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IRAs and Roth IRAs

See also: the SEP, SARSEP and SIMPLE Plans message board.

3,123 topics in this forum

  1. inheriting two IRA accounts from the same spouse

    By Ron Torgesen,
    • 4 replies
    • 1.4k views

  2. Five year period

    By joel,
    • 10 replies
    • 2.3k views

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

    By RayJJohnsonJr,
    • 11 replies
    • 1.4k views

  4. How to handle excess Roth IRA contribution

    By nkaufman,
    • 4 replies
    • 1.7k views

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

    By Purplemandinga,
    • 6 replies
    • 1.1k views

  6. Timing of First Time Homebuyer withdrawal

    By shERPA,
    • 2 replies
    • 1.2k views

  7. default beneficiary on an IRA

    By JulesInCNY,   
    • 5 replies
    • 2.2k views

  8. Return of 2020 RMD included with a CRD

    By bzorc,
    • 1 reply
    • 923 views

  9. Guaranteed Payments qualify as "Earned Income"?

    By David Olive,
    • 1 reply
    • 2.4k views

  10. 2020 IRA contribution deadline

    By Dobber,
    • 4 replies
    • 1.9k views

  11. trust beneficiary of retirement plan

    By Scuba 401,
    • 4 replies
    • 1.2k views
    • JOH
    • JOH

  12. Inherited IRA question

    By bzorc,
    • 2 replies
    • 846 views

  13. Rollover to IRA from qualified plan

    By Chippy,
    • 3 replies
    • 715 views

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

    By Peter Gulia,   
    • 6 replies
    • 2k views

  15. One IRA rollover per year rule

    By B21,
    • 7 replies
    • 2.3k views

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

    By Era,
    • 1 reply
    • 730 views

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

    By PaulT,
    • 3 replies
    • 1.9k views
    • Era
    • Era

  18. Roth IRA recharacterization and backdoor conversion

    By humblea,
    • 3 replies
    • 1.1k views

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

    By mming,
    • 9 replies
    • 1.6k views

  20. Impermissible IRA Investment in Collectibles

    By Daniel Nugent,
    • 5 replies
    • 1.5k views

  21. Rollover Simple IRA into Employer plan

    By tsrl01,
    • 2 replies
    • 727 views

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

    By Retired, but still reading,
    • 6 replies
    • 7k views

  23. Pre-Tax vs Post Tax Deferrals

    By thepensionmaven,
    • 1 reply
    • 658 views

  24. ROTH Conversions and CRD's

    By Oldtpa,   
    • 1 reply
    • 916 views

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

    By QDROphile,
    • 2 replies
    • 2.7k views

  26. Transfer to a Roth IRA

    By rblum50,
    • 3 replies
    • 1.4k views
    • Bird
    • Bird

  27. Withdrawing From A Roth IRA before 59.5

    By Run4life,
    • 4 replies
    • 1.7k views

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

    By Run4life,
    • 2 replies
    • 820 views

  29. 18-year old starting (Roth) IRA?

    By Guest Freestyla,
    • 14 replies
    • 34.2k views

  30. CRD Repayment of RMD paid in Stock-2020

    By ERISAGal,
    • 8 replies
    • 2.3k views

  31. Repayment of Roth IRAs

    By Ian,
    • 4 replies
    • 1.5k views

  32. 1099R Code for distribution from an Inherited IRA

    By KdGal,   
    • 3 replies
    • 1.3k views

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

    By katieinny,
    • 8 replies
    • 1.8k views

  34. Traditional IRA fees and esop inquiry

    By Mona,   
    • 3 replies
    • 990 views

  35. Inherited "Inherited IRA"

    By MGOAdmin,   
    • 4 replies
    • 1.7k views

  36. RMD Reporting on 5498

    By Arlene Schemm,   
    • 0 replies
    • 616 views

  37. Form 5498 Reporting

    By JOH,   
    • 2 replies
    • 796 views

  38. IRA Conversion to Roth IRA

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

  39. charitable donations

    By DDB BN,
    • 4 replies
    • 2k views

  40. Inherited IRA (post Secure Act)

    By Dobber,
    • 1 reply
    • 897 views

  41. Rich Person's Roth

    By austin3515,
    • 9 replies
    • 2.3k views

  42. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM,   
    • 1 reply
    • 1.2k views

  43. Ugly IRA problem- any VCP like option?

    By Flyboyjohn,
    • 4 replies
    • 1.5k views

  44. Divisor of 1

    By bzorc,
    • 1 reply
    • 1.2k views

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

    By IRA1967,
    • 2 replies
    • 879 views

  46. Roth Conversion Question

    By njkotz28,   
    • 1 reply
    • 1.1k views

  47. ROTH IRA and ROTH 401k Contribution

    By Pammie57,
    • 2 replies
    • 1k views

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

    By Saddaughter,
    • 11 replies
    • 8.2k views

  49. IRA Beneficiary is a foreign national

    By rblum50,   
    • 1 reply
    • 1.8k views

  50. roll over to wrong person's IRA

    By chc93,
    • 3 replies
    • 1k views
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