IRAs and Roth IRAs

3,120 topics in this forum

1. RMD and divorce

   By Guest LLGCPA, July 6, 2011
   • 13 replies
   • 8.1k views
   • 
   • John G
   • July 20, 2011

2. Rollover IRA - Tax and Penalty on Excess Contributions

   By Guest garvey_agg, June 26, 2001
   • 8 replies
   • 8k views
   • 
   • Guest
   • July 3, 2001

3. Employer Contributions to IRA

   By Guest Thomas2006, May 2, 2007
   • 3 replies
   • 7.8k views
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   • Guest
   • May 3, 2007

4. IRA trustee-to-trustee transfer - Form 5498

   By Atila, May 23, 2013
   • 6 replies
   • 7.7k views
   • 
   • Borsley
   • May 24, 2013

5. Has anyone been selling call options inside the IRA and purchasing the

   By Guest dkb1955, July 18, 2000
   • 8 replies
   • 7.7k views
   • 
   • Guest
   • December 1, 2000

6. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J 1 2

   By Guest MTL-CPA, December 7, 1999
   • 50 replies
   • 7.6k views
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   • Guest
   • December 30, 1999

7. Vanguard or American Funds for my Roth IRA?

   By Guest IRAnewbie, August 2, 2004
   • 3 replies
   • 7.5k views
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   • Guest
   • August 3, 2004

8. SIMPLE IRA Contributions Not Affecting amount an individual can contribute to a ROTH or Traditional IRA

   By TD, July 13, 2023
   • 3 replies
   • 7.4k views
   • 
   • G8Rs
   • July 17, 2023

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

   By Saddaughter, October 17, 2019
   • 11 replies
   • 7.4k views
   • 
   • Saddaughter
   • October 22, 2019

10. IRA, 60-Day Rollover and Loss of Bankruptcy Exemption

    By 401 Chaos, March 19, 2013
    • 9 replies
    • 7.3k views
    • 
    • 401 Chaos
    • March 21, 2013

11. American Express Roth IRAs???

    By Guest RHAND, September 27, 2001
    • 2 replies
    • 7.3k views
    • 
    • John G
    • September 29, 2001

12. Can a parent make a Trad/Roth IRA contribution on behalf of a child?

    By Guest amfam2, March 19, 2004
    • 2 replies
    • 7.3k views
    • 
    • John G
    • March 21, 2004

13. Transfer Roth IRA to a Holding Company or LLC?

    By Guest star, February 25, 2005
    • 19 replies
    • 7.2k views
    • 
    • mbozek
    • March 4, 2005

14. Government Match for Roth?

    By Guest Donna Daniels, August 7, 2002
    • 11 replies
    • 7.2k views
    • 
    • John G
    • August 10, 2002

15. Custodian's Failure to record beneficiary info

    By jstorch, May 12, 2003
    • 8 replies
    • 7.1k views
    • 
    • John G
    • April 8, 2004

16. TAX Implications of Abandoning 'Green Card'

    By Yesnam, October 18, 2009
    • 2 replies
    • 7.1k views
    • 
    • Guest
    • June 26, 2010

17. Waiver of 60-Day rollover rule; broker said the rollover rule was 90 d

    By Guest BKH, January 28, 2003
    • 19 replies
    • 7k views
    • 
    • Guest
    • February 14, 2003

18. Inherited Individual Retirement Annuity - what are the considerations?

    By AndyH, May 22, 2013
    • 6 replies
    • 6.9k views
    • 
    • AndyH
    • June 11, 2013

19. Advice for U.S. & Foreign nationals w/ IRA's moving abroad...

    By Guest kevinrm, February 17, 2001
    • 2 replies
    • 6.8k views
    • 
    • Guest
    • February 19, 2001

20. Selling stocks and placing $ in Roth IRA

    By Guest calluke, February 21, 2007
    • 6 replies
    • 6.8k views
    • 
    • Guest
    • February 27, 2007

21. AMEX Mutual Fund

    By Guest BigAl, May 10, 2002
    • 14 replies
    • 6.8k views
    • 
    • John G
    • June 10, 2002

22. I have a 401k. Can an IRA further reduce my taxes?

    By Guest krampus, February 14, 2007
    • 6 replies
    • 6.7k views
    • 
    • John G
    • March 8, 2007

23. UBTI

    By Guest Sieve, October 6, 2009
    • 33 replies
    • 6.7k views
    • 
    • J Simmons
    • October 21, 2009

24. Husband and Wife- combine Roth IRA's?

    By Guest nichoju80, June 16, 2008
    • 3 replies
    • 6.7k views
    • 
    • John G
    • June 17, 2008

