IRAs and Roth IRAs

3,120 topics in this forum

1. Partial Conversions

   By John G, August 11, 1999
   • 2 replies
   • 1.5k views
   • 
   • BPickerCPA
   • August 11, 1999

2. Partial recharacterization of multiple conversions from traditional IR

   By Guest Ken Behrens, October 26, 2000
   • 7 replies
   • 2.5k views
   • 
   • BPickerCPA
   • October 28, 2000

3. partial ROTH recharacterization

   By Guest gw55, December 22, 2004
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • December 24, 2004

4. Partially phased out Roth contribution

   By Guest Barney Byrd, April 4, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • April 4, 2000

5. Participant Reimbursing Fees to IRA

   By lalaland, July 8, 2014
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • July 9, 2014

6. participant's death

   By Felicia, August 30, 2006
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • August 30, 2006

7. Participation in SARSEP and Roth IRA

   By Guest Nancy Lorenzen, March 9, 1999
   • 1 reply
   • 2.4k views
   • 
   • Kathy
   • March 10, 1999

8. past service credit

   By Felicia, March 4, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • March 4, 2003

9. pay retroactively into an IRA account?

   By Guest andrewg, April 1, 2002
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • April 1, 2002

10. Pay Taxes Now (401k) or Later (Roth) If You're in the Same Tax Rate Wh

    By Guest jemedwards, February 1, 2001
    • 3 replies
    • 2.4k views
    • 
    • John G
    • February 1, 2001

11. Payback of Roth IRA?

    By Guest 1hunglo, August 21, 2004
    • 1 reply
    • 1.7k views
    • 
    • John G
    • August 21, 2004

12. Payer's State no- Box 11 1099-R

    By Guest Shelton, February 12, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • February 13, 2002

13. Paying taxes on dispursements in a Roth IRA.

    By Guest cytek, April 6, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • April 7, 2001

14. Paying the penalties for excess contributions over three years.

    By Guest BoyAlex, December 1, 2003
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • December 5, 2003

15. Payroll Deduction IRA's - Eligibility

    By austin3515, March 14, 2014
    • 0 replies
    • 1k views
    • 
    • austin3515
    • March 14, 2014

16. Payroll Deduction Progams for IRA's

    By Guest mmacer, March 1, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • March 3, 2002

17. Payroll Deduction Roth IRA's

    By Guest GDC CFP, December 15, 1999
    • 1 reply
    • 1.7k views
    • 
    • John G
    • December 18, 1999

18. Pecuniary Bequest

    By jane123, April 22, 2005
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 25, 2005

19. Penalty for 2004 Roth IRA Contribution if Over AGI Limit?

    By Guest rrowehl, May 4, 2005
    • 3 replies
    • 1.6k views
    • 
    • jevd
    • May 5, 2005

20. Penalty on early distribution

    By Guest tammyfranco, March 8, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 2000

21. Penalty on overpayment of estimated taxes?

    By Guest Lonnie_parry, January 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 13, 1999

22. Penalty Tax on Pre 59.5 Withdrawal of Rolled A-Tax Contributions

    By Jon Chambers, February 7, 2002
    • 2 replies
    • 2k views
    • 
    • Jon Chambers
    • February 7, 2002

23. Pension Act - RE: IRA/non-spouse beneficiary

    By Guest jusducki, August 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • jevd
    • August 21, 2006

24. Pension Income - Can I make a deductible IRA contribution?

    By Guest JimJ, March 12, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 13, 2002

25. Pension investment from the UK

    By Guest G Ford, November 14, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 17, 1999

26. Pension Rollover?

    By Guest WSM, July 22, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • July 23, 2004

27. Permission for late recharacterization granted

    By BPickerCPA, February 6, 2001
    • 2 replies
    • 1.6k views
    • 
    • BPickerCPA
    • February 8, 2001

28. Personal Guaranty Creates Prohibited Transaction? 1 2

    By Guest tschotland, July 22, 2008
    • 71 replies
    • 10.4k views
    • 
    • Guest
    • August 8, 2008

29. Personalized Benefit Statements

    By Guest mimisteph, March 1, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 1, 2001

30. plan not allow bene take RMD over life.

    By Guest john cablet, February 8, 2000
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • February 10, 2000

31. Plan rollover to IRA to charitable distribution

    By ombskid, April 10, 2007
    • 3 replies
    • 1.7k views
    • 
    • jevd
    • April 11, 2007

32. Plan Terminations and SEPP's

    By Guest DavidH, September 9, 2005
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • September 9, 2005

33. Planning for Inherited Roth IRA

    By Barbara, June 26, 2025
    • 3 replies
    • 4.4k views
    • 
    • Appleby
    • July 3, 2025

34. Planning for My Grandson's Future

    By Guest Jasmine, March 26, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • April 2, 2006

35. PLEASE ANSWER TO FRANKIEC@MEDPRO.ORG

    By Guest jfahey, April 24, 2001
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 24, 2001

36. Please help early roth ira withdrawl

    By Guest gemski, January 11, 2005
    • 5 replies
    • 1.5k views
    • 
    • Demosthenes
    • January 14, 2005

37. Please help very confused?

    By Guest gemski, January 23, 2005
    • 10 replies
    • 2k views
    • 
    • GBurns
    • January 27, 2005

38. Please HELP! Getting started!

    By Guest kattpar, July 6, 2004
    • 12 replies
    • 8.2k views
    • 
    • Guest
    • August 1, 2004

39. PLR 200450057

    By Belgarath, December 14, 2004
    • 15 replies
    • 3.6k views
    • 
    • mbozek
    • December 17, 2004

40. PLRs on Waiver of 60-day limit for Rollover

    By Appleby, January 6, 2004
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 9, 2004

41. POA - original vs copy

    By masteff, April 1, 2011
    • 10 replies
    • 5.8k views
    • 
    • K2retire
    • April 23, 2011

42. Poor 401K. Going it on my own with ROTH IRA, advice?

    By Guest dcsurfing, October 5, 2004
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2004

43. Possible Additional Relief For Incorrect Roth Conversions

    By Guest jamesfdavis, April 11, 1999
    • 2 replies
    • 1.7k views
    • 
    • Bruce Steiner
    • April 15, 1999

44. Possible Extension of Time to Recharacterize Roth IRA Conversion

    By Guest Bill Angell, May 1, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • May 1, 2001

45. Possible Prohibited Transaction by IRA owner?

    By Guest Pennysaver, December 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2010

46. Possible PT - Investment Advisory Fee

    By Guest MLG, July 31, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 1, 2012

47. Post 55 distribution from Pension Cashout w/ no penalty?

    By Guest irr7342, May 10, 2002
    • 5 replies
    • 1.8k views
    • 
    • Michael Devault
    • May 11, 2002

48. post-death IRA required minimum distributions

    By Guest Pat Metallic, November 28, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • November 28, 2001

49. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM, January 9, 2020   

    • ira
    • secure
    • (and 2 more)

      Tagged with:

      • ira
      • secure
      • beneficiary
      • distributions
    • 1 reply
    • 1.1k views
    • 
    • G8Rs
    • January 13, 2020

50. Post-Retirement Roth IRA Contributions

    By Guest cstroble, August 6, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • August 6, 2003