IRAs and Roth IRAs

3,120 topics in this forum

1. First time home buyers

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

2. 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

3. 2009 Rules and IRA Beneficiary

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

4. 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

5. 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

6. 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

7. EGTRRA Default IRA

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

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

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

9. qualified plan to IRA: only transferring the after-tax contributions

   By Guest ashore, November 11, 2003
   • 9 replies
   • 2.2k views
   • 
   • Mary Kay Foss
   • November 14, 2003

10. RMD, 60-day rollover, and qualified charitable distribution (QCD)

    By BonoConsilio, May 13, 2011
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • May 14, 2011

11. IRA fees

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

12. Spouse Bene, RMD in year of death

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

13. IRA funding deadline vs tax filing

    By ombskid, March 20, 2015
    • 8 replies
    • 2.2k views
    • 
    • John G
    • March 30, 2015

14. URGENT,REWARD: HOW TO PUT LAND IN ROTH IRA?

    By Guest tmm, March 22, 2000
    • 6 replies
    • 2.2k views
    • 
    • BPickerCPA
    • April 3, 2000

15. Roth Conversion 2010

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

16. 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

17. Going from Roth to Traditional IRA

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

18. Rothing and unrothing before Nov 1, 1998

    By Guest LydiaLerner, November 6, 1998
    • 1 reply
    • 2.2k views
    • 
    • Dawn Hafner
    • November 6, 1998

19. SEP-IRA and Roth contributions allowed at the same time?

    By Guest bsmith12, September 10, 2005
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 30, 2005

20. Eligibility of American UN employee to contribute to Roth IRA?

    By Guest ConfusedInSwitzerland, August 13, 2004
    • 2 replies
    • 2.2k views
    • 
    • JAMES PATRICK
    • August 21, 2004

21. IRS LRMs for Roth IRA Prototypes Online

    By Dave Baker, December 7, 1998
    • 0 replies
    • 2.2k views
    • 
    • Dave Baker
    • December 7, 1998

22. IRAs, annuities, and life insurance -- comparison of death

    By dh003i, November 23, 2006
    • 3 replies
    • 2.2k views
    • 
    • John G
    • November 24, 2006

23. IRS Releases Revised Model IRA Forms

    By Guest David Hammond CISP, April 24, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 9, 2002

24. roth ira versus 401k (w/out matching $)

    By Guest flipwood, September 5, 2000
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • September 24, 2000

25. Guaranteed Payments qualify as "Earned Income"?

    By David Olive, April 15, 2021
    • 1 reply
    • 2.2k views
    • 
    • Lou S.
    • April 15, 2021

26. Roth conversion timetable

    By Guest jhellyar, May 30, 2001
    • 10 replies
    • 2.2k views
    • 
    • John G
    • June 5, 2001

27. Spouse beneficiary rollover to Roth

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

28. Roth conversion with Withholding, under 59 1/2

    By Suellen Howard, August 30, 2022
    • 7 replies
    • 2.2k views
    • 
    • Suellen Howard
    • September 22, 2022

29. Beneficial IRA distributions

    By Guest Denise Murphy, August 17, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • August 23, 1999

30. Designated IRA beneficiary is an irrevocable trust.

    By Guest RJM, April 19, 2004
    • 2 replies
    • 2.2k views
    • 
    • ElGuapo
    • April 19, 2004

31. IRA COLA adjustments

    By card, November 13, 2006
    • 1 reply
    • 2.2k views
    • 
    • card
    • November 15, 2006

32. Fractional Disclaimers in an IRA

    By Guest StanJacobson, October 14, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 14, 1998

33. Roth IRA: Married Filing Separately

    By Guest richard_f_r, June 13, 2000
    • 3 replies
    • 2.2k views
    • 
    • John G
    • June 13, 2000

34. Same Owner / Multiple IRA Advantages?

    By Guest AJ Milano, September 28, 1999
    • 8 replies
    • 2.2k views
    • 
    • BPickerCPA
    • October 31, 1999

35. Can I contribute to both a Roth IRA and a traditional IRA?

    By Guest, October 23, 2000
    • 3 replies
    • 2.2k views
    • 
    • John G
    • November 2, 2000

36. Roth IRA with Multiple Primary Beneficiaries

    By Guest dstrange, December 6, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 1998

37. IRA Distribution Calculation Software

    By Guest SPollock, September 13, 1999
    • 5 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 27, 1999

38. CRD Repayment of RMD paid in Stock-2020

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

39. Inherited IRA--spousal options

    By Felicia, September 14, 2000
    • 5 replies
    • 2.2k views
    • 
    • Bruce Steiner
    • September 24, 2000

40. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • January 26, 2021

41. IRA with IRS refund

    By Guest cwilliams2121, February 15, 2006
    • 5 replies
    • 2.2k views
    • 
    • saabraa
    • February 16, 2006

42. Inherited IRA bene - later annuitize?

    By Borsley, February 11, 2010
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • February 12, 2010

43. Estate Was Ira Beneficiary- Spouse Allowed To Treat As Own

    By Guest AFRICA6796, July 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 30, 2001

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

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

45. how to find out if Roth IRA's are protected from creditors in my state

    By Guest tonys, December 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 1, 1999

46. Rollover after Starting Min Distrib

    By Guest Patti Perdue, November 2, 1998
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • November 4, 1998

47. Inherited IRA RMDs

    By Guest younger91, March 15, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 16, 2007

48. IRA Custodian Mistake - Did not implement Roth Conversion

    By 401_4_ever, March 5, 2015
    • 3 replies
    • 2.2k views
    • 
    • John G
    • March 30, 2015

49. Active participant rules re ESOP

    By Guest Trirod, February 24, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • February 27, 2003

50. Will conversion to Roth satisfy age 70 1/2 RMD for that year?

    By Guest Steve Hample, December 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • BPickerCPA
    • December 15, 1999