IRAs and Roth IRAs

3,120 topics in this forum

1. distributions from IRA in Trust - rollover?

   By M Norton, March 12, 2019
   • 7 replies
   • 2k views
   • 
   • Luke Bailey
   • March 18, 2019

2. Non-spouse Roth beneficiary - no RMDs taken

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

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

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

4. Inherited IRA and RMD's

   By kwalified, December 18, 2018
   • 4 replies
   • 1.1k views
   • 
   • Appleby
   • December 20, 2018

5. withdrawal from IRA to cover previous withdrawal

   By M Norton, November 27, 2018
   • 3 replies
   • 1.1k views
   • 
   • John G
   • March 25, 2019

6. Lump sum pension payment

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

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

   By katieinny, September 4, 2018   

   • no longer living in us.
   • 2 replies
   • 1.8k views
   • 
   • Appleby
   • September 11, 2018

8. IRS claiming rollover as taxable income?

   By justanotheradmin, August 20, 2018   

   • rollover
   • ira
   • 10 replies
   • 2k views
   • 
   • Lou S.
   • August 23, 2018

9. 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
   • 2.1k views
   • 
   • Luke Bailey
   • August 16, 2018

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

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

11. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 2.3k views
    • 
    • Appleby
    • September 11, 2018

12. PT Question

    By Scuba 401, May 23, 2018
    • 7 replies
    • 1.3k views
    • 
    • Luke Bailey
    • July 2, 2018

13. Tax implications of Green card abandonment

    By srini, March 22, 2018   

    • green card
    • tax
    • 1 reply
    • 2.6k views
    • 
    • Jamin' JROD
    • March 22, 2018

14. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

    • ira
    • prohibited transactions
    • 8 replies
    • 1.6k views
    • 
    • Flyboyjohn
    • January 30, 2018

15. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 1.2k views
    • 
    • txdd
    • January 5, 2018

16. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 2.8k views
    • 
    • Luke Bailey
    • January 20, 2018

17. Outlawing Recharacterizations

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

18. IRA partial rollover to qualified plan

    By thepensionmaven, October 25, 2017
    • 4 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 27, 2017

19. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • January 26, 2021

20. IRA Custodian deposited contribution in wrong account opinions please

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

21. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

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

22. IRA rollover

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

23. Death Bed Roth Conversion

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

24. Annuities within an IRA

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

25. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 2.6k views
    • 
    • austin3515
    • June 23, 2017

26. Back Door IRAs

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

27. SEP IRA -- Two Spouses

    By Sydney, June 10, 2017
    • 6 replies
    • 3k views
    • 
    • Sydney
    • June 15, 2017

28. Inherited IRA

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

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

    By kmhaab, May 22, 2017   

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

30. IRA Annuity & RMD

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

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

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

32. IRA Ownership in Privately Held Company

    By lisabroc, March 22, 2017   

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

33. Strange result? Community property state IRA

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

34. Bifurcation of a Non-Deductible IRA

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

35. Mistaken contribution to SEP IRA

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

36. IRA Decedent named his Living Trust as his beneficiary

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

37. IRA and UBTI

    By shERPA, June 30, 2016
    • 0 replies
    • 1.2k views
    • 
    • shERPA
    • June 30, 2016

38. 5 year clock on rollover of Designated Roth

    By AndyH, April 28, 2016
    • 5 replies
    • 1.8k views
    • 
    • Mike Preston
    • May 13, 2016

39. Distribution from an IRA

    By mjf624, April 26, 2016   

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

40. SEP-IRA contributions

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

41. One IRA Rollover per Year Rule

    By Pension RC, March 3, 2016
    • 4 replies
    • 1.1k views
    • 
    • Pension RC
    • March 4, 2016

42. Roth IRA Loss and Write Off

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

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

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

44. IRA contribution - qualified status, age limit

    By t.haley, December 17, 2015
    • 3 replies
    • 1.3k views
    • 
    • QDROphile
    • December 17, 2015

45. IRA and no beneficiary

    By benefitsguru, December 16, 2015
    • 10 replies
    • 2.6k views
    • 
    • John G
    • March 25, 2019

46. Ineligible Roth IRA contributions

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

47. notice CP2000 and avoiding double taxation

    By metalmagpie, November 10, 2015
    • 6 replies
    • 2.4k views
    • 
    • Bird
    • November 12, 2015

48. IRA 60 day rollover short-term loan

    By austin3515, August 28, 2015
    • 2 replies
    • 1.7k views
    • 
    • Bird
    • August 31, 2015

49. RMD IRA and Power of Appointment

    By Hickoo, August 12, 2015   

    • RMD IRA Trust Designated Bene
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • August 18, 2015

50. prohibited transaction?

    By randagulp, August 6, 2015   

    • prohibited transaction
    • ira
    • 7 replies
    • 1.6k views
    • 
    • randagulp
    • August 7, 2015