IRAs and Roth IRAs

3,118 topics in this forum

1. Grandchildren as IRA beneficiaries - convert to Roth?

   By Guest MountainMan, October 31, 2006
   • 11 replies
   • 5.3k views
   • 
   • John G
   • March 5, 2007

2. Form 1099-b

   By Guest barbra, March 25, 2002
   • 2 replies
   • 5.3k views
   • 
   • Guest
   • March 26, 2002

3. substitute one IRA investment for another

   By Guest Dolores, September 27, 2007
   • 22 replies
   • 5.3k views
   • 
   • jevd
   • November 11, 2008

4. new to Roth IRA ... where to start

   By Guest pastrami, November 19, 2003
   • 12 replies
   • 5.2k views
   • 
   • Guest
   • May 5, 2004

5. Corrective distribution from an IRA

   By katieinny, March 19, 2007
   • 6 replies
   • 5.2k views
   • 
   • Guest
   • January 6, 2010

6. Roth IRA setup as a Traditional IRA by mistake by Fund Administrator

   By Guest flyboy73, March 17, 2013
   • 8 replies
   • 5.1k views
   • 
   • John G
   • July 31, 2013

7. Sell stock in IRA and then convert to Roth

   By Guest Jennif102, December 2, 2007
   • 4 replies
   • 5.1k views
   • 
   • John G
   • December 5, 2007

8. FDRXX

   By Guest jalkelly, May 17, 2007
   • 6 replies
   • 5k views
   • 
   • John G
   • May 18, 2007

9. Can the IRS disallow an IRA 60-day rollover if the intent was to take a short-term loan?

   By Guest Fishchick, February 23, 2004
   • 7 replies
   • 5k views
   • 
   • Kirk Maldonado
   • February 24, 2004

10. Reporting distributions that were contributions

    By Guest gzwick26, March 23, 2009
    • 30 replies
    • 5k views
    • 
    • Guest
    • April 2, 2009

11. Using the MDIB Table for RMD Calulations

    By Guest David Hammond CISP, September 7, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • September 9, 2000

12. RMD's from non-Spousal Inherited IRA

    By Mike Preston, October 3, 2007
    • 8 replies
    • 5k views
    • 
    • Belgarath
    • October 5, 2007

13. Mandatory withholding on IRA distribution? (higher education)

    By Guest maxtax, December 21, 2007
    • 2 replies
    • 5k views
    • 
    • Guest
    • December 21, 2007

14. IRA Commissions

    By Guest CJA, April 10, 2008
    • 12 replies
    • 5k views
    • 
    • Peter Gulia
    • August 26, 2015

15. Roth IRA early withdrawal

    By Guest Kenneth88, December 1, 2003
    • 1 reply
    • 4.9k views
    • 
    • mbozek
    • December 1, 2003

16. RMD from a Tax Deferred Annuity

    By dmb, August 1, 2001
    • 6 replies
    • 4.9k views
    • 
    • jlf
    • August 6, 2001

17. "Retroactive" sale of IRA assets?

    By Guest krijowri, January 12, 2012
    • 3 replies
    • 4.9k views
    • 
    • John G
    • January 22, 2012

18. Rollover life inusrance death benefit to Roth IRA

    By Ananda, October 27, 2021
    • 16 replies
    • 4.9k views
    • 
    • Peter Gulia
    • November 2, 2021

19. Mistakenly opened IRA

    By Guest Rcrich, March 28, 2014
    • 5 replies
    • 4.9k views
    • 
    • masteff
    • March 29, 2014

20. Help! IRAs Loaning to a Charity

    By Guest John P., November 6, 2012
    • 20 replies
    • 4.9k views
    • 
    • Guest
    • January 28, 2013

21. Unrelated Business Taxable Income

    By jane123, August 29, 2003
    • 11 replies
    • 4.9k views
    • 
    • Appleby
    • September 8, 2003

22. Should I open a traditional IRA right now?

    By Guest ctfudge07, January 7, 2007
    • 36 replies
    • 4.9k views
    • 
    • Guest
    • January 18, 2007

23. Investing While on Disability

    By Guest Marc685, December 2, 2012
    • 2 replies
    • 4.8k views
    • 
    • masteff
    • December 3, 2012

24. Modification of section 72(t) SEPP

    By Guest CJA, April 14, 2008
    • 4 replies
    • 4.8k views
    • 
    • jevd
    • April 14, 2008

25. Who pays income tax on RMD payment from inherited IRA?

    By Guest JulieT, October 25, 2001
    • 5 replies
    • 4.8k views
    • 
    • BPickerCPA
    • October 26, 2001

