IRAs and Roth IRAs

3,118 topics in this forum

1. Inheritence and Roth maximum contributions

   By Guest scritchdog, April 6, 2002
   • 5 replies
   • 1.9k views
   • 
   • Guest
   • April 9, 2002

2. Mistaken IRA Contribution

   By Ananda, December 16, 2021
   • 5 replies
   • 937 views
   • 
   • Luke Bailey
   • December 21, 2021

3. Determination of the taxable portion of a 401K rolled over to an IRA

   By Guest pete30075, February 2, 2005
   • 5 replies
   • 2.1k views
   • 
   • WDIK
   • February 2, 2005

4. Which trust company will hold non-traded stock?

   By Guest PeterGulia, June 17, 1999
   • 5 replies
   • 2k views
   • 
   • Guest
   • July 18, 2000

5. Non-taxable settlement money is not earned income for Roth IRA purpose

   By Guest gpero, October 26, 2000
   • 5 replies
   • 12.1k views
   • 
   • david rigby
   • January 28, 2018

6. QDRO - Rollovers into and out of IRA's?

   By Erik Read, January 24, 2001
   • 5 replies
   • 3.7k views
   • 
   • Erik Read
   • January 29, 2001

7. Rollover to Roth IRA?

   By Guest gte118f, September 23, 2004
   • 5 replies
   • 1.5k views
   • 
   • John G
   • September 27, 2004

8. IRA as C-corp investor?

   By lexi, February 27, 2007
   • 5 replies
   • 3.4k views
   • 
   • lexi
   • March 5, 2007

9. Taxation on Pre and Post Tax Contributions in IRA

   By Guest Twinky, October 13, 2006
   • 5 replies
   • 6.3k views
   • 
   • Guest
   • October 18, 2006

10. My first Roth

    By Guest jido, April 8, 2002
    • 5 replies
    • 1.5k views
    • 
    • John G
    • April 8, 2002

11. Is anyone invested in VANGUARD - Roth IRA

    By Guest BigBoi1881, November 18, 2003
    • 5 replies
    • 2.5k views
    • 
    • dh003i
    • November 19, 2003

12. Pension Act - RE: IRA/non-spouse beneficiary

    By Guest jusducki, August 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • jevd
    • August 21, 2006

13. 4-year spread w/ regard to conversion to Roth

    By Guest robin s vatalaro, November 30, 1998
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • December 30, 1998

14. beneficiary default beneficiary on an IRA

    By JulesInCNY, February 25, 2021   

    • default
    • ira
    • 5 replies
    • 1.8k views
    • 
    • CNorris
    • April 30, 2021

15. Trust as beneficiary or is it the Trustee

    By Guest Shelton, March 7, 2002
    • 5 replies
    • 1.6k views
    • 
    • Alan Simpson
    • March 7, 2002

16. Failure to return the plan agreement

    By Guest mvangri, August 11, 2011
    • 5 replies
    • 1.8k views
    • 
    • Appleby
    • October 15, 2011

17. 5 year clock on rollover of Designated Roth

    By AndyH, April 28, 2016
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 13, 2016

18. Impermissible IRA Investment in Collectibles

    By Daniel Nugent, November 16, 2020
    • 5 replies
    • 1.3k views
    • 
    • Luke Bailey
    • November 24, 2020

19. Life ins contract in IRA

    By Moe Howard, December 8, 2006
    • 5 replies
    • 1.5k views
    • 
    • Bill Presson
    • December 10, 2006

20. IRA w/ estate as bene

    By benefitsguru, June 5, 2015
    • 5 replies
    • 1.6k views
    • 
    • Belgarath
    • June 5, 2015

21. IRA Distribution

    By Guest Joseph Ssiska, October 10, 2002
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • October 17, 2002

22. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 5 replies
    • 5.6k views
    • 
    • jane123
    • February 22, 2005

23. Roth IRA - Where To Buy?

    By Guest bloody hammer, March 18, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • March 20, 2006

