IRAs and Roth IRAs

3,118 topics in this forum

1. Personal Guaranty Creates Prohibited Transaction? 1 2

   By Guest tschotland, July 22, 2008
   • 71 replies
   • 10.2k views
   • 
   • Guest
   • August 8, 2008

2. RMD and death in year one turns 70.5 1 2

   By Guest BruceC, October 22, 2008
   • 66 replies
   • 13.7k views
   • 
   • Guest
   • November 5, 2008

3. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J 1 2

   By Guest MTL-CPA, December 7, 1999
   • 50 replies
   • 7.4k views
   • 
   • Guest
   • December 30, 1999

4. Should I open a traditional IRA right now?

   By Guest ctfudge07, January 7, 2007
   • 36 replies
   • 4.9k views
   • 
   • Guest
   • January 18, 2007

5. UBTI

   By Guest Sieve, October 6, 2009
   • 33 replies
   • 6.4k views
   • 
   • J Simmons
   • October 21, 2009

6. Reporting distributions that were contributions

   By Guest gzwick26, March 23, 2009
   • 30 replies
   • 5k views
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   • Guest
   • April 2, 2009

7. Individual Stocks/Stock Options from ROTH IRA account

   By Guest investorforlife, January 13, 2004
   • 28 replies
   • 9.8k views
   • 
   • John G
   • February 14, 2004

8. Employer's Profit Share plan cause IRA to not be deductible?

   By Guest bayinsure, March 27, 2007
   • 27 replies
   • 8.3k views
   • 
   • Guest
   • July 10, 2007

9. Can substantially equal payments be larger?

   By Guest Jeff Salisbury, December 5, 1999
   • 27 replies
   • 3.6k views
   • 
   • Dave Baker
   • December 16, 1999

10. Beneficiary change on IRA without owner's consent

    By Guest FAB, September 1, 2010
    • 27 replies
    • 10.4k views
    • 
    • John G
    • May 12, 2014

11. Move to do away with Roth

    By Guest dlsife, August 1, 2002
    • 27 replies
    • 3.8k views
    • 
    • John G
    • July 23, 2003

12. Rollover to IRA in excess of $5,000 without consent; what remedy for p

    By Guest RBeck, February 11, 2003
    • 26 replies
    • 3.7k views
    • 
    • Guest
    • February 14, 2003

13. Trying to get this straight....

    By Guest msdossys, January 26, 2007
    • 24 replies
    • 3.2k views
    • 
    • John G
    • January 30, 2007

14. substitute one IRA investment for another

    By Guest Dolores, September 27, 2007
    • 22 replies
    • 5.2k views
    • 
    • jevd
    • November 11, 2008

15. Naming your own beneficiary for an inherited IRA?????

    By Kathy, April 6, 1999
    • 20 replies
    • 3.6k views
    • 
    • Guest
    • April 30, 1999

16. Roth ?

    By Guest lrc425, March 14, 2005
    • 20 replies
    • 4.1k views
    • 
    • John G
    • April 1, 2005

17. 1999 Conversion to Roth IRA and contribution to 1999 Reg. Roth IRA

    By Guest Loxielady, April 6, 2000
    • 20 replies
    • 2.9k views
    • 
    • BPickerCPA
    • April 14, 2000

18. Help! IRAs Loaning to a Charity

    By Guest John P., November 6, 2012
    • 20 replies
    • 4.9k views
    • 
    • Guest
    • January 28, 2013

19. Check book control of IRA

    By Guest valerie4975, February 12, 2005
    • 20 replies
    • 3k views
    • 
    • John G
    • February 21, 2005

20. Bizarre IRA Investment

    By dmwe, September 23, 2010
    • 19 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2010

21. Transfer Roth IRA to a Holding Company or LLC?

    By Guest star, February 25, 2005
    • 19 replies
    • 6.9k views
    • 
    • mbozek
    • March 4, 2005

22. How to caluculate life expectancy of spouse if not sole beneficiary.

    By Guest ElizabethH, March 13, 2001
    • 19 replies
    • 3k views
    • 
    • KJohnson
    • May 2, 2001

23. Open IRA in decedent's name...

    By chris, March 10, 2003
    • 19 replies
    • 4.8k views
    • 
    • jevd
    • September 12, 2003

24. IRA all in Real Estate How does he pay RMD?

    By Jim Chad, December 15, 2011
    • 19 replies
    • 8.8k views
    • 
    • Guest
    • January 6, 2012

25. Waiver of 60-Day rollover rule; broker said the rollover rule was 90 d

    By Guest BKH, January 28, 2003
    • 19 replies
    • 6.9k views
    • 
    • Guest
    • February 14, 2003

