IRAs and Roth IRAs

3,118 topics in this forum

1. minimum distribution

   By Tom Poje, June 24, 2008
   • 10 replies
   • 2.1k views
   • 
   • jpod
   • June 26, 2008

2. Minimum distribution - year of death

   By Guest Judy Z, May 11, 2000
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • May 11, 2000

3. Minimum distribution from IRA

   By nancy, December 3, 2002
   • 1 reply
   • 1.1k views
   • 
   • BPickerCPA
   • December 3, 2002

4. Minimum distributions after spousal roll over of Roth IRA

   By Guest wlt, November 30, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • November 30, 2001

5. Minimum distributions from annuity contracts into a Roth.

   By Guest AD, March 4, 2000
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • March 7, 2000

6. Minimum initial Investment Roth IRA

   By Guest twilly, January 10, 2003
   • 1 reply
   • 1.6k views
   • 
   • John G
   • January 15, 2003

7. Minimum Required Distribution in year of death

   By Guest HIPAAdrome, October 15, 1999
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • October 17, 1999

8. Mininum contributions to new Roth IRA's.

   By Guest Ruth Ayres, October 17, 2000
   • 2 replies
   • 1.6k views
   • 
   • John G
   • October 18, 2000

9. Minor Loophole for '98?

   By Guest Ian, December 22, 1998
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • December 23, 1998

10. Minor ROTH IRAs

    By Guest Denise Murphy, September 1, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • September 2, 1999

11. Miscellaneous ROTH questions

    By Guest Everett, April 1, 1999
    • 2 replies
    • 1.2k views
    • 
    • John Olsen
    • April 1, 1999

12. Missed IRA purchase due date?

    By Guest Ted7, May 4, 2004
    • 4 replies
    • 1.4k views
    • 
    • txdd
    • May 10, 2004

13. Missed minimum required distributions.

    By Guest jpetrancosta, November 14, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 14, 2002

14. Missed MRD

    By Guest Sieve, November 22, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 22, 2010

15. Missed RMD

    By Lou S., March 28, 2011
    • 6 replies
    • 3.1k views
    • 
    • Lou S.
    • March 29, 2011

16. Missed RMD on Inheirited IRA

    By rfahey, December 2, 2005
    • 2 replies
    • 1.6k views
    • 
    • Appleby
    • December 10, 2005

17. Mistake made in 98 - how to correct it???

    By Guest JasonHenley, March 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 3, 2001

18. Mistaken contribution to SEP IRA

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

19. Mistaken IRA Contribution

    By Ananda, December 16, 2021
    • 5 replies
    • 941 views
    • 
    • Luke Bailey
    • December 21, 2021

20. Mistaken IRA Contributions

    By A Shot in the Dark, March 23, 2012
    • 5 replies
    • 2.4k views
    • 
    • Jim Chad
    • March 24, 2012

21. Mistakenly opened IRA

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

22. Mistitled Inherited IRA. Any recourse?

    By Philster, February 23, 2022
    • 2 replies
    • 1.9k views
    • 
    • Philster
    • March 9, 2022

23. Mixing Roth IRA Contributions

    By Guest batberf, August 2, 2002
    • 2 replies
    • 1.9k views
    • 
    • John G
    • August 2, 2002

24. MLPs in an IRA

    By Guest RJRogers, May 14, 2011
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • May 16, 2011

25. Moderator deletions of commodity/futures/trader posts

    By John G, September 27, 2005
    • 0 replies
    • 1.2k views
    • 
    • John G
    • September 27, 2005

26. Modification of section 72(t) SEPP

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

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

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

28. More on ROTH IRA

    By Guest jkriv03, February 7, 2006
    • 3 replies
    • 1.7k views
    • 
    • John G
    • February 7, 2006

29. More than one IRA Contribution per CY ??

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

30. More than one Roth IRA

    By Guest Lonnie_parry, December 31, 1998
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • December 31, 1998

31. Move Roth conversion account money

    By Guest mjq, June 29, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • June 29, 2004

32. Move to do away with Roth

    By Guest dlsife, August 1, 2002
    • 27 replies
    • 3.8k views
    • 
    • John G
    • July 23, 2003

33. Moved during "spread-out-over-four-year" period of 1998 Roth

    By Guest raf5de6k, February 24, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 1, 2001

34. moving funds from one IRA account to another

    By Guest doubledecamp, October 31, 2007
    • 1 reply
    • 2k views
    • 
    • jevd
    • November 1, 2007

35. Moving money to another Roth IRA

    By Guest CarKeys, January 5, 2008
    • 10 replies
    • 57.1k views
    • 
    • Guest
    • February 18, 2008

36. Moving out of country

    By Guest Timbit, May 14, 2002
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • May 14, 2002

37. Moving to a new fund - like to know if it matters when I convert?

    By Guest quaspro, November 2, 2004
    • 1 reply
    • 1.1k views
    • 
    • John G
    • November 3, 2004

38. moving trad. ira contr to roth

    By Guest mrojava7, February 7, 2003
    • 1 reply
    • 989 views
    • 
    • Appleby
    • February 7, 2003

39. MPP / PSP to a SEP IRA

    By Guest irr7342, December 10, 2002
    • 1 reply
    • 3.4k views
    • 
    • Appleby
    • December 10, 2002

40. Mr. T Pity's the Fool who Doesnt have IRA's!

    By Guest gidgit, March 20, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 20, 2001

41. MRD after death of spouse

    By bzorc, December 13, 1999
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • December 14, 1999

42. MRD at dod - paid to estate or beneficiary?

    By Guest BJW, July 11, 2001
    • 5 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • July 13, 2001

43. MRD Calculations

    By bzorc, May 18, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • May 18, 2000

44. MRD From IRA made in-kind?

    By bzorc, August 27, 2001
    • 6 replies
    • 3.4k views
    • 
    • John G
    • September 1, 2001

45. MRD in light of changes

    By bzorc, September 20, 2001
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • September 25, 2001

46. MRD involving both an IRA with funds and a separate IRA annuity -- how

    By BPickerCPA, December 28, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • December 28, 1999

47. MRD Reporting Requirement

    By DTH, December 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • December 2, 2005

48. MRD Using An Annuity

    By Guest kcousin, September 25, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2007

49. MRD's for IRA's: Seperate Plans or Seperate Accounts?

    By Guest reg_h2b, December 6, 2000
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 6, 2000

50. Multiple accounts

    By Guest travler, February 11, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • February 12, 2002