IRAs and Roth IRAs

3,118 topics in this forum

1. Traditional IRA rolled into SEP IRA

   By MarZDoates, January 22, 2003
   • 6 replies
   • 2.3k views
   • 
   • jevd
   • January 23, 2003

2. Distributions of Life Insurance from DB Keogh Plan

   By Guest, May 1, 2001
   • 1 reply
   • 2.3k views
   • 
   • rcline46
   • May 1, 2001

3. IRS Announces Plan Limits for 2010

   By Appleby, October 15, 2009
   • 0 replies
   • 2.3k views
   • 
   • Appleby
   • October 15, 2009

4. Assigning the right of inherited IRA assets- what are the effects?

   By Guest Shelton, June 5, 2002
   • 2 replies
   • 2.3k views
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   • mbozek
   • June 6, 2002

5. IRD issues when uding IRA to fund QTIP

   By Guest AmyK, October 31, 2001
   • 1 reply
   • 2.3k views
   • 
   • Mary Kay Foss
   • November 2, 2001

6. Spousal consent to beneficiary designation in CP State

   By Guest medinael, August 29, 2007
   • 1 reply
   • 2.3k views
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   • Guest
   • August 29, 2007

7. Rollover after death

   By Bruce Steiner, November 1, 2004
   • 2 replies
   • 2.3k views
   • 
   • mbozek
   • November 4, 2004

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

   By Peter Gulia, September 27, 2022
   • 7 replies
   • 2.3k views
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   • JOH
   • September 29, 2022

9. Recent Forbes "IRA Adventures " implied your IRAs could own your business

   By Guest tclviii=rira, November 1, 2005
   • 7 replies
   • 2.3k views
   • 
   • John G
   • November 4, 2005

10. Contributions to Traditional and Roth IRA for 2001?

    By Guest ff5561, January 5, 2002
    • 8 replies
    • 2.3k views
    • 
    • John G
    • January 14, 2002

11. PT when SELLING Roth real estate

    By Guest portstjoe, March 6, 2004
    • 4 replies
    • 2.3k views
    • 
    • John G
    • March 8, 2004

12. 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

13. MLPs in an IRA

    By Guest RJRogers, May 14, 2011
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • May 16, 2011

14. Can Roth IRA conversions be withdrawn in less than 5 years if you are over 59.5?

    By Guest rkal66, November 25, 2003
    • 3 replies
    • 2.3k views
    • 
    • Appleby
    • November 30, 2003

15. Can my 17 year-old-son have an IRA?

    By Guest benzgyrl94, September 20, 2003
    • 1 reply
    • 2.3k views
    • 
    • John G
    • September 21, 2003

16. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 26, 2007

17. Cashing stock to begin Roth IRA?

    By Guest calluke, March 27, 2006
    • 4 replies
    • 2.3k views
    • 
    • John G
    • March 30, 2006

18. Reporting the distribution of an annuity "IN KIND"

    By jevd, February 24, 2009
    • 4 replies
    • 2.3k views
    • 
    • Appleby
    • March 14, 2009

19. American Express Brokerage: avoid them!

    By Guest rgeary, January 12, 2001
    • 4 replies
    • 2.3k views
    • 
    • John G
    • January 15, 2001

20. Basis in Roth IRAS

    By rfahey, February 11, 2014
    • 10 replies
    • 2.2k views
    • 
    • masteff
    • February 12, 2014

21. Another Conversion/Recharacterization Question

    By Guest MSDalt, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • jane123
    • January 29, 2009

22. Immediate Annuities - IRA's and Form 5498

    By Guest u2achtungbaby, April 29, 2003
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 13, 2003

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

    By Guest DNAP, May 8, 2008
    • 2 replies
    • 2.2k views
    • 
    • PensionPro
    • May 24, 2008

24. Sell of Real Estate

    By Archimage, March 8, 2004
    • 2 replies
    • 2.2k views
    • 
    • QDROphile
    • March 8, 2004