26. Does an former spouse have rights to deceased person's IRA?

    By katieinny, June 8, 2007
    • 18 replies
    • 5.8k views
    • 
    • katieinny
    • July 20, 2007

27. Where to invest a roth IRA?

    By david rigby, October 22, 2004
    • 17 replies
    • 3.4k views
    • 
    • John G
    • November 22, 2004

28. Wash sales using IRA

    By Guest nicola, November 14, 2005
    • 17 replies
    • 7k views
    • 
    • John G
    • December 26, 2005

29. Minimum age for start of Roth IRA?

    By tuni88, July 5, 2011
    • 16 replies
    • 36.4k views
    • 
    • Guest
    • July 22, 2011

30. Rollover life inusrance death benefit to Roth IRA

    By Ananda, October 27, 2021
    • 16 replies
    • 4.9k views
    • 
    • Peter Gulia
    • November 2, 2021

31. another newbie! please help!

    By Guest angie8179, December 30, 2004
    • 16 replies
    • 2.7k views
    • 
    • GBurns
    • January 2, 2005

32. Should I open a Roth IRA?

    By Guest Fa Fa Fo Hi, January 23, 2007
    • 16 replies
    • 4.2k views
    • 
    • John G
    • March 14, 2007

33. Separate accounts under the NEW minimum required distribution regulati

    By Guest Martin Silfen, January 18, 2001
    • 16 replies
    • 2.9k views
    • 
    • Guest
    • May 2, 2002

34. Deliberate Excess Contributions

    By Guest rgeary, September 19, 2000
    • 16 replies
    • 4.3k views
    • 
    • Guest
    • February 23, 2001

35. Deceased named living trust as designated beneficiary of IRA...how to

    By Guest le190, March 22, 1999
    • 15 replies
    • 2.6k views
    • 
    • Bruce Steiner
    • May 24, 1999

36. 401K rollover to IRA, then conversion to ROTHIRA and prorata

    By Guest BigAl, April 28, 2002
    • 15 replies
    • 3.8k views
    • 
    • Appleby
    • October 29, 2004

37. Traditional to Roth

    By Guest David Ardito, September 24, 1999
    • 15 replies
    • 2.3k views
    • 
    • Bruce Steiner
    • October 17, 1999

38. 31/married/1 year old twins / 25K to invest - help?

    By Guest SpeechCoach, January 20, 2003
    • 15 replies
    • 2.4k views
    • 
    • John G
    • January 27, 2003

39. Lost IRA info

    By Guest tfisht33, September 24, 2008
    • 15 replies
    • 12.6k views
    • 
    • JanetM
    • October 9, 2008

40. Transfer incident to divorce under 408(d)(6) from an inherited IRA of a non-spouse beneficiary to his/her spouse/ex-spouse IRA

    By jevd, May 19, 2004
    • 15 replies
    • 8.5k views
    • 
    • mbozek
    • June 3, 2004

41. Rollover contribution to inherited IRA

    By Guest AFRICA6796, October 1, 2002
    • 15 replies
    • 3.7k views
    • 
    • Guest
    • October 11, 2002

42. Here's one for me . . .

    By Guest Mrilaomt, April 6, 2004
    • 15 replies
    • 1.7k views
    • 
    • John G
    • April 13, 2004

43. PLR 200450057

    By Belgarath, December 14, 2004
    • 15 replies
    • 3.5k views
    • 
    • mbozek
    • December 17, 2004

44. Getting Started Early

    By Guest Tumbler, June 23, 2003
    • 14 replies
    • 2.3k views
    • 
    • John G
    • July 21, 2003

45. Is Roth IRA Distribution taxable?/after selling

    By Guest gzwick26, March 21, 2008
    • 14 replies
    • 4.1k views
    • 
    • jevd
    • March 31, 2008

46. Beyond Roth IRA

    By Guest theedge, March 21, 2007
    • 14 replies
    • 2.5k views
    • 
    • John G
    • March 24, 2007

47. Choosing Target Funds

    By Guest Spicoli, September 16, 2008
    • 14 replies
    • 2.8k views
    • 
    • John G
    • October 15, 2008

48. Self-Directed ROTH IRA LLC - A Quandry

    By Guest Jim1Best, December 21, 2007
    • 14 replies
    • 5.4k views
    • 
    • John G
    • December 27, 2007

49. Real Estate

    By Archimage, March 1, 2004
    • 14 replies
    • 3.6k views
    • 
    • Lame Duck
    • March 4, 2004

50. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 33.5k views
    • 
    • Run4life
    • July 26, 2020