IRAs and Roth IRAs

3,118 topics in this forum

1. 401K rollover of "after-tax" contributions, and then convert

   By Guest BigAl, April 25, 2002
   • 1 reply
   • 1.6k views
   • 
   • BPickerCPA
   • April 25, 2002

2. 401K rollover to IRA and conversion to Roth

   By Guest nukejohn, November 23, 2003
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • November 23, 2003

3. 401K rollover to IRA, then conversion to ROTHIRA and prorata

   By Guest BigAl, April 28, 2002
   • 15 replies
   • 3.8k views
   • 
   • Appleby
   • October 29, 2004

4. 401K rollover to Roth

   By Guest JP13, July 31, 2002
   • 0 replies
   • 1k views
   • 
   • Guest
   • July 31, 2002

5. 401K Rollovers - IRS Approval

   By Guest BigAl, April 29, 2002
   • 1 reply
   • 1.4k views
   • 
   • MGB
   • April 29, 2002

6. 401k tax

   By Guest luuuliu, July 31, 2001
   • 6 replies
   • 2k views
   • 
   • david rigby
   • August 1, 2001

7. 401K to an (ROTH) IRA

   By Guest ARPRINCE, February 25, 2002
   • 3 replies
   • 1.4k views
   • 
   • John G
   • February 25, 2002

8. 401k to IRA to Roth IRA conversion & move from Tennessee to Minnes

   By Guest Scott Bemis, March 21, 1999
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • March 24, 1999

9. 401K to IRA to Roth IRA Question

   By Guest DN, March 27, 2001
   • 4 replies
   • 1.4k views
   • 
   • John G
   • March 28, 2001

10. 401k to Roth IRA rollover

    By Guest fenway4ever, January 24, 2005
    • 1 reply
    • 1.1k views
    • 
    • jevd
    • January 24, 2005

11. 401k to Traditional to Roth Taxes

    By Guest AWinOK, January 17, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 28, 2000

12. 401K withdrawal

    By Guest JamesU, July 9, 2001
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • July 10, 2001

13. 401k-ira-roth ira

    By Guest friardave, April 18, 2005
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • April 18, 2005

14. 401k/Roth IRA loophole?

    By Guest MichaelEdward, February 24, 2003
    • 7 replies
    • 2.9k views
    • 
    • BPickerCPA
    • February 25, 2003

15. 401kwithdrawl/traditional IRA rollover

    By Guest ztcsmd, February 14, 2004
    • 3 replies
    • 1.5k views
    • 
    • John G
    • February 16, 2004

16. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 10, 2010

17. 403(b) vs 401(k)-- enlighten me please!

    By Guest Lyric, April 7, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 1999

18. 403(c)

    By Guest Lynn Johnson, December 21, 1998
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • December 21, 1998

19. 403B and IRA RMD Catastrophe

    By Guest 401kguy, November 18, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 18, 2014

20. 457 Rollover

    By Guest bruthee, January 25, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 25, 2002

21. 457(b) to Roth IRA

    By Guest Ford, September 29, 2002
    • 3 replies
    • 3.8k views
    • 
    • Michael Devault
    • September 30, 2002

22. 457B plan for Roth IRA contributions

    By Guest Joyce 777, February 5, 1999
    • 2 replies
    • 1.8k views
    • 
    • Gary Lesser
    • February 24, 1999

23. 4974 Questions

    By Guest Letocha, May 2, 2000
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • May 3, 2000

24. 5 year clock on rollover of Designated Roth

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

25. 5 year period for converted dollars?

    By Guest BLRyan, February 13, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • February 13, 1999

26. 5 Year Roth Rules

    By Guest Paladin, December 17, 2005
    • 11 replies
    • 3.2k views
    • 
    • Guest
    • December 29, 2005

27. 5 Year Rule - Inherited Roth IRAs

    By austin3515, February 2, 2022
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 4, 2022

28. 5 year waiting period

    By Guest driger, December 10, 2002
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • December 11, 2002

29. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

    By Sabrina1, February 19, 2024
    • 0 replies
    • 1.1k views
    • 
    • Sabrina1
    • February 19, 2024

30. 5498 and 1099-R reporting for non-publicly traded assets

    By Guest suellenhoward, August 28, 2014   

    • 5498 1099-R 2015 box 15 FMV
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 28, 2014

31. 5498-ESA Reporting Deadline

    By Appleby, February 3, 2004
    • 0 replies
    • 1.4k views
    • 
    • Appleby
    • February 3, 2004

32. 59 1/2 rule for Inheritance IRA

    By Guest bluedevil, April 28, 2005
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • May 2, 2005

33. 6% excise tax on ineligible rollover

    By BG5150, December 9, 2008
    • 3 replies
    • 2.5k views
    • 
    • BG5150
    • December 9, 2008

34. 60 day loan from IRA with a catch...

    By Guest Doogie61, March 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 27, 2010

35. 60 Day Question

    By bzorc, January 2, 2004
    • 5 replies
    • 1.2k views
    • 
    • mbozek
    • January 3, 2004

36. 60 Day Rollover

    By mathead, May 7, 2010
    • 4 replies
    • 1.3k views
    • 
    • QDROphile
    • May 7, 2010

37. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • November 22, 2021

38. 60 days from receipt

    By Guest lskin, July 31, 2006
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 31, 2006

39. 70 1/2 distributions

    By Guest revier, September 14, 2004
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • September 14, 2004

40. 72 t and IRS 120% of fed mid term rate

    By Guest DDDlump, April 7, 2003
    • 4 replies
    • 3.7k views
    • 
    • Mike Preston
    • April 8, 2003

41. 72-T election to withdraw from an IRA prior to age 59 1/2 without pena

    By Guest bink, February 14, 2002
    • 2 replies
    • 2.5k views
    • 
    • Bruce Steiner
    • February 15, 2002

42. 72(t)

    By Dobber, April 11, 2022
    • 1 reply
    • 1.4k views
    • 
    • bito'money
    • April 20, 2022

43. 72(t) rule changes- legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 1k views
    • 
    • Appleby
    • October 3, 2002

44. 72(t) Software

    By Guest Cindyd, December 1, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • December 1, 2003

45. 72(t) Substantially Equal IRA distributions missed

    By Guest Noidy, September 7, 2005
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • September 10, 2005

46. 72t dates

    By Guest bob1, April 14, 2004
    • 1 reply
    • 1.2k views
    • 
    • basumukherji
    • April 17, 2004

47. 72t distributions

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 2.2k views
    • 
    • ElGuapo
    • March 19, 2004

48. 72t election stopped in error

    By Guest nlmc18, May 7, 2004
    • 2 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • May 13, 2004

49. 72t exceptions

    By Guest Gregory, October 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • October 31, 1999

50. A beginner's(also a Non-PR) question about ROTH IRA

    By Guest tonyzhao, January 11, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 2005