25. Roth IRA Loans

    By Guest carol lynn, August 11, 2002
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • October 18, 2002

26. Correcting IRA distributions - IRS Procedure?

    By Guest TPAStacey, February 20, 2009
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 20, 2009

27. OK to designate trustee of my Will as IRA's Beneficiary

    By jane123, September 19, 2003
    • 2 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 19, 2003

28. 72t distributions

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 2.2k views
    • 
    • ElGuapo
    • March 19, 2004

29. Roth IRA conversion & Minimum Required Distributions

    By Fredman, December 2, 1998
    • 1 reply
    • 2.2k views
    • 
    • Wessex
    • December 2, 1998

30. Can an Estate complete the rollover of the decedent if done before clo

    By Guest blaster, May 20, 1999
    • 7 replies
    • 2.2k views
    • 
    • Guest
    • May 24, 1999

31. Tax Results of Sale of Appreciated Property to or From Own IRA

    By Guest Kevin A. Wiggins, December 5, 2003
    • 6 replies
    • 2.2k views
    • 
    • Guest
    • December 17, 2003

32. RMD - can we switch between single and joint life expectancy

    By Guest Nadine, September 28, 2001
    • 5 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 30, 2001

33. Open IRA for 10 year old?>

    By Guest barry myster, July 7, 2007
    • 6 replies
    • 2.2k views
    • 
    • John G
    • July 14, 2007

34. Non model SEP and Qualified Plan Adopted

    By Dougsbpc, March 27, 2023
    • 6 replies
    • 2.2k views
    • 
    • CuseFan
    • March 28, 2023

35. Roth IRA Eligibility Question

    By Guest Wrestler, December 1, 2007
    • 7 replies
    • 2.2k views
    • 
    • John G
    • December 4, 2007

36. Transfers of IRA Assets by Non-Spouse Beneficiaries

    By Guest David Hammond CISP, August 24, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 5, 2001

37. EGTRRA Default IRA

    By Guest JMKirschbaum, May 15, 2002
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • May 16, 2002

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

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

39. Employee-Stock Purchase and Roth IRA

    By Guest Diana, March 14, 1999
    • 1 reply
    • 2.2k views
    • 
    • John G
    • March 14, 1999

40. ROTH vs IRA

    By Guest bikermama, March 14, 2008
    • 5 replies
    • 2.2k views
    • 
    • John G
    • March 16, 2008

41. 2009 Rules and IRA Beneficiary

    By Guest kcousin, April 14, 2009
    • 1 reply
    • 2.2k views
    • 
    • jevd
    • April 14, 2009

42. Spouse Bene, RMD in year of death

    By mathead, August 16, 2010
    • 1 reply
    • 2.2k views
    • 
    • J Simmons
    • August 16, 2010

43. IRA fees

    By Guest Dolores Lawrence, February 1, 2002
    • 3 replies
    • 2.2k views
    • 
    • John G
    • February 1, 2002

44. Roth Conversion 2010

    By bzorc, November 12, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 20, 2009

45. IRA's In Divorce. IRA started before marriage. How divided?

    By Guest VandenBrul, June 21, 2002
    • 4 replies
    • 2.2k views
    • 
    • mbozek
    • June 22, 2002

46. IRA that allow real estate investments

    By Craig Schiller, April 1, 2013   

    • IRA that holds real estate
    • 4 replies
    • 2.2k views
    • 
    • John G
    • July 31, 2013

47. Voting rights for employer securities in a minority shareholder's IRA.

    By katieinny, October 17, 2005
    • 3 replies
    • 2.2k views
    • 
    • mbozek
    • October 18, 2005

48. IRA required minimum distributions

    By Guest Leonard, November 13, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 17, 1998

49. First time home buyers

    By Guest rich, January 24, 1999
    • 6 replies
    • 2.2k views
    • 
    • John G
    • June 17, 2001

50. Roth IRA - can it invest in startup company?

    By Guest Richard Belden, March 23, 2000
    • 1 reply
    • 2.2k views
    • 
    • John G
    • March 24, 2000