IRAs and Roth IRAs

3,123 topics in this forum

1. Self-directed IRA- 25% rule

   By B21, May 2, 2019
   • 1 reply
   • 1.1k views
   • 
   • Luke Bailey
   • May 2, 2019

2. Excess Roth Contribution - 2018

   By DTH, April 26, 2019
   • 1 reply
   • 933 views
   • 
   • Appleby
   • April 29, 2019

3. Roth IRA and Roth 401k

   By Santo Gold, April 18, 2019
   • 2 replies
   • 880 views
   • 
   • CuseFan
   • April 22, 2019

4. Risks of a Mistitled Inherited IRA?

   By JoeBialy, April 4, 2019
   • 2 replies
   • 1.2k views
   • 
   • card
   • April 8, 2019

5. IRA beneficiary of a beneficiary

   By M Norton, April 1, 2019   

   • inherited ira
   • second beneficiary
   • 3 replies
   • 1k views
   • 
   • card
   • April 1, 2019

6. IRA and no beneficiary

   By benefitsguru, December 16, 2015
   • 10 replies
   • 2.8k views
   • 
   • John G
   • March 25, 2019

7. withdrawal from IRA to cover previous withdrawal

   By M Norton, November 27, 2018
   • 3 replies
   • 1.2k views
   • 
   • John G
   • March 25, 2019

8. distributions from IRA in Trust - rollover?

   By M Norton, March 12, 2019
   • 7 replies
   • 2.1k views
   • 
   • Luke Bailey
   • March 18, 2019

9. Non-spouse Roth beneficiary - no RMDs taken

   By CBCPA, February 15, 2019
   • 1 reply
   • 950 views
   • 
   • card
   • February 15, 2019

10. Moonlighting Employee with Solo(k); Active Participant for IRA Purposes?

    By rocknrolls2, February 9, 2019
    • 4 replies
    • 851 views
    • 
    • Luke Bailey
    • February 11, 2019

11. Inherited IRA and RMD's

    By kwalified, December 18, 2018
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • December 20, 2018

12. Lump sum pension payment

    By JerT, November 8, 2018
    • 3 replies
    • 1.1k views
    • 
    • Mike Preston
    • November 8, 2018

13. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 2.4k views
    • 
    • Appleby
    • September 11, 2018

14. Non-US citizen -- IRA rollover permitted?

    By katieinny, September 4, 2018   

    • no longer living in us.
    • 2 replies
    • 2k views
    • 
    • Appleby
    • September 11, 2018

15. IRS claiming rollover as taxable income?

    By justanotheradmin, August 20, 2018   

    • rollover
    • ira
    • 10 replies
    • 2.4k views
    • 
    • Lou S.
    • August 23, 2018

16. Rolling over a non-qualified vs. qualified distribution from a designated ROTH account to a ROTH IRA

    By David Peckham, August 13, 2018
    • 5 replies
    • 2.2k views
    • 
    • Luke Bailey
    • August 16, 2018

17. Convert trad. IRA to one or multiple ROTH or none

    By kwalified, July 11, 2018
    • 5 replies
    • 960 views
    • 
    • Larry Starr
    • July 18, 2018

18. PT Question

    By Scuba 401, May 23, 2018
    • 7 replies
    • 1.4k views
    • 
    • Luke Bailey
    • July 2, 2018

19. Qualified Plan Rollover to IRA, Change to ROTH, Asset Protection?

    By JKY, October 24, 2014   

    • IRA
    • Roth Conversion
    • (and 2 more)

      Tagged with:

      • IRA
      • Roth Conversion
      • Qualified Plan
      • Asset Protection
    • 2 replies
    • 2k views
    • 
    • card
    • March 24, 2018

20. Tax implications of Green card abandonment

    By srini, March 22, 2018   

    • green card
    • tax
    • 1 reply
    • 2.8k views
    • 
    • Jamin' JROD
    • March 22, 2018

21. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

    • ira
    • prohibited transactions
    • 8 replies
    • 1.8k views
    • 
    • Flyboyjohn
    • January 30, 2018

22. Non-taxable settlement money is not earned income for Roth IRA purpose

    By Guest gpero, October 26, 2000
    • 5 replies
    • 13.8k views
    • 
    • david rigby
    • January 28, 2018

23. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 2.9k views
    • 
    • Luke Bailey
    • January 20, 2018

24. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 1.3k views
    • 
    • txdd
    • January 5, 2018

25. Outlawing Recharacterizations

    By OxLobber, December 8, 2017
    • 5 replies
    • 833 views
    • 
    • XTitan
    • December 8, 2017

26. IRA partial rollover to qualified plan

    By thepensionmaven, October 25, 2017
    • 4 replies
    • 1.6k views
    • 
    • Larry Starr
    • October 27, 2017

27. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 2.5k views
    • 
    • card
    • October 15, 2017

28. IRA Custodian deposited contribution in wrong account opinions please

    By Jaxson, September 30, 2017
    • 1 reply
    • 1.4k views
    • 
    • Borsley
    • October 2, 2017

29. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

    By dameni, September 1, 2017
    • 0 replies
    • 588 views
    • 
    • dameni
    • September 1, 2017

30. IRA rollover

    By cdavis25, August 10, 2017
    • 2 replies
    • 1.1k views
    • 
    • joel
    • August 22, 2017

31. Annuities within an IRA

    By joel, July 8, 2017
    • 1 reply
    • 801 views
    • 
    • ETA Consulting LLC
    • July 9, 2017

32. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 2.7k views
    • 
    • austin3515
    • June 23, 2017

33. Back Door IRAs

    By Sydney, June 15, 2017
    • 4 replies
    • 1.2k views
    • 
    • jashendorf
    • June 16, 2017

34. SEP IRA -- Two Spouses

    By Sydney, June 10, 2017
    • 6 replies
    • 3.2k views
    • 
    • Sydney
    • June 15, 2017

35. Inherited IRA

    By Jordan, May 27, 2017
    • 1 reply
    • 726 views
    • 
    • ETA Consulting LLC
    • May 27, 2017

36. Financial institutions that work with small employer to set up IRAs for employees

    By kmhaab, May 22, 2017   

    • ira
    • 3 replies
    • 733 views
    • 
    • CuseFan
    • May 25, 2017

37. IRA Annuity & RMD

    By B21, April 29, 2017
    • 0 replies
    • 638 views
    • 
    • B21
    • April 29, 2017

38. Traditional IRA contribution, withdrawn before tax return due date

    By Lori Friedman, April 27, 2017
    • 0 replies
    • 715 views
    • 
    • Lori Friedman
    • April 27, 2017

39. Distribution from an IRA

    By mjf624, April 26, 2016   

    • IRA Distribution
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 15, 2017

40. IRA Ownership in Privately Held Company

    By lisabroc, March 22, 2017   

    • iras
    • 1 reply
    • 810 views
    • 
    • jpod
    • March 22, 2017

41. Strange result? Community property state IRA

    By Belgarath, January 23, 2017
    • 0 replies
    • 1.2k views
    • 
    • Belgarath
    • January 23, 2017

42. Bifurcation of a Non-Deductible IRA

    By joel, November 3, 2016
    • 1 reply
    • 1.4k views
    • 
    • Lou S.
    • November 3, 2016

43. Mistaken contribution to SEP IRA

    By pompton, October 19, 2016
    • 0 replies
    • 973 views
    • 
    • pompton
    • October 19, 2016

44. IRA Decedent named his Living Trust as his beneficiary

    By RayJJohnsonJr, September 19, 2016
    • 4 replies
    • 1.7k views
    • 
    • RayJJohnsonJr
    • September 20, 2016

45. IRA and UBTI

    By shERPA, June 30, 2016
    • 0 replies
    • 1.3k views
    • 
    • shERPA
    • June 30, 2016

46. 5 year clock on rollover of Designated Roth

    By AndyH, April 28, 2016
    • 5 replies
    • 1.9k views
    • 
    • Mike Preston
    • May 13, 2016

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

    By BonoConsilio, December 30, 2015
    • 4 replies
    • 6.2k views
    • 
    • JakeMoon
    • April 14, 2016

48. SEP-IRA contributions

    By strongsmurf, March 22, 2016
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 22, 2016

49. One IRA Rollover per Year Rule

    By Pension RC, March 3, 2016
    • 4 replies
    • 1.2k views
    • 
    • Pension RC
    • March 4, 2016

50. Roth IRA Loss and Write Off

    By TexasOffroad, February 12, 2016
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • February 15, 2016