26. Open IRA in decedent's name...

    By chris, March 10, 2003
    • 19 replies
    • 4.8k views
    • 
    • jevd
    • September 12, 2003

27. IRA and qualified plan participant dies intestate

    By Belgarath, May 1, 2009
    • 8 replies
    • 4.7k views
    • 
    • Appleby
    • May 14, 2009

28. Tax treatment for class action settlement from stock in an IRA?

    By Guest rkal66, October 24, 2004
    • 1 reply
    • 4.7k views
    • 
    • JAMES PATRICK
    • October 25, 2004

29. What custodians have low or no annual fees?

    By John G, March 21, 2004
    • 6 replies
    • 4.7k views
    • 
    • John G
    • March 19, 2009

30. Legal fees from an IRA

    By Guest ladycpa, December 3, 2002
    • 5 replies
    • 4.7k views
    • 
    • mbozek
    • December 4, 2002

31. Roth IRA options for minor with < $1K?

    By Guest displayname, January 4, 2007
    • 10 replies
    • 4.7k views
    • 
    • Guest
    • January 8, 2007

32. IRA owner turns age 70 1/2 but dies before RBD

    By Guest Pennysaver, March 25, 2011
    • 2 replies
    • 4.7k views
    • 
    • GMK
    • September 30, 2014

33. Convert Variable Life Insurance to Roth?

    By Guest James_R_Olson, January 23, 1999
    • 3 replies
    • 4.6k views
    • 
    • John Olsen
    • January 24, 1999

34. What about the 770 account?

    By Guest Scotty M., November 12, 2014   

    • retirement income
    • infinite banking
    • (and 2 more)

      Tagged with:

      • retirement income
      • infinite banking
      • 770 acount
      • income for life
    • 4 replies
    • 4.6k views
    • 
    • Bird
    • November 12, 2014

35. Are IRA trustees/custodians liable if they leave the filing of Form 99

    By Guest Barbara Coatsw, August 24, 2000
    • 2 replies
    • 4.5k views
    • 
    • Guest
    • September 8, 2000

36. Deemed IRAs

    By Theresa Lynn, September 5, 2003
    • 13 replies
    • 4.5k views
    • 
    • Guest
    • July 29, 2004

37. Transfer of IRA assets to ex-spouse

    By Guest Chelsi, October 18, 2009
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • October 27, 2009

38. Using IRA to pay attorney fees related to divorce

    By bzorc, October 3, 2005
    • 3 replies
    • 4.4k views
    • 
    • QDROphile
    • October 4, 2005

39. contribution limits to roth and 401k both

    By Guest zoran2, October 2, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • October 3, 2006

40. Does Conversion count towards MAGI for Contribution?

    By Guest redlenses, March 30, 2006
    • 3 replies
    • 4.4k views
    • 
    • Appleby
    • April 2, 2006

41. Roth IRA Credited For Wrong Year

    By Guest arasalin, April 7, 2007
    • 4 replies
    • 4.4k views
    • 
    • John G
    • May 13, 2007

42. Can Non-qualified annuity be "rolled over" to a traditional IRA?

    By Guest ashore, November 6, 2003
    • 2 replies
    • 4.4k views
    • 
    • Guest
    • November 6, 2003

43. $100,000 Adjusted Gross Income Restriction Applies to Roth 401(k) to Roth IRA Rollovers in 2008 and 2009

    By Appleby, July 20, 2007
    • 11 replies
    • 4.4k views
    • 
    • Guest
    • July 24, 2008

44. can i roll roth ira into hsa ?

    By Guest butrflychsr, February 12, 2007
    • 4 replies
    • 4.4k views
    • 
    • John G
    • February 13, 2007

45. Combining Roth IRA and Roth Conversion

    By Guest SteveS, February 29, 2000
    • 7 replies
    • 4.4k views
    • 
    • John G
    • March 10, 2000

46. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 0 replies
    • 4.4k views
    • 
    • Appleby
    • January 17, 2008

47. Purchasing Pre-IPO Stock using Roth IRA

    By Guest rrpatel, May 11, 2007
    • 2 replies
    • 4.4k views
    • 
    • John G
    • May 13, 2007

48. Are Taxes Withheld From A Roth Conversion Considered A Penalty Distrib

    By Guest irr7342, January 23, 2001
    • 3 replies
    • 4.3k views
    • 
    • BPickerCPA
    • January 25, 2001

49. Planning for Inherited Roth IRA

    By Barbara, June 26
    • 3 replies
    • 4.3k views
    • 
    • Appleby
    • July 3

50. Deliberate Excess Contributions

    By Guest rgeary, September 19, 2000
    • 16 replies
    • 4.3k views
    • 
    • Guest
    • February 23, 2001