IRAs and Roth IRAs

3,118 topics in this forum

1. Help with Simple IRA plan- Employer sold business

   By MaryM, April 22, 2015   

   • Simple Plan
   • 4 replies
   • 3.4k views
   • 
   • MaryM
   • April 23, 2015

2. Roth IRA for Kids

   By John G, March 30, 2015
   • 5 replies
   • 5.5k views
   • 
   • Lou S.
   • November 3, 2015

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

   By Belgarath, March 24, 2015
   • 0 replies
   • 1.4k views
   • 
   • Belgarath
   • March 24, 2015

4. IRA funding deadline vs tax filing

   By ombskid, March 20, 2015
   • 8 replies
   • 2.1k views
   • 
   • John G
   • March 30, 2015

5. Active Participant status

   By Belgarath, March 9, 2015
   • 5 replies
   • 1.8k views
   • 
   • Belgarath
   • March 12, 2015

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

   By sportswhiz00, March 9, 2015
   • 3 replies
   • 1.4k views
   • 
   • John G
   • March 30, 2015

7. IRA Custodian Mistake - Did not implement Roth Conversion

   By 401_4_ever, March 5, 2015
   • 3 replies
   • 2.1k views
   • 
   • John G
   • March 30, 2015

8. IRA protection

   By 52626, March 3, 2015
   • 1 reply
   • 1.1k views
   • 
   • mbozek
   • March 4, 2015

9. terminating Simple IRA

   By 52626, February 18, 2015
   • 1 reply
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • February 18, 2015

10. Roth IRA Backdoor Questions

    By Coopman14, February 4, 2015
    • 3 replies
    • 1.6k views
    • 
    • John G
    • March 30, 2015

11. 1099-R Reporting of Prohibited Transaction

    By lalaland, December 22, 2014
    • 0 replies
    • 1.7k views
    • 
    • lalaland
    • December 22, 2014

12. 403B and IRA RMD Catastrophe

    By Guest 401kguy, November 18, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 18, 2014

13. IRA and Non-Recourse Lending

    By Guest SSSP, November 14, 2014
    • 1 reply
    • 1.1k views
    • 
    • Lou S.
    • November 14, 2014

14. Deceased account holder failed to take rmds

    By R. Butler, November 12, 2014
    • 10 replies
    • 5.8k views
    • 
    • GMK
    • November 17, 2014

15. 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

16. 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

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

    By randagulp, October 20, 2014
    • 2 replies
    • 1.5k views
    • 
    • randagulp
    • October 20, 2014

18. Suspected prohibited transaction

    By Gudgergirl, October 2, 2014
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • October 3, 2014

19. Household Expenses, etc paid from IRA

    By Guest Bizitchie, October 1, 2014
    • 2 replies
    • 971 views
    • 
    • ESOP Guy
    • October 1, 2014

20. Donating RMD to a qualified charity

    By katieinny, September 24, 2014   

    • still available for 2014?
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • November 14, 2014

21. 5498 and 1099-R reporting for non-publicly traded assets

    By Guest suellenhoward, August 28, 2014   

    • 5498 1099-R 2015 box 15 FMV
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • August 28, 2014

22. Non-spouse beneficiary of Roth IRA

    By joel, August 15, 2014
    • 3 replies
    • 1.3k views
    • 
    • masteff
    • August 18, 2014

23. No beneficiary & community property state

    By benefitsguru, July 23, 2014
    • 1 reply
    • 1.2k views
    • 
    • GMK
    • July 23, 2014

24. Participant Reimbursing Fees to IRA

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

25. Qualified HSA Funding Distribution

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

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

    By Guest GaryB, June 6, 2014   

    • annuities
    • annuity
    • (and 3 more)

      Tagged with:

      • annuities
      • annuity
      • IRA
      • RMD
      • aggregate
    • 2 replies
    • 3.2k views
    • 
    • Borsley
    • July 7, 2014

27. How to report IRA escheated to the state

    By benefitsguru, June 4, 2014
    • 6 replies
    • 4k views
    • 
    • My 2 cents
    • March 30, 2015

28. Trustee Reporting of Prohibited Transactions

    By lalaland, May 23, 2014
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 24, 2014

29. Series of 60 day IRA loans?

    By UM1234, May 20, 2014
    • 7 replies
    • 2.5k views
    • 
    • John G
    • December 12, 2014

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

    By Peter Gulia, April 28, 2014   

    • self-directed IRAs
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • April 30, 2014

31. UBTI in IRA

    By Guest TPALona, April 24, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 25, 2014

32. Borrowing from Roth

    By Guest jeable, April 18, 2014
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 12, 2014

33. Spouse not working and IRA Contribution

    By Guest jeepnsam, April 13, 2014
    • 5 replies
    • 1.3k views
    • 
    • John G
    • May 12, 2014

34. Roth Question

    By bzorc, April 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 7, 2014

35. IRAs and citizenship and retiring abroad

    By Guest mungbeans, April 7, 2014
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 7, 2014

36. IRA with no beneficiary named

    By Guest eric 6523, April 4, 2014   

    • ira beneficiary default
    • 5 replies
    • 2.6k views
    • 
    • John G
    • May 12, 2014

37. Employer contributions to employee's Roth IRA

    By cpa2000, April 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 4, 2014

38. Investment mistaken as a distribution by custodian.

    By Flight33, April 3, 2014
    • 4 replies
    • 1.4k views
    • 
    • masteff
    • April 4, 2014

39. More than one IRA Contribution per CY ??

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

40. Mistakenly opened IRA

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

41. Payroll Deduction IRA's - Eligibility

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

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

    By joel, March 12, 2014
    • 0 replies
    • 1k views
    • 
    • joel
    • March 12, 2014

43. IRA withdrawal should have occurred last year

    By benefitsguru, February 21, 2014
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • February 21, 2014

44. Basis in Roth IRAS

    By rfahey, February 11, 2014
    • 10 replies
    • 2.2k views
    • 
    • masteff
    • February 12, 2014

45. Multiple IRAs and Rollovers in a 12 month period

    By Guest quefre, February 4, 2014   

    • IRAs and Rollovers
    • 8 replies
    • 2k views
    • 
    • Guest
    • February 20, 2014

46. Non-spouse Inherited IRA and trust questions

    By Spencer, January 28, 2014   

    • Inherited IRA
    • 2 replies
    • 1.3k views
    • 
    • masteff
    • January 29, 2014

47. Employer Contributions to IRA

    By Guest Thornton, January 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • January 20, 2014

48. RMD - age 89 and retiring

    By Cynchbeast, December 4, 2013
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • December 5, 2013

49. RMD when IRA owner dies at age 70 1/2

    By steve-o, November 19, 2013
    • 1 reply
    • 2.4k views
    • 
    • GMK
    • November 19, 2013

50. IRA -- Leveraged Property Transferred to a 401K

    By Guest John P., November 12, 2013
    • 13 replies
    • 2.8k views
    • 
    • masteff
    • November 15, 2013