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IRAs and Roth IRAs

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3,118 topics in this forum

  1. IRA Commissions

    By Guest CJA,
    • 12 replies
    • 4.9k views

  2. RMD IRA and Power of Appointment

    By Hickoo,   
    • 4 replies
    • 2.1k views

  3. prohibited transaction?

    By randagulp,   
    • 7 replies
    • 1.6k views

  4. IRA w/ estate as bene

    By benefitsguru,
    • 5 replies
    • 1.6k views

  5. Self Directed IRA - purchased stock in C Corp

    By Spencer,
    • 4 replies
    • 1.5k views

  6. Help with Simple IRA plan- Employer sold business

    By MaryM,   
    • 4 replies
    • 3.4k views

  7. Roth IRA Backdoor Questions

    By Coopman14,
    • 3 replies
    • 1.6k views

  8. IRA 60-day loan - repaying with roll over/transfer proceeds from qualified plan?

    By sportswhiz00,
    • 3 replies
    • 1.4k views

  9. IRA Custodian Mistake - Did not implement Roth Conversion

    By 401_4_ever,
    • 3 replies
    • 2.1k views

  10. IRA funding deadline vs tax filing

    By ombskid,
    • 8 replies
    • 2.1k views

  11. How to report IRA escheated to the state

    By benefitsguru,
    • 6 replies
    • 4k views

  12. Sch. C filer with Roth 401k deferrals, Roth IRA, in excess of Sch. C comp?

    By Belgarath,
    • 0 replies
    • 1.4k views

  13. Active Participant status

    By Belgarath,
    • 5 replies
    • 1.8k views

  14. IRA protection

    By 52626,
    • 1 reply
    • 1.1k views

  15. terminating Simple IRA

    By 52626,
    • 1 reply
    • 3.1k views

  16. 1099-R Reporting of Prohibited Transaction

    By lalaland,
    • 0 replies
    • 1.7k views

  17. Series of 60 day IRA loans?

    By UM1234,
    • 7 replies
    • 2.5k views

  18. 403B and IRA RMD Catastrophe

    By Guest 401kguy,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  19. Deceased account holder failed to take rmds

    By R. Butler,
    • 10 replies
    • 5.8k views
    • GMK
    • GMK

  20. Donating RMD to a qualified charity

    By katieinny,   
    • 10 replies
    • 2.3k views

  21. IRA and Non-Recourse Lending

    By Guest SSSP,
    • 1 reply
    • 1.1k views

  22. What about the 770 account?

    By Guest Scotty M.,   
    • 4 replies
    • 4.6k views

  23. surviving spouse rollover from qualified plan to inherited IRA?

    By randagulp,
    • 2 replies
    • 1.5k views

  24. Suspected prohibited transaction

    By Gudgergirl,
    • 4 replies
    • 1.2k views

  25. Household Expenses, etc paid from IRA

    By Guest Bizitchie,
    • 2 replies
    • 969 views

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

    By Guest Pennysaver,
    • 2 replies
    • 4.7k views
    • GMK
    • GMK

  27. 5498 and 1099-R reporting for non-publicly traded assets

    By Guest suellenhoward,   
    • 0 replies
    • 1.7k views
    • Guest
    • Guest

  28. Non-spouse beneficiary of Roth IRA

    By joel,
    • 3 replies
    • 1.3k views

  29. No beneficiary & community property state

    By benefitsguru,
    • 1 reply
    • 1.2k views

  30. Participant Reimbursing Fees to IRA

    By lalaland,
    • 1 reply
    • 1.1k views

  31. Can I Aggregate Individual Retirement Account & Individual Retirement Annuity RMDs?

    By Guest GaryB,   
    • 2 replies
    • 3.2k views

  32. IRA annuity and IRA account and RMD

    By Guest CJA,
    • 11 replies
    • 10.2k views

  33. Qualified HSA Funding Distribution

    By lalaland,
    • 1 reply
    • 1k views

  34. Trustee Reporting of Prohibited Transactions

    By lalaland,
    • 1 reply
    • 1k views

  35. Check Book IRA?

    By Guest Dan Shea,
    • 4 replies
    • 4k views

  36. Beneficiary change on IRA without owner's consent

    By Guest FAB,
    • 27 replies
    • 10.4k views

  37. IRA with no beneficiary named

    By Guest eric 6523,   
    • 5 replies
    • 2.6k views

  38. More than one IRA Contribution per CY ??

    By Guest jeepnsam,
    • 2 replies
    • 1.1k views

  39. Spouse not working and IRA Contribution

    By Guest jeepnsam,
    • 5 replies
    • 1.3k views

  40. Borrowing from Roth

    By Guest jeable,
    • 2 replies
    • 1.2k views

  41. Good and bad experiences with trust companies that allow exotic investments

    By Peter Gulia,   
    • 5 replies
    • 1.5k views

  42. UBTI in IRA

    By Guest TPALona,
    • 2 replies
    • 1.2k views

  43. Roth Question

    By bzorc,
    • 2 replies
    • 1.2k views

  44. IRAs and citizenship and retiring abroad

    By Guest mungbeans,
    • 0 replies
    • 1.3k views
    • Guest
    • Guest

  45. Investment mistaken as a distribution by custodian.

    By Flight33,
    • 4 replies
    • 1.4k views

  46. Employer contributions to employee's Roth IRA

    By cpa2000,
    • 1 reply
    • 1.3k views

  47. Mistakenly opened IRA

    By Guest Rcrich,
    • 5 replies
    • 4.9k views

  48. Payroll Deduction IRA's - Eligibility

    By austin3515,
    • 0 replies
    • 1k views

  49. Purchase of permissive service credits in a government DB pension plan

    By joel,
    • 0 replies
    • 1k views

  50. IRA withdrawal should have occurred last year

    By benefitsguru,
    • 1 reply
    • 1.2k views
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