IRAs and Roth IRAs

3,120 topics in this forum

1. Successor Beneficiary RMDs

   By Dobber, January 20, 2023
   • 2 replies
   • 2.2k views
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   • Appleby
   • October 4, 2023

2. LAID OFF--need 401K to IRA advice!!

   By Guest cviars, May 9, 2001
   • 2 replies
   • 1.7k views
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   • Guest
   • May 10, 2001

3. Starting a Roth IRA

   By Guest P A Weick, June 24, 1999
   • 2 replies
   • 1.5k views
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   • John G
   • June 24, 1999

4. Tax-free rollover eligibility?

   By Guest e_d_roberts, March 28, 2000
   • 2 replies
   • 1.6k views
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   • John A
   • March 30, 2000

5. inherited IRA distribution rules

   By Guest steve_in_az, November 8, 2004
   • 2 replies
   • 1.8k views
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   • John G
   • November 9, 2004

6. nondeductible IRA contributions and $45k limit for d/c plans

   By Guest kprhok, August 16, 2007
   • 2 replies
   • 1.9k views
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   • Guest
   • August 16, 2007

7. Roth Education IRA

   By Guest Carlene, December 24, 1998
   • 2 replies
   • 1.4k views
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   • Guest
   • December 24, 1998

8. Need help with Roth IRA's

   By Guest JarG0n, May 20, 2002
   • 2 replies
   • 1.3k views
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   • John G
   • May 21, 2002

9. Investing While on Disability

   By Guest Marc685, December 2, 2012
   • 2 replies
   • 4.9k views
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   • masteff
   • December 3, 2012

10. Date Of Birth For Beneficiary

    By Guest Taxwoman, August 3, 2001
    • 2 replies
    • 1.5k views
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    • Guest
    • August 6, 2001

11. Prohibited Transaction involving an IRA

    By J Simmons, February 27, 2007
    • 2 replies
    • 1.9k views
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    • J Simmons
    • February 28, 2007

12. Roth conversion BEFORE age 59 1/2 subject to 10% penalty ?

    By Guest allancoleman, November 5, 2009
    • 2 replies
    • 8.7k views
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    • jevd
    • November 5, 2009

13. IRAs subject to government forfeiture?

    By Gudgergirl, February 13, 2011
    • 2 replies
    • 2k views
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    • mbozek
    • February 14, 2011

14. Risks of a Mistitled Inherited IRA?

    By JoeBialy, April 4, 2019
    • 2 replies
    • 1.1k views
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    • card
    • April 8, 2019

15. Roth recharacterization back to IRA

    By Cathy from Chicago, April 4, 2003
    • 2 replies
    • 1.5k views
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    • Cathy from Chicago
    • April 4, 2003

16. Ineligible Roth IRA contributions

    By J Simmons, November 12, 2015
    • 2 replies
    • 1.5k views
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    • J Simmons
    • November 12, 2015

17. Educational IRAs - LRMs or Opinion Letter Procedure

    By Guest Amy Erlbacher Anderson, July 7, 1999
    • 2 replies
    • 1.6k views
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    • Guest
    • May 18, 2004

18. Mistitled Inherited IRA. Any recourse?

    By Philster, February 23, 2022
    • 2 replies
    • 2.1k views
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    • Philster
    • March 9, 2022

19. Does the IRS allow an individual to open a Roth IRA commodity trading account?

    By Guest chrysalis, January 13, 2005
    • 2 replies
    • 1.3k views
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    • Demosthenes
    • January 13, 2005

20. surviving spouse rollover from qualified plan to inherited IRA?

