IRAs and Roth IRAs

3,118 topics in this forum

1. Coordinating life expectance distributions for a 57 year old with Medicaid rules

   By katieinny, November 27, 2006
   • 2 replies
   • 1.3k views
   • 
   • katieinny
   • December 1, 2006

2. Copy of 2007-1099-R Instructions

   By Appleby, February 18, 2008
   • 8 replies
   • 2.4k views
   • 
   • Appleby
   • February 19, 2008

3. corporation and roth

   By Guest elderwolf, July 9, 2006
   • 7 replies
   • 1.8k views
   • 
   • Guest
   • July 11, 2006

4. Correcting Excess Contributions to a Traditional IRA

   By Guest i_dont_know, August 30, 2011
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • September 2, 2011

5. Correcting Excess Roth Contribution

   By Guest cmoczy, March 28, 2006
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • March 28, 2006

6. Correcting IRA distributions - IRS Procedure?

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

7. Correcting multiple IRA mistakes

   By Guest Broth, February 6, 2002
   • 1 reply
   • 1.4k views
   • 
   • JAMES PATRICK
   • February 11, 2002

8. Correcting Transfer Directly from 401k to Roth

   By Guest Lyric, March 21, 1999
   • 5 replies
   • 1.6k views
   • 
   • John G
   • April 10, 1999

9. Correction of excess contribution w/o paying 6% penalty?

   By Guest amfam2, October 31, 2003
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • November 13, 2003

10. Corrective Distribution

    By sdix401k, June 30, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 30, 2008

11. Corrective distribution from an IRA

    By katieinny, March 19, 2007
    • 6 replies
    • 5.2k views
    • 
    • Guest
    • January 6, 2010

12. Coverdell ESA

    By Felicia, January 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 5, 2011

13. Covered calls in a Roth IRA account.

    By Guest TrentR, March 23, 1999
    • 5 replies
    • 2.5k views
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    • John G
    • March 27, 1999

14. Coverting IRA distribution to Roth

    By Guest chick, June 16, 2009
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • June 22, 2009

15. Coverting Traditional IRA to Roth IRA with past Recharactication?

    By Guest muckmail, December 20, 2004
    • 1 reply
    • 1.2k views
    • 
    • ElGuapo
    • December 21, 2004

16. CRD Repayment of RMD paid in Stock-2020

    By ERISAGal, June 2, 2020
    • 8 replies
    • 2.2k views
    • 
    • Luke Bailey
    • June 5, 2020

17. Credit Card debt Roth IRA

    By Guest PS486, January 9, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 9, 2001

18. Creditor Protection

    By Guest Jim Brennan, March 11, 1999
    • 1 reply
    • 1.3k views
    • 
    • Jean
    • May 4, 1999

19. Creditor protection - government fines

    By Bird, March 27, 2013
    • 0 replies
    • 1.1k views
    • 
    • Bird
    • March 27, 2013

20. Creditor Protection in an IRA

    By Guest flogger, July 20, 2007
    • 8 replies
    • 2.8k views
    • 
    • Belgarath
    • August 7, 2007

21. Custodial Error: Calling a RIRA a TIRA

    By Guest reg_h2b, January 15, 2003
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 16, 2003

22. Custodial ROTH for a sibling w/o earned income

    By Guest asia280, December 29, 2000
    • 2 replies
    • 1.5k views
    • 
    • John G
    • December 29, 2000

23. Custodian ignores requests to rollover

    By Guest gasmac, February 14, 2009
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 16, 2009

24. Custodian Or Self Manage?

    By Guest mrcharols, February 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 3, 2006

25. Custodian Question

    By Guest mrcharols, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 11, 2005

26. Custodian's Failure to record beneficiary info

    By jstorch, May 12, 2003
    • 8 replies
    • 6.9k views
    • 
    • John G
    • April 8, 2004

27. Custodians

    By Guest yelena, April 29, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2005

28. custodians and rollovers

    By Guest Dan Shea, June 27, 2006
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • June 28, 2006

29. custom-crafted IRA agreement

    By Peter Gulia, December 29, 2008
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • January 2, 2009

30. Customer living abroad

    By Guest P A Weick, June 15, 2004
    • 1 reply
    • 977 views
    • 
    • Demosthenes
    • June 15, 2004

31. Date Of Birth For Beneficiary

    By Guest Taxwoman, August 3, 2001
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • August 6, 2001

32. Daughter's IRA Startup

    By Guest Stiggy, May 31, 2006
    • 5 replies
    • 2.1k views
    • 
    • John G
    • August 8, 2006

33. DB Plan Overpays lump sum & Participant Rolls into IRA

    By Guest jfreeborn, January 6, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • January 8, 2010

34. deadline for conversion to Roth IRA, 12-31-98?

    By Guest bverbout, April 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • April 22, 1999

35. Deadline for correcting an IRA excess contribution?

    By Guest Shelton, April 3, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • April 3, 2001

36. Deadline For Making Education Ira Contribution

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

37. DEADLINE FOR REMOVING IRA EXCESS CARRY-BACK CONTRIBUTION

    By Guest AFRICA6796, February 9, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 9, 2001

38. DEADLINE FOR REMOVING IRA EXCESS CONTRIBUTION

    By Guest Shelton, April 5, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 11, 2001

39. Deadline to amend a prototype IRA

    By Guest Duane Ricks, November 3, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 3, 1999

40. Deadline to convert a traditional to roth IRA for 2003 tax year?

    By Guest mawendli, February 3, 2004
    • 9 replies
    • 1.9k views
    • 
    • Appleby
    • February 18, 2004

41. Deadline to set up new roth ira account and have it count in the curre

    By Guest klaussmith, April 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 7, 2001

42. Death after RMD begins

    By Guest nicola, October 24, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • October 24, 2006

43. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 2.5k views
    • 
    • card
    • October 15, 2017

44. death beneficiary options

    By Guest gastultz, April 16, 2001
    • 7 replies
    • 1.8k views
    • 
    • BPickerCPA
    • April 18, 2001

45. Death benefit Rollover

    By Guest mark824, February 24, 2010
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • February 25, 2010

46. Death distributions to a non spouse when deceased was over 70.5

    By Guest denisedawson, November 16, 2001
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • November 19, 2001

47. Death of beneficiary spouse shortly after IRA owner dies

    By Bird, December 2, 2021
    • 7 replies
    • 1.3k views
    • 
    • Appleby
    • December 10, 2021

48. Death of IRA beneficiary

    By steve-o, December 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 13, 2007

49. Deceased account holder failed to take rmds

    By R. Butler, November 12, 2014
    • 10 replies
    • 5.8k views
    • 
    • GMK
    • November 17, 2014

50. Deceased Husband's IRA Not Inherited (LTR 200126038)

    By Guest IRA SPECIALIST, July 3, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 3, 2001