IRAs and Roth IRAs

3,119 topics in this forum

1. IRA distributed to incorrect bene...

   By Guest TPAStacey, October 9, 2008
   • 4 replies
   • 3k views
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   • John G
   • October 9, 2008

2. Qualified Charitable Distributions extended to 12/31/09

   By jevd, October 2, 2008
   • 10 replies
   • 2.5k views
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   • Guest
   • October 6, 2008

3. Avoiding 10% premature distribution penalty

   By SMB, October 1, 2008
   • 2 replies
   • 2.6k views
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   • ERISAnut
   • October 1, 2008

4. Need help to clarify 2 points on 12-month rule

   By masteff, September 22, 2008
   • 1 reply
   • 1.8k views
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   • Guest
   • September 22, 2008

5. Rollover of 401k to Roth IRA - need help please

   By Guest pinkshell, September 19, 2008
   • 2 replies
   • 2.1k views
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   • Guest
   • September 21, 2008

6. 401(k) Rollover into A Roth IRA

   By DTH, September 17, 2008
   • 1 reply
   • 1.8k views
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   • ERISAnut
   • September 18, 2008

7. Rollover of IRA to 401(k) to Avoid MRDs

   By PMC, September 12, 2008
   • 4 replies
   • 1.7k views
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   • Guest
   • September 13, 2008

8. Trust as Beneficiary to Marital Trust

   By Guest JBird3955, September 4, 2008
   • 7 replies
   • 3.5k views
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   • Bird
   • September 8, 2008

9. Rollover IRA

   By jkdoll2, August 25, 2008
   • 2 replies
   • 1.9k views
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   • masteff
   • August 25, 2008

10. Roth 401(K)s and 415 limits

    By Guest bostonroscrea, August 22, 2008
    • 6 replies
    • 3k views
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    • K2retire
    • August 23, 2008

11. Supplemental Roth IRA - need help getting started

    By Guest Spicoli, August 11, 2008
    • 12 replies
    • 9.8k views
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    • K2retire
    • August 20, 2008

12. Convert only post-tax money in Trad IRA to Roth?

    By Guest MSDalt, August 16, 2008
    • 1 reply
    • 2.2k views
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    • masteff
    • August 16, 2008

13. 16 going on 17: roth IRA?

    By Guest JimmyC, July 7, 2008
    • 10 replies
    • 3.1k views
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    • Guest
    • August 8, 2008

14. Personal Guaranty Creates Prohibited Transaction? 1 2

    By Guest tschotland, July 22, 2008
    • 71 replies
    • 10.3k views
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    • Guest
    • August 8, 2008

15. roll roth ira to roth 401(k)?

    By Lori H, August 6, 2008
    • 3 replies
    • 2.6k views
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    • Guest
    • August 8, 2008

16. Roth Conversion IRA

    By Yesnam, July 31, 2008
    • 5 replies
    • 2.3k views
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    • Yesnam
    • August 3, 2008

17. Short Selling in IRA / Profit Sharing Plan

    By Guest tschotland, July 22, 2008
    • 7 replies
    • 9.4k views
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    • Guest
    • July 24, 2008

18. Spouse beneficiary rollover to Roth

    By Guest proyce, July 24, 2008
    • 1 reply
    • 2.2k views
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    • masteff
    • July 24, 2008

19. $100,000 Adjusted Gross Income Restriction Applies to Roth 401(k) to Roth IRA Rollovers in 2008 and 2009

    By Appleby, July 20, 2007
    • 11 replies
    • 4.4k views
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    • Guest
    • July 24, 2008

20. Legal Fees

    By Randy Watson, July 23, 2008
    • 1 reply
    • 1.6k views
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    • Guest
    • July 24, 2008

21. Non-traditional Student beginner to investing

    By Guest laheyc82, July 16, 2008
    • 7 replies
    • 1.6k views
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    • John G
    • July 17, 2008

22. Collectibles in a rollover IRA

    By Guest dhall, July 8, 2008
    • 4 replies
    • 2k views
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    • JanetM
    • July 9, 2008

23. Donald R. Levy (passed away on June 29)

    By Gary Lesser, July 3, 2008
    • 0 replies
    • 1.5k views
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    • Gary Lesser
    • July 3, 2008

