IRAs and Roth IRAs

3,118 topics in this forum

1. IRA Conversion to Roth

   By Guest Irene Little, December 16, 2002
   • 3 replies
   • 1.5k views
   • 
   • John G
   • December 17, 2002

2. IRA Conversion to Roth IRA

   By mjf06241972, March 29, 2020
   • 2 replies
   • 763 views
   • 
   • JOH
   • March 30, 2020

3. IRA Conversion Withholding

   By Guest redlenses, April 14, 2006
   • 4 replies
   • 4.2k views
   • 
   • Guest
   • April 20, 2006

4. IRA Conversions to Roth for 2006

   By Guest emdemd, January 30, 2007
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • February 2, 2007

5. IRA Custodian deposited contribution in wrong account opinions please

   By Jaxson, September 30, 2017
   • 1 reply
   • 1.3k views
   • 
   • Borsley
   • October 2, 2017

6. IRA Custodian Mistake - Did not implement Roth Conversion

   By 401_4_ever, March 5, 2015
   • 3 replies
   • 2.1k views
   • 
   • John G
   • March 30, 2015

7. IRA Death Benefit

   By Guest Pat Metallic, September 6, 2006
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • September 11, 2006

8. IRA death distributions

   By Guest Denise Murphy, August 4, 1999
   • 6 replies
   • 1.6k views
   • 
   • Bruce Steiner
   • August 5, 1999

9. IRA death distributions to trust-beneficiary

   By Guest ERISA_kid, June 12, 2003
   • 2 replies
   • 1.8k views
   • 
   • Appleby
   • June 12, 2003

10. IRA Decedent named his Living Trust as his beneficiary

    By RayJJohnsonJr, September 19, 2016
    • 4 replies
    • 1.6k views
    • 
    • RayJJohnsonJr
    • September 20, 2016

11. IRA deduction

    By B21, April 24, 2013
    • 2 replies
    • 1.3k views
    • 
    • B21
    • April 25, 2013

12. IRA Deposit at 75yrs old

    By Guest irr7342, December 20, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • December 21, 2001

13. IRA distributation table - over 70.5.

    By Guest CBCPNYC, February 11, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2008

14. IRA distributed to incorrect bene...

    By Guest TPAStacey, October 9, 2008
    • 4 replies
    • 2.9k views
    • 
    • John G
    • October 9, 2008

15. IRA Distribution

    By Guest peachy, May 10, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • May 10, 2003

16. IRA Distribution

    By Guest Joseph Ssiska, October 10, 2002
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • October 17, 2002

17. IRA distribution - Income tax deduction

    By Guest db9n, March 27, 2002
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • March 27, 2002

18. IRA Distribution Calculation Software

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

19. IRA Distribution Options

    By Guest SPollock, August 26, 1999
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • September 25, 1999

20. IRA Distribution Question

    By bzorc, April 26, 2004
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • April 27, 2004

21. IRA Distributions

    By Archimage, June 10, 2004
    • 4 replies
    • 1.3k views
    • 
    • John G
    • June 10, 2004

22. IRA distributions - pre- or post-death?

    By Guest Trirod, September 11, 2001
    • 1 reply
    • 1.3k views
    • 
    • Gary Lesser
    • September 19, 2001

23. IRA Distributions to Charities

    By Guest RJMOB, December 4, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • December 4, 2006

24. IRA distributions when there are after-tax and pre-tax

    By 30Rock, June 25, 2024
    • 5 replies
    • 1.5k views
    • 
    • MDCPA
    • June 27, 2024

25. IRA division on divorce requiring Letter of Instruction

    By Guest QDROs, May 11, 2007
    • 4 replies
    • 9.5k views
    • 
    • J Simmons
    • May 12, 2007

26. IRA divorce decree signature requirement

    By jane123, July 7, 2004
    • 2 replies
    • 1.9k views
    • 
    • mbozek
    • July 7, 2004

27. IRA dollar maximum?

    By Guest Mac Lewis, April 20, 1999
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 1999

28. IRA duke it out

    By Guest gidgit, March 20, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 20, 2001

29. IRA early withdrawing without penality?

    By Guest Marion, March 16, 2000
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • March 17, 2000

30. IRA eligibility

    By Guest baxterdale, February 14, 2002
    • 10 replies
    • 1.8k views
    • 
    • Guest
    • February 15, 2002

31. IRA Eligibility for Citizens of the Commonwealth of Puerto Rico?

    By Guest David Hammond CISP, September 14, 2000
    • 1 reply
    • 2.6k views
    • 
    • Gary Lesser
    • September 14, 2000

32. IRA Federal Tax Withholding

    By Guest mporterst, July 22, 2006
    • 2 replies
    • 1.5k views
    • 
    • jevd
    • July 24, 2006

33. ira fees

    By Guest irajlen, October 7, 1998
    • 0 replies
    • 6.4k views
    • 
    • Guest
    • October 7, 1998

34. IRA fees

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

35. IRA Fees - Are they deductible?

    By Guest AJ Milano, June 1, 2000
    • 6 replies
    • 3.1k views
    • 
    • John G
    • June 9, 2000

36. IRA for a minor

    By Guest PJRoxie, July 21, 2003
    • 6 replies
    • 3.1k views
    • 
    • dh003i
    • July 22, 2003

37. IRA for Minors Overseas

    By Michael Devault, February 22, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 22, 2000

38. IRA for mom and dad. Withdrawl question....

    By Guest downeyjo, August 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • John G
    • August 23, 2005

39. IRA for non-US citizens? and other questions.

    By Guest andrewg, April 2, 1999
    • 5 replies
    • 23.3k views
    • 
    • Guest
    • April 3, 1999

40. IRA funding deadline vs tax filing

    By ombskid, March 20, 2015
    • 8 replies
    • 2.1k views
    • 
    • John G
    • March 30, 2015

41. IRA heir to Conduit IRA

    By Guest dcalme52, December 24, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • December 28, 2004

42. IRA Held by an Estate

    By ERISA-Bubs, June 2, 2011
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • June 20, 2011

43. IRA holding employer stock

    By Guest JM123, December 10, 2009
    • 2 replies
    • 1.2k views
    • 
    • GMK
    • February 24, 2010

44. IRA in 1982

    By Guest Zeljka Saric, February 21, 2001
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • February 22, 2001

45. IRA in one spouse name only.

    By Guest SWynn, June 2, 1999
    • 2 replies
    • 1.8k views
    • 
    • John G
    • June 3, 1999

46. IRA Interest rates.

    By Guest Aja Mace, August 20, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • August 20, 2001

47. IRA Investing in a LLC

    By Guest PB&J, October 31, 2005
    • 3 replies
    • 1.7k views
    • 
    • John G
    • November 5, 2005

48. IRA investing in Real Estate LLC

    By Guest seentheworld, September 5, 2007
    • 5 replies
    • 1.8k views
    • 
    • John G
    • September 7, 2007

49. IRA investment in real estate

    By Guest SCUDDESLER, December 9, 2003
    • 4 replies
    • 3.3k views
    • 
    • mbozek
    • December 10, 2003

50. IRA Investment Question

    By Guest schamb, September 23, 2002
    • 13 replies
    • 2.3k views
    • 
    • mbozek
    • September 27, 2002