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IRAs and Roth IRAs

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3,120 topics in this forum

  1. How to handle excess Roth IRA contribution

    By nkaufman,
    • 4 replies
    • 1.5k views

  2. Identifying Self-Directed IRA for rollovers to 401(k)

    By Purplemandinga,
    • 6 replies
    • 1k views

  3. Timing of First Time Homebuyer withdrawal

    By shERPA,
    • 2 replies
    • 1.1k views

  4. default beneficiary on an IRA

    By JulesInCNY,   
    • 5 replies
    • 1.9k views

  5. Return of 2020 RMD included with a CRD

    By bzorc,
    • 1 reply
    • 880 views

  6. Guaranteed Payments qualify as "Earned Income"?

    By David Olive,
    • 1 reply
    • 2.2k views

  7. 2020 IRA contribution deadline

    By Dobber,
    • 4 replies
    • 1.8k views

  8. trust beneficiary of retirement plan

    By Scuba 401,
    • 4 replies
    • 1.1k views
    • JOH
    • JOH

  9. Inherited IRA question

    By bzorc,
    • 2 replies
    • 808 views

  10. Rollover to IRA from qualified plan

    By Chippy,
    • 3 replies
    • 649 views

  11. For an IRA, does a custodian require (or permit) a spouse’s consent to a beneficiary designation?

    By Peter Gulia,   
    • 6 replies
    • 1.8k views

  12. One IRA rollover per year rule

    By B21,
    • 7 replies
    • 2.2k views

  13. Backdoor Roth Conversion: is loan offset rollover "deductible" or "non-deductible" contribution?

    By Era,
    • 1 reply
    • 650 views

  14. Traditional IRA funded in December, but backdoor conversion to Roth in January...

    By PaulT,
    • 3 replies
    • 1.6k views
    • Era
    • Era

  15. Roth IRA recharacterization and backdoor conversion

    By humblea,
    • 3 replies
    • 974 views

  16. Can Contributions Continue To SIMPLE IRA If Spouse Sponsors 401(k)?

    By mming,
    • 9 replies
    • 1.4k views

  17. Impermissible IRA Investment in Collectibles

    By Daniel Nugent,
    • 5 replies
    • 1.4k views

  18. Rollover Simple IRA into Employer plan

    By tsrl01,
    • 2 replies
    • 663 views

  19. Trustee-to-trustee direct IRA transfers - IRS "required" Letter of Acceptance

    By Retired, but still reading,
    • 6 replies
    • 6k views

  20. Pre-Tax vs Post Tax Deferrals

    By thepensionmaven,
    • 1 reply
    • 616 views

  21. ROTH Conversions and CRD's

    By Oldtpa,   
    • 1 reply
    • 870 views

  22. Roth 5-Year Rule and Transfers Incident to Divorce

    By QDROphile,
    • 2 replies
    • 2.3k views

  23. Transfer to a Roth IRA

    By rblum50,
    • 3 replies
    • 1.3k views
    • Bird
    • Bird

  24. Withdrawing From A Roth IRA before 59.5

    By Run4life,
    • 4 replies
    • 1.5k views

  25. I'm 18 and wanting to learn a lot about saving for retirement

    By Run4life,
    • 2 replies
    • 775 views

  26. 18-year old starting (Roth) IRA?

    By Guest Freestyla,
    • 14 replies
    • 33.8k views

  27. CRD Repayment of RMD paid in Stock-2020

    By ERISAGal,
    • 8 replies
    • 2.2k views

  28. Repayment of Roth IRAs

    By Ian,
    • 4 replies
    • 1.3k views

  29. 1099R Code for distribution from an Inherited IRA

    By KdGal,   
    • 3 replies
    • 1.1k views

  30. Can the Uniform Life Table be used under age 70 1/2?

    By katieinny,
    • 8 replies
    • 1.8k views

  31. Traditional IRA fees and esop inquiry

    By Mona,   
    • 3 replies
    • 932 views

  32. Inherited "Inherited IRA"

    By MGOAdmin,   
    • 4 replies
    • 1.5k views

  33. RMD Reporting on 5498

    By Arlene Schemm,   
    • 0 replies
    • 582 views

  34. Form 5498 Reporting

    By JOH,   
    • 2 replies
    • 766 views

  35. IRA Conversion to Roth IRA

    By mjf06241972,
    • 2 replies
    • 797 views
    • JOH
    • JOH

  36. charitable donations

    By DDB BN,
    • 4 replies
    • 1.9k views

  37. Inherited IRA (post Secure Act)

    By Dobber,
    • 1 reply
    • 845 views

  38. Rich Person's Roth

    By austin3515,
    • 9 replies
    • 2.1k views

  39. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM,   
    • 1 reply
    • 1.1k views

  40. Ugly IRA problem- any VCP like option?

    By Flyboyjohn,
    • 4 replies
    • 1.5k views

  41. Divisor of 1

    By bzorc,
    • 1 reply
    • 1.2k views

  42. Max IRA contribution - is it considered double in two calendar years?

    By IRA1967,
    • 2 replies
    • 795 views

  43. Roth Conversion Question

    By njkotz28,   
    • 1 reply
    • 1k views

  44. ROTH IRA and ROTH 401k Contribution

    By Pammie57,
    • 2 replies
    • 1k views

  45. Does a spouse have legal basis to challenge non-spouse beneficiary on IRA?

    By Saddaughter,
    • 11 replies
    • 7.4k views

  46. IRA Beneficiary is a foreign national

    By rblum50,   
    • 1 reply
    • 1.8k views

  47. roll over to wrong person's IRA

    By chc93,
    • 3 replies
    • 995 views

  48. Self-directed IRA- 25% rule

    By B21,
    • 1 reply
    • 987 views

  49. Excess Roth Contribution - 2018

    By DTH,
    • 1 reply
    • 904 views

  50. Roth IRA and Roth 401k

    By Santo Gold,
    • 2 replies
    • 852 views
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