  13. IRA distributions when there are after-tax and pre-tax

    By 30Rock,
    • 5 replies
    • 2k views

  14. Our family's dairy farm is selling and we'd like to buy a lot and build a house - how do avoid capital gains

    By Dairy Farmer,
    • 2 replies
    • 1.9k views

  15. IRA $$ Stolen

    By J Simmons,
    • 4 replies
    • 3.7k views

  16. IRA provider withholding funds from account owner post-divorce

    By Carla G.,   
    • 2 replies
    • 1.3k views

  17. Can Multiple IRAs of Deceased Owner be Aggregated for RMD Purposes?

    By Plan Doc,
    • 4 replies
    • 2.9k views

  18. Relief for Missed RMDs Due to IRA Beneficiary Dispute

    By Plan Doc,
    • 3 replies
    • 1.5k views

  19. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

    By Sabrina1,
    • 0 replies
    • 1.2k views

  20. Successor Beneficiary RMDs

    By Dobber,
    • 2 replies
    • 2.3k views

  21. Roth Conversion Issue

    By bzorc,
    • 2 replies
    • 1.2k views

  22. Unqualified Withdrawals

    By TD,
    • 2 replies
    • 1.6k views

  23. In plan Rollovers to a Roth Designated Account

    By TD,
    • 1 reply
    • 1.1k views

  24. SIMPLE IRA Contributions Not Affecting amount an individual can contribute to a ROTH or Traditional IRA

    By TD,
    • 3 replies
    • 9.2k views

  25. Time Period for Making Salary Reduction Contributions to a SIMPLE

    By TD,
    • 1 reply
    • 1.3k views

  26. QCD for Split-Interest Entity

    By Ian,
    • 1 reply
    • 1.2k views

  27. Ian

    By Ian,   
    • 0 replies
    • 934 views

  28. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king,
    • 0 replies
    • 997 views

  29. Non model SEP and Qualified Plan Adopted

    By Dougsbpc,
    • 6 replies
    • 2.6k views

  30. RMD for Prior Year and Account Owner Deceased

    By David Olive,
    • 3 replies
    • 1.4k views
    • EBP
    • EBP

  31. Help with potential inherited IRA's and best planning techniques

    By RayJJohnsonJr,
    • 1 reply
    • 1.5k views

  32. Excess IRA contribution converted to Roth

    By cathyw,
    • 6 replies
    • 3.1k views

  33. Theft of IRA Assets & Settlement

    By Danny CPA,
    • 3 replies
    • 2.2k views

  34. roth converted 2 years ago, now over 59.5, is distribution taxable?

    By JHalligan,
    • 3 replies
    • 993 views

  35. Is an IRA’s sale to a not-yet spouse a prohibited transaction?

    By Peter Gulia,
    • 7 replies
    • 3k views
    • JOH
    • JOH

  36. Roth conversion with Withholding, under 59 1/2

    By Suellen Howard,
    • 7 replies
    • 2.6k views

  37. 72(t)

    By Dobber,
    • 1 reply
    • 1.6k views

  38. Inherited IRA and escheatment

    By BruceM,
    • 12 replies
    • 3.9k views
    • ACK
    • ACK

  39. Roth IRA's under proposed RMD regulations

    By Retired, but still reading,
    • 1 reply
    • 1k views

  40. Mistitled Inherited IRA. Any recourse?

    By Philster,
    • 2 replies
    • 2.4k views

  41. Self-directed IRA / Prohibited Services to Plan Asset

    By KEM,   
    • 6 replies
    • 1.3k views
    • KEM
    • KEM

  42. Roth IRA - Spousal Beneficiary & 5-year clock

    By Dobber,
    • 2 replies
    • 1.1k views

  43. 5 Year Rule - Inherited Roth IRAs

    By austin3515,
    • 5 replies
    • 1.9k views

  44. Spouse Beneficiary

    By Dobber,
    • 7 replies
    • 2k views

  45. Mistaken IRA Contribution

    By Ananda,
    • 5 replies
    • 1.2k views

  46. Death of beneficiary spouse shortly after IRA owner dies

    By Bird,
    • 7 replies
    • 1.6k views

  47. unforeseen acquisition

    By Biz Develop Consultant BJF,
    • 1 reply
    • 803 views

  48. Order Transferring IRA Subject to Divorce.

    By Thornton,
    • 3 replies
    • 3.6k views

  49. 60 day rollover rules

    By mjf06241972,
    • 9 replies
    • 2.5k views

  50. Rollover life inusrance death benefit to Roth IRA

    By Ananda,
    • 16 replies
    • 6.1k views
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