24. IRA to IRA Exchange

    By Randy Watson, November 4, 2008
    • 5 replies
    • 2k views
    • 
    • jevd
    • November 5, 2008

25. Mistaken IRA Contributions

    By A Shot in the Dark, March 23, 2012
    • 5 replies
    • 2.4k views
    • 
    • Jim Chad
    • March 24, 2012

26. New Investor - Which broker to choose?

    By Guest Newcomer, December 26, 2005
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • January 7, 2006

27. IRA with no beneficiary named

    By Guest eric 6523, April 4, 2014   

    • ira beneficiary default
    • 5 replies
    • 2.6k views
    • 
    • John G
    • May 12, 2014

28. Beneficiary Disclamers on IRA Death Proceeds: Need an opinion

    By Guest David Hammond SRS, January 7, 1999
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 8, 1999

29. ROTH IRA Question

    By Guest buddaus, April 15, 2006
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2006

30. Self dealing limitations on Roth IRA's

    By John G, April 18, 2000
    • 5 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • April 28, 2000

31. 60 Day Question

    By bzorc, January 2, 2004
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • January 3, 2004

32. transfer to non retirement account

    By Guest dcf, November 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • John G
    • November 21, 2002

33. Withdrawal from Roth IRA

    By Guest vvk, March 1, 2007
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 15, 2007

34. Distribution from an inherited IRA

    By Richard Anderson, June 27, 2001
    • 5 replies
    • 1.9k views
    • 
    • BPickerCPA
    • June 29, 2001

35. Early distribution from ROTH IRAs

    By Guest earthscaper, October 12, 2008
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • October 14, 2008

36. Converted Roth IRA..how much can I take out w/o penalty?

    By Guest Clocker, February 27, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • March 8, 2004

37. Living Trust vs. Children as Roth IRA Beneficiary

    By Guest Jim Collins, May 13, 2001
    • 5 replies
    • 4.3k views
    • 
    • Bruce Steiner
    • May 15, 2001

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

    By 30Rock, June 25, 2024
    • 5 replies
    • 1.5k views
    • 
    • MDCPA
    • June 27, 2024

39. Life Insurance money- Is a Roth a good investment for this money?

    By Guest connfamily, August 13, 2004
    • 5 replies
    • 2.3k views
    • 
    • JAMES PATRICK
    • August 22, 2004

40. Are you required to withdraw after turning 70?

    By Guest forester, January 7, 2002
    • 5 replies
    • 1.4k views
    • 
    • david rigby
    • January 7, 2002

41. Inherited IRA

    By Guest gogators, June 21, 2007
    • 5 replies
    • 2.1k views
    • 
    • BPickerCPA
    • June 22, 2007

42. Deadline For Making Education Ira Contribution

    By Guest Shelton, September 19, 2001
    • 5 replies
    • 2.1k views
    • 
    • Appleby
    • September 24, 2001

43. Open a Roth IRA or max out 401k?

    By Guest Tkriger, April 18, 2006
    • 5 replies
    • 1.9k views
    • 
    • John G
    • May 8, 2006

44. Traditional IRA contribution and immediate rollover

    By Guest jlee, March 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 22, 2010

45. May a Surviving Spouse Establish Three Separate Spousal IRAs Following

    By Guest Edward McElroy, January 11, 1999
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 30, 1999

46. Rules on IRA Transfer

    By Guest star, March 19, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 22, 2005

47. American and foreign wife have questions about Roth IRA

    By Guest toddwyks, April 22, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • May 21, 2001

48. The Pros & Cons of Sub-accounts and No-loads

    By Guest kathye, December 3, 2004
    • 5 replies
    • 1.8k views
    • 
    • Bird
    • December 6, 2004

49. Rollovers and Foreign Withholding

    By DTH, March 1, 2004
    • 5 replies
    • 2.8k views
    • 
    • Appleby
    • March 4, 2004

50. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • txdd
    • January 5, 2018