24. Going from Roth to Traditional IRA

    By katieinny, June 30, 2008
    • 5 replies
    • 2.2k views
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    • Appleby
    • July 1, 2008

25. Corrective Distribution

    By sdix401k, June 30, 2008
    • 1 reply
    • 2.4k views
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    • Guest
    • June 30, 2008

26. roth and annuties

    By Guest bob1, June 27, 2008
    • 1 reply
    • 1.2k views
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    • JanetM
    • June 27, 2008

27. minimum distribution

    By Tom Poje, June 24, 2008
    • 10 replies
    • 2.1k views
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    • jpod
    • June 26, 2008

28. 401K and Roth IRA limits

    By Guest stets, June 25, 2008
    • 2 replies
    • 2.3k views
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    • Guest
    • June 25, 2008

29. IRS Notice 2008-30

    By Guest proyce, June 16, 2008
    • 2 replies
    • 2.7k views
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    • Guest
    • June 18, 2008

30. Husband and Wife- combine Roth IRA's?

    By Guest nichoju80, June 16, 2008
    • 3 replies
    • 6.7k views
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    • John G
    • June 17, 2008

31. 401(k) & roth ira

    By Guest vinnie2shoes, May 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • John G
    • May 30, 2008

32. LAID OFF - ROLL 401K TO ROTH IRA?

    By Guest DNAP, May 8, 2008
    • 2 replies
    • 2.3k views
    • 
    • PensionPro
    • May 24, 2008

33. Inherited IRAs

    By Guest Bearlee, April 15, 2008
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 21, 2008

34. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • May 21, 2008

35. ROTH IRA Excess Contributions and Associated Earnings

    By Guest freeness, May 19, 2008
    • 10 replies
    • 3.6k views
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    • Appleby
    • May 21, 2008

36. Already contributed for '08 but will exceed income to be eligible?

    By Guest jalkelly, May 17, 2008
    • 5 replies
    • 1.5k views
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    • Appleby
    • May 21, 2008

37. Beneficiary Designation

    By bzorc, May 12, 2008
    • 5 replies
    • 2.4k views
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    • Guest
    • May 16, 2008

38. Asset allocation

    By Guest Gracey, May 15, 2008
    • 4 replies
    • 1.9k views
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    • John G
    • May 15, 2008

39. §408(d)(6)/§71(b)(2)(A) Issue

    By chris, May 13, 2008
    • 5 replies
    • 2.7k views
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    • chris
    • May 14, 2008

40. HSA 2009 Limitation Chart (pdf)

    By Gary Lesser, May 14, 2008
    • 0 replies
    • 3.3k views
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    • Gary Lesser
    • May 14, 2008

41. Transferring Mutual Fund to Roth IRA

    By Guest oldman74, May 7, 2008
    • 2 replies
    • 1.8k views
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    • JanetM
    • May 7, 2008

42. IRS Announcement 2008-44

    By Belgarath, May 1, 2008
    • 0 replies
    • 1.3k views
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    • Belgarath
    • May 1, 2008

43. Excess Roth IRA Contribution

    By Guest IRA-Excess, February 23, 2008
    • 3 replies
    • 6.3k views
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    • Guest
    • April 16, 2008

44. Modification of section 72(t) SEPP

    By Guest CJA, April 14, 2008
    • 4 replies
    • 4.9k views
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    • jevd
    • April 14, 2008

45. Surviving Spouse rollover from 401(k) Plan to IRA

    By blue, April 11, 2008
    • 3 replies
    • 2.6k views
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    • Appleby
    • April 12, 2008

46. UBTI Payment/990-T

    By Guest cashmere, March 9, 2007
    • 8 replies
    • 4k views
    • 
    • Guest
    • April 4, 2008

47. Recharacterization and Tax Ramificatinos

    By Guest jland, April 2, 2008
    • 1 reply
    • 1.3k views
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    • Appleby
    • April 4, 2008

48. RMD Distribution in kind

    By Guest Bob Lees, March 31, 2008
    • 3 replies
    • 2.4k views
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    • John G
    • April 2, 2008

49. Is Roth IRA Distribution taxable?/after selling

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

50. Roth already started, now make too much; What to do?

    By Guest nichoju80, March 19, 2008
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • March 24, 2008