IRAs and Roth IRAs

3,120 topics in this forum

1. Receiving a lum-sum pension plan distribution as a non-spousal benefic

   By Guest ashinkasha, November 21, 2000
   • 6 replies
   • 2.3k views
   • 
   • Bruce Steiner
   • November 23, 2000

2. Record Retention

   By Felicia, April 2, 2003
   • 0 replies
   • 2.3k views
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   • Felicia
   • April 2, 2003

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

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

4. Form 1099-R - Excess 401k contribution

   By Guest jkr, March 26, 2002
   • 2 replies
   • 2.3k views
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   • Archimage
   • March 26, 2002

5. PT when SELLING Roth real estate

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

6. Multiple Schedule C's and IRA eligibility

   By Guest mjkohler, November 22, 2004
   • 4 replies
   • 2.3k views
   • 
   • GBurns
   • November 27, 2004

7. Donating RMD to a qualified charity

   By katieinny, September 24, 2014   

   • still available for 2014?
   • 10 replies
   • 2.3k views
   • 
   • mbozek
   • November 14, 2014

8. Recharacterize Roth IRA Deadline

   By Guest sledder4321, April 6, 2001
   • 6 replies
   • 2.3k views
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   • Appleby
   • April 11, 2001

9. Traditional to Roth

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

10. Traditional IRA rolled into SEP IRA

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

11. Roth IRA conversion after age 70 1/2

    By Guest rwroth, February 1, 2002
    • 3 replies
    • 2.3k views
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    • BPickerCPA
    • February 3, 2002

12. Distributions of Life Insurance from DB Keogh Plan

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

13. Spousal consent to beneficiary designation in CP State

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

14. Roth conversion please help me?thx

    By Guest rothnoob, January 10, 2005
    • 10 replies
    • 2.3k views
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    • John G
    • January 28, 2005

15. Investment Aggressive Enough

    By Guest franky, May 24, 2001
    • 3 replies
    • 2.3k views
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    • Guest
    • May 29, 2001

16. 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

17. IRS Announces Plan Limits for 2010

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

18. Spouse inheriting IRA where estate is the beneficiary under new propos

    By KJohnson, January 23, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 27, 2001

19. 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

20. IRA Beneficiary Dies Hours After Original Depositor

    By guestdelta, September 5, 2024
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • December 27, 2024

21. Rollover after death

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

22. Roth IRA with Etrade

    By Guest hustler98, December 6, 2004
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • December 12, 2004

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

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

24. Basis in Roth IRAS

    By rfahey, February 11, 2014
    • 10 replies
    • 2.3k views
    • 
    • masteff
    • February 12, 2014

25. MLPs in an IRA

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

26. Roth IRA conversion & Minimum Required Distributions

    By Fredman, December 2, 1998
    • 1 reply
    • 2.3k views
    • 
    • Wessex
    • December 2, 1998

27. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • September 11, 2018

28. 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

29. 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

30. 401(k) Rollovers to Roth IRA

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

31. American Express Brokerage: avoid them!

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

32. Cashing stock to begin Roth IRA?

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

33. Transfers of IRA Assets by Non-Spouse Beneficiaries

    By Guest David Hammond CISP, August 24, 2001
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • September 5, 2001

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

    By Guest Richard Belden, March 23, 2000
    • 1 reply
    • 2.3k views
    • 
    • John G
    • March 24, 2000

35. IRA required minimum distributions

    By Guest Leonard, November 13, 1998
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • November 17, 1998

36. ROTH vs IRA

    By Guest bikermama, March 14, 2008
    • 5 replies
    • 2.3k views
    • 
    • John G
    • March 16, 2008

37. Immediate Annuities - IRA's and Form 5498

    By Guest u2achtungbaby, April 29, 2003
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 13, 2003

38. Employee-Stock Purchase and Roth IRA

    By Guest Diana, March 14, 1999
    • 1 reply
    • 2.3k views
    • 
    • John G
    • March 14, 1999

39. If I close a Roth IRA with a loss, how do I report it?

    By Guest Al Walker, December 18, 1999
    • 7 replies
    • 2.3k views
    • 
    • Mary Kay Foss
    • July 20, 2000

40. Another Conversion/Recharacterization Question

    By Guest MSDalt, November 20, 2008
    • 3 replies
    • 2.3k views
    • 
    • jane123
    • January 29, 2009

41. Roth IRA Loans

    By Guest carol lynn, August 11, 2002
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • October 18, 2002

42. Roth IRA Eligibility Question

    By Guest Wrestler, December 1, 2007
    • 7 replies
    • 2.3k views
    • 
    • John G
    • December 4, 2007

43. "Daily Valuation" Defined?

    By Guest Patrick Foley, June 2, 2003
    • 1 reply
    • 2.3k views
    • 
    • Mary Kay Foss
    • June 3, 2003

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

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

45. Open IRA for 10 year old?>

    By Guest barry myster, July 7, 2007
    • 6 replies
    • 2.3k views
    • 
    • John G
    • July 14, 2007

46. 72t distributions

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 2.3k views
    • 
    • ElGuapo
    • March 19, 2004

47. Sell of Real Estate

    By Archimage, March 8, 2004
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • March 8, 2004

48. First time home buyers

    By Guest rich, January 24, 1999
    • 6 replies
    • 2.3k views
    • 
    • John G
    • June 17, 2001

49. Correcting IRA distributions - IRS Procedure?

    By Guest TPAStacey, February 20, 2009
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • February 20, 2009

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

    By Guest blaster, May 20, 1999
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • May 24, 1999