    By randagulp, October 20, 2014
    • 2 replies
    • 1.5k views
    • 
    • randagulp
    • October 20, 2014

21. Finding IRAs of the deceased

    By Guest pocahontas13, January 13, 2005
    • 2 replies
    • 1.6k views
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    • John G
    • January 13, 2005

22. Using Roth IRA's for first time home buying.

    By Guest Joshua Dix, October 31, 2005
    • 2 replies
    • 2.2k views
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    • Guest
    • November 1, 2005

23. Roth Investment in Sub S Corp

    By Guest David Graves, July 5, 1999
    • 2 replies
    • 1.7k views
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    • Guest
    • July 8, 1999

24. Death distributions to a non spouse when deceased was over 70.5

    By Guest denisedawson, November 16, 2001
    • 2 replies
    • 2.2k views
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    • Appleby
    • November 19, 2001

25. IRA Federal Tax Withholding

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

26. Deposit STOCK into roth IRA?

    By Guest acgood, March 21, 2007
    • 2 replies
    • 4k views
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    • John G
    • March 22, 2007

27. OK to rollover contributions and earnings from a tax-deferred annuity?

    By Guest Melissa Winslow, March 31, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • April 4, 2000

28. What happens to Roth IRAs after exceeding MAGI limits?

    By Guest dbretzmann, March 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 7, 2001

29. Should hub and I put $8000 into a trad. IRA for 2006?

    By Guest ctfudge07, January 6, 2007
    • 2 replies
    • 1.2k views
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    • Guest
    • January 6, 2007

30. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • May 21, 2008

31. More than one IRA Contribution per CY ??

    By Guest jeepnsam, April 2, 2014
    • 2 replies
    • 1.1k views
    • 
    • John G
    • May 12, 2014

32. Updated Tables for RMD Calcs?

    By Christine Roberts, January 3, 2002
    • 2 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 4, 2002

33. Target Maturity Funds

    By John G, April 13, 2006
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 14, 2006

34. IRS PLR On IRA Distributions to Multiple Beneficiaries from IRA Subacc

    By Guest Edward McElroy, July 8, 1999
    • 2 replies
    • 1.4k views
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    • Bruce Steiner
    • July 9, 1999

35. I'm a recent college graduate and I was wondering why I qualify for a

    By Guest New Investor, April 5, 2000
    • 2 replies
    • 1.5k views
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    • John G
    • April 6, 2000

36. 401K Roll Over

    By Guest Balkoths, November 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 19, 2001

37. Using Codicil to create Life Estate and distribute remainder interest to beneficiaries via an annuity if the beneficiaries agree to life distribution from IRA.

    By Guest godmom, November 8, 2004
    • 2 replies
    • 2.8k views
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    • Bruce Steiner
    • November 14, 2004

38. Removing contribution from Roth IRA due to lack of eligibility: when a

    By Guest Alexander, July 3, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 10, 1999

39. can i deduct my Roth contribution from 1999 tax return?

    By Guest zm, April 6, 2000
    • 2 replies
    • 1.5k views
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    • John G
    • April 7, 2000

40. Non-resident legal alien contributions to IRAs.

    By Guest Catherine, October 27, 2000
    • 2 replies
    • 1.6k views
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    • Guest
    • October 30, 2000

41. Convert After-tax To Roth- Is this article correct

    By jane123, July 20, 2004
    • 2 replies
    • 1.4k views
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    • John G
    • July 20, 2004

42. How many IRA's can a person have?

    By Guest seanmo, January 2, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 4, 1999

43. Roth IRA Rollover to a PS/401K Plan Allowed?

    By mming, March 7, 2001
    • 2 replies
    • 1.5k views
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    • Appleby
    • March 9, 2001

44. limits when combined adjusted income is between 150K and 160K

    By Guest lancer, August 11, 2004
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 16, 2004

45. Have I Found a Tax Loop Hole?

    By Guest IraSue, February 28, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 28, 2007

46. IRA rollover into 401k plan - converting to Roth

    By Santo Gold, January 12, 2011
    • 2 replies
    • 1.6k views
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    • Kevin C
    • January 13, 2011

47. Detalis On Ira's

    By Guest okiechris, November 17, 2002
    • 2 replies
    • 1.5k views
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    • John G
    • November 18, 2002

48. I have creditors calling about my credit. Will they be able to touch

    By Guest leisa, January 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • John G
    • January 4, 2002

49. Systematic payments--W-4P

    By Felicia, October 30, 2003
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • October 31, 2003

50. RMDs

    By Felicia, December 2, 2004
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • December 3, 2004