IRAs and Roth IRAs

3,118 topics in this forum

1. QDRO and IRA distributions

   By Guest DDDlump, May 22, 2002
   • 1 reply
   • 1.5k views
   • 
   • Appleby
   • May 22, 2002

2. QTIP transfer to Marital Trust

   By jane123, December 24, 2003
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • December 25, 2003

3. Qualification for Roth IRA contribution

   By Guest indcontractor, June 8, 2002
   • 11 replies
   • 2.3k views
   • 
   • papogi
   • July 26, 2002

4. Qualified Charitable Distributions extended to 12/31/09

   By jevd, October 2, 2008
   • 10 replies
   • 2.5k views
   • 
   • Guest
   • October 6, 2008

5. Qualified HSA Funding Distribution

   By lalaland, June 10, 2014
   • 1 reply
   • 1k views
   • 
   • lalaland
   • June 10, 2014

6. qualified plan IRA moved to trad IRA

   By Lori H, January 17, 2006
   • 2 replies
   • 1.8k views
   • 
   • John G
   • January 23, 2006

7. Qualified Plan Rollover to IRA, Change to ROTH, Asset Protection?

   By JKY, October 24, 2014   

   • IRA
   • Roth Conversion
   • (and 2 more)

     Tagged with:

     • IRA
     • Roth Conversion
     • Qualified Plan
     • Asset Protection
   • 2 replies
   • 1.9k views
   • 
   • card
   • March 24, 2018

8. Qualified plan rollover to Roth IRA in 2010 (*NOT a conversion question)

   By Guest PiggyBank, December 13, 2010
   • 2 replies
   • 865 views
   • 
   • Guest
   • December 13, 2010

9. qualified plan to IRA: only transferring the after-tax contributions

   By Guest ashore, November 11, 2003
   • 9 replies
   • 2.1k views
   • 
   • Mary Kay Foss
   • November 14, 2003

10. qualified plan to ROTH...

    By K-t-F, June 10, 2004
    • 2 replies
    • 1.3k views
    • 
    • Appleby
    • June 10, 2004

11. Qualified Roth IRA Distributions in New York

    By Guest flat-top, June 24, 2003
    • 0 replies
    • 957 views
    • 
    • Guest
    • June 24, 2003

12. Qualified Trust As Beneficiary- Life Expectancy To Be Used For Post De

    By Guest AFRICA6796, August 9, 2001
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 10, 2001

13. Qualifying as IRA Trustee/Custodian

    By J2D2, November 26, 2002
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • November 27, 2002

14. Qualifying earned income for 14 yr. old.

    By Guest Rosie, March 28, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 28, 2001

15. Quarterly Estimated Payments

    By Guest Jim Brennan, December 7, 1998
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 7, 1998

16. Query

    By Guest sridhar gurram, March 10, 1999
    • 2 replies
    • 1.4k views
    • 
    • Kathy
    • March 10, 1999

17. Question

    By Guest Mary T, October 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 25, 2001

18. Question about penalty with Roth IRA

    By Guest xerox01, August 26, 2004
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • August 26, 2004

19. Question about ROTH IRA contribution

    By Guest slash47, May 23, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 29, 2005

20. Question about setting up ROTH IRAs

    By Guest cowegg, January 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 20, 1999

21. Question about tax return filing requirements for Roth IRA contributions

    By Guest rainbowstew, September 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • John G
    • October 5, 2005

22. Question about titling

    By Guest dmocs, November 28, 2001
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • November 30, 2001

23. Question about withdrawal for reasons other than medical or college ex

    By Guest, October 26, 2000
    • 5 replies
    • 1.7k views
    • 
    • John G
    • October 27, 2000

24. Question from a first timer, just making sure of something?

    By Guest Dbro, January 7, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • January 7, 2004

25. question of tax advantage

    By Guest dmoore80, January 27, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • January 29, 2002

26. Question on "basis" after conversion

    By Guest skrambo, April 9, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • April 11, 1999

27. Question on a partial recharacterization and conversion to a Roth.

    By Guest AaronWenger, August 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 7, 2000

28. question on contributions

    By Guest dmoore80, January 27, 2002
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 2002

29. Question on early withdrawl

    By Guest summerdreams, June 3, 2002
    • 4 replies
    • 1.5k views
    • 
    • papogi
    • June 3, 2002

30. Question on Income Limits

    By Guest Emom4321, August 22, 2005
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 26, 2005

31. question on IRA/Roth conversion

    By Guest andrewg, August 16, 2002
    • 2 replies
    • 1.3k views
    • 
    • John G
    • August 17, 2002

32. Question Re: contribution limits to Roth IRA (AGI)

    By Guest aa_cliff, February 9, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • February 9, 2001

33. Question!

    By Guest Metrecht, October 11, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • October 11, 2001

34. Questions about IRA conversion and 401K rollover

    By Guest JoeMac, March 3, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 4, 2000

35. Questions about non-spousal beneficiaries of IRAs

    By Guest JWIRA, August 19, 2006
    • 3 replies
    • 2k views
    • 
    • Guest
    • August 19, 2006

36. Questions about Roth IRA's

    By Guest LisaRose, March 4, 2000
    • 3 replies
    • 1.2k views
    • 
    • John G
    • March 6, 2000

37. Questions Inhertied IRA revised

    By Guest mmoore1198@hotmail.com, March 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 26, 2011

38. Questions on the basics.

    By Guest jennifer keane, January 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • John G
    • January 17, 2001

39. Questions so basic, I embarrass myself!

    By Guest Jennifer, January 14, 2001
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 15, 2001

40. Quick question about Roths...

    By Guest MelsMontanaDraft, December 20, 2001
    • 6 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • December 23, 2001

41. QVECs or DECs

    By Guest sborrow, September 4, 1998
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • September 4, 1998

42. Raising Roth IRA contribution limit from $2,000 to $5,000

    By Guest Hampton, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • John G
    • February 24, 1999

43. ransfer incident to Divorce of an Inherited IRA

    By jevd, October 27, 2006
    • 8 replies
    • 4.2k views
    • 
    • Guest
    • December 11, 2006

44. RDM after Death with Estate as Beneficiary

    By Guest peebee, April 12, 2012
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2012

45. Re-characterization question

    By Guest Jay Dansicker, November 26, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • November 27, 2000

46. Re-Contribute

    By Randy Watson, April 27, 2012
    • 9 replies
    • 2k views
    • 
    • Randy Watson
    • April 27, 2012

47. Real Estate

    By Archimage, March 1, 2004
    • 14 replies
    • 3.6k views
    • 
    • Lame Duck
    • March 4, 2004

48. Real Estate in a Roth IRA.

    By Guest pe6232000, July 10, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • July 30, 2005

49. Real Estate in a Traditional IRA

    By Lori H, May 12, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • May 12, 2003

50. Real Estate in IRA - Custodian Change

    By Guest Albert Lin, February 3, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 3, 1999