IRAs and Roth IRAs

3,117 topics in this forum

1. Excess IRA contribution converted to Roth

   By cathyw, December 27, 2022
   • 6 replies
   • 2.3k views
   • 
   • cathyw
   • December 29, 2022

2. Theft of IRA Assets & Settlement

   By Danny CPA, December 2, 2022
   • 3 replies
   • 1.8k views
   • 
   • Peter Gulia
   • December 3, 2022

3. roth converted 2 years ago, now over 59.5, is distribution taxable?

   By JHalligan, November 29, 2022
   • 3 replies
   • 699 views
   • 
   • JHalligan
   • November 30, 2022

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

   By Peter Gulia, September 27, 2022
   • 7 replies
   • 1.8k views
   • 
   • JOH
   • September 29, 2022

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

   By Suellen Howard, August 30, 2022
   • 7 replies
   • 1.5k views
   • 
   • Suellen Howard
   • September 22, 2022

6. 72(t)

   By Dobber, April 11, 2022
   • 1 reply
   • 1.2k views
   • 
   • bito'money
   • April 20, 2022

7. Inherited IRA and escheatment

   By BruceM, March 10, 2022
   • 12 replies
   • 2.6k views
   • 
   • ACK
   • March 23, 2022

8. Roth IRA's under proposed RMD regulations

   By Retired, but still reading, March 18, 2022
   • 1 reply
   • 723 views
   • 
   • Retired, but still reading
   • March 19, 2022

9. Mistitled Inherited IRA. Any recourse?

   By Philster, February 23, 2022
   • 2 replies
   • 1.7k views
   • 
   • Philster
   • March 9, 2022

10. Self-directed IRA / Prohibited Services to Plan Asset

    By KEM, February 15, 2022   

    • prohibited transaction
    • prohibited transaction?
    • (and 7 more)

      Tagged with:

      • prohibited transaction
      • prohibited transaction?
      • ira
      • iras
      • self-directed
      • self-directed iras
      • self directed ira
      • disqualified person
      • investment
    • 6 replies
    • 899 views
    • 
    • KEM
    • February 20, 2022

11. Roth IRA - Spousal Beneficiary & 5-year clock

    By Dobber, February 14, 2022
    • 2 replies
    • 742 views
    • 
    • Dobber
    • February 18, 2022

12. 5 Year Rule - Inherited Roth IRAs

    By austin3515, February 2, 2022
    • 5 replies
    • 1.3k views
    • 
    • Peter Gulia
    • February 4, 2022

13. Spouse Beneficiary

    By Dobber, January 18, 2022
    • 7 replies
    • 1.5k views
    • 
    • Luke Bailey
    • January 22, 2022

14. Mistaken IRA Contribution

    By Ananda, December 16, 2021
    • 5 replies
    • 741 views
    • 
    • Luke Bailey
    • December 21, 2021

15. Death of beneficiary spouse shortly after IRA owner dies

    By Bird, December 2, 2021
    • 7 replies
    • 1.1k views
    • 
    • Appleby
    • December 10, 2021

16. unforeseen acquisition

    By Biz Develop Consultant BJF, December 7, 2021
    • 1 reply
    • 573 views
    • 
    • Luke Bailey
    • December 9, 2021

17. Order Transferring IRA Subject to Divorce.

    By Thornton, November 30, 2021
    • 3 replies
    • 2.2k views
    • 
    • Appleby
    • December 2, 2021

18. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 9 replies
    • 2.1k views
    • 
    • Mike Preston
    • November 22, 2021

19. Rollover life inusrance death benefit to Roth IRA

    By Ananda, October 27, 2021
    • 16 replies
    • 4k views
    • 
    • Peter Gulia
    • November 2, 2021

20. inheriting two IRA accounts from the same spouse

    By Ron Torgesen, October 25, 2021
    • 4 replies
    • 927 views
    • 
    • Ron Torgesen
    • October 30, 2021

21. Five year period

    By joel, September 23, 2021
    • 10 replies
    • 1.3k views
    • 
    • BenefitJack
    • October 17, 2021

22. Age 75 IRA owner named estate as beneficiary, is there a way his wife can roll it to her IRA?

    By RayJJohnsonJr, September 15, 2021
    • 11 replies
    • 980 views
    • 
    • RayJJohnsonJr
    • September 18, 2021

23. How to handle excess Roth IRA contribution

    By nkaufman, August 9, 2021
    • 4 replies
    • 1.1k views
    • 
    • nkaufman
    • August 9, 2021

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

    By Purplemandinga, June 28, 2021
    • 6 replies
    • 817 views
    • 
    • Purplemandinga
    • June 29, 2021

25. Timing of First Time Homebuyer withdrawal

    By shERPA, May 4, 2021
    • 2 replies
    • 837 views
    • 
    • shERPA
    • May 6, 2021