25. Simultaneous Death Laws and IRA Beneficiaries

    By Guest David Hammond SRS, May 12, 1999
    • 8 replies
    • 6.5k views
    • 
    • Bruce Steiner
    • May 16, 1999

26. Inheritance of IRA's

    By Guest ilin, May 28, 2003
    • 6 replies
    • 6.5k views
    • 
    • Mary Kay Foss
    • June 3, 2003

27. Roth IRA Excess Contributions

    By Guest minerj6, December 29, 2005
    • 6 replies
    • 6.5k views
    • 
    • Appleby
    • February 6, 2006

28. ira fees

    By Guest irajlen, October 7, 1998
    • 0 replies
    • 6.5k views
    • 
    • Guest
    • October 7, 1998

29. Excess Roth IRA Contribution

    By Guest IRA-Excess, February 23, 2008
    • 3 replies
    • 6.4k views
    • 
    • Guest
    • April 16, 2008

30. 401(k) pretax to Roth IRA rollover - paper trail?

    By Borsley, March 3, 2010
    • 7 replies
    • 6.3k views
    • 
    • mbozek
    • March 7, 2010

31. Recharacterize - dollars or shares?

    By Guest Daniel Shedd, September 19, 2002
    • 7 replies
    • 6.3k views
    • 
    • Guest
    • September 28, 2002

32. Taxation on Pre and Post Tax Contributions in IRA

    By Guest Twinky, October 13, 2006
    • 5 replies
    • 6.3k views
    • 
    • Guest
    • October 18, 2006

33. Roth IRA: Savings vs. Certificate of Deposit

    By Guest berg67, September 28, 2000
    • 4 replies
    • 6.2k views
    • 
    • John G
    • September 29, 2000

34. Roth IRA for Kids

    By John G, March 30, 2015
    • 5 replies
    • 6k views
    • 
    • Lou S.
    • November 3, 2015

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

    By Retired, but still reading, October 17, 2020
    • 6 replies
    • 6k views
    • 
    • Appleby
    • October 25, 2020

36. Excess accumulation 50% tax -- How does IRS respond?

    By Guest BoyAlex, November 15, 2003
    • 7 replies
    • 6k views
    • 
    • Appleby
    • December 2, 2003

37. How to satisfy RMD on worthless IRA

    By Guest kprhok, December 4, 2008
    • 9 replies
    • 5.9k views
    • 
    • J Simmons
    • March 17, 2009

38. Does an former spouse have rights to deceased person's IRA?

    By katieinny, June 8, 2007
    • 18 replies
    • 5.9k views
    • 
    • katieinny
    • July 20, 2007

39. Deceased account holder failed to take rmds

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

40. Multiple distributions w/i 60 days, but 1 IRA rollover

    By BonoConsilio, December 30, 2015
    • 4 replies
    • 5.8k views
    • 
    • JakeMoon
    • April 14, 2016

41. Vanguard Target Retirement 2035 Fund (VTTHX) - NEWBIE

    By Guest jbo, June 29, 2005
    • 9 replies
    • 5.8k views
    • 
    • Guest
    • June 30, 2005

42. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 5 replies
    • 5.8k views
    • 
    • jane123
    • February 22, 2005

43. Estate as IRA Beneficiary

    By Guest JROSSITTER, October 24, 2003
    • 10 replies
    • 5.8k views
    • 
    • mbozek
    • October 31, 2003

44. POA - original vs copy

    By masteff, April 1, 2011
    • 10 replies
    • 5.7k views
    • 
    • K2retire
    • April 23, 2011

45. Vanguard or E*trade for IRA and more?

    By Guest Peregrino, November 17, 2005
    • 7 replies
    • 5.7k views
    • 
    • John G
    • January 5, 2007

46. Sell stock in IRA and then convert to Roth

    By Guest Jennif102, December 2, 2007
    • 4 replies
    • 5.7k views
    • 
    • John G
    • December 5, 2007

47. Self-Directed ROTH IRA LLC - A Quandry

    By Guest Jim1Best, December 21, 2007
    • 14 replies
    • 5.7k views
    • 
    • John G
    • December 27, 2007

48. What is the difference between a class A share Roth IRA and a class B share Roth IRA?

    By Guest gary6684, April 8, 2005
    • 2 replies
    • 5.6k views
    • 
    • John G
    • April 8, 2005

49. spousal roth ira contribution limit

    By Guest leclark, January 13, 2004
    • 10 replies
    • 5.5k views
    • 
    • Appleby
    • March 16, 2004

50. Combining Inherited IRA's

    By bdeancpa, April 1, 2002
    • 7 replies
    • 5.5k views
    • 
    • Guest
    • April 4, 2002