IRAs and Roth IRAs

3,120 topics in this forum

1. Retired with insufficient earned income

   By Guest walt007, January 28, 2004
   • 1 reply
   • 1k views
   • 
   • John G
   • January 30, 2004

2. Retirement and IRA's

   By Guest devils30, February 16, 2006
   • 3 replies
   • 1.9k views
   • 
   • txdd
   • February 17, 2006

3. Retirement Savings Opportunity Act of 1999

   By Guest richa65, March 23, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 23, 1999

4. Return of 2020 RMD included with a CRD

   By bzorc, April 29, 2021
   • 1 reply
   • 882 views
   • 
   • Lou S.
   • April 29, 2021

5. Return of IRA Distribution

   By Guest jfreeborn, January 21, 2011
   • 4 replies
   • 2.9k views
   • 
   • John G
   • February 4, 2011

6. Return of IRA distribution within 60 days

   By bzorc, October 28, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • October 28, 2003

7. Returning funds to traditional IRA

   By Mark G, June 30, 2024
   • 8 replies
   • 10k views
   • 
   • Mark G
   • July 5, 2024

8. returning home profits to Roth IRA

   By Guest hannidan, June 17, 2006
   • 1 reply
   • 1.3k views
   • 
   • John G
   • June 19, 2006

9. Reversing an IRA conversion

   By Guest OldPro, December 20, 1998
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • December 20, 1998

10. Revised Life expectancy Tables??

    By Guest David Hammond CISP, July 6, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 27, 2000

11. Rich Person's Roth

    By austin3515, January 22, 2020
    • 9 replies
    • 2.1k views
    • 
    • ESOP Guy
    • January 23, 2020

12. Risks in Roth IRAs?

    By Guest Tami, August 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • August 29, 2000

13. Risks of a Mistitled Inherited IRA?

    By JoeBialy, April 4, 2019
    • 2 replies
    • 1.1k views
    • 
    • card
    • April 8, 2019

14. RMD - age 89 and retiring

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

15. RMD - can we switch between single and joint life expectancy

    By Guest Nadine, September 28, 2001
    • 5 replies
    • 2.2k views
    • 
    • BPickerCPA
    • September 30, 2001

16. RMD After Death

    By Guest Ajay, September 16, 2005
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • September 16, 2005

17. RMD after RBD and after death

    By Guest Jeanne, August 14, 2003
    • 13 replies
    • 9.9k views
    • 
    • Mary Kay Foss
    • September 13, 2003

18. RMD and death in year one turns 70.5 1 2

    By Guest BruceC, October 22, 2008
    • 66 replies
    • 13.8k views
    • 
    • Guest
    • November 5, 2008

19. RMD and divorce

    By Guest LLGCPA, July 6, 2011
    • 13 replies
    • 8.1k views
    • 
    • John G
    • July 20, 2011

20. RMD and QDOTs

    By Guest P A Weick, September 14, 1999
    • 2 replies
    • 1.8k views
    • 
    • Bruce Steiner
    • September 16, 1999

21. RMD and Roth Conversion

    By BruceM, December 23, 2025
    • 2 replies
    • 280 views
    • 
    • Appleby
    • December 29, 2025

22. RMD calulator for IRA

    By Guest jusducki, March 24, 2004
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • March 28, 2004

23. RMD Deadline

    By Guest Gregory, February 4, 2000
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • February 8, 2000

24. RMD Distribution in kind

    By Guest Bob Lees, March 31, 2008
    • 3 replies
    • 2.4k views
    • 
    • John G
    • April 2, 2008

25. RMD Final Regs

    By Guest Jeanne, May 22, 2002
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • May 22, 2002

26. Rmd For Deceased- Whose Tax Id Number Should It Be Reported Under?

    By Guest Taxwoman, June 22, 2001
    • 4 replies
    • 3.8k views
    • 
    • Appleby
    • June 29, 2001

27. RMD for IRA Inherited from Father

    By jkharvey, November 30, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • November 30, 2001

28. RMD for Prior Year and Account Owner Deceased

    By David Olive, March 22, 2023
    • 3 replies
    • 1.4k views
    • 
    • EBP
    • March 23, 2023

29. RMD for year of death- tax reporting

    By Guest Shelton, September 17, 2001
    • 3 replies
    • 2.1k views
    • 
    • Bruce Steiner
    • September 17, 2001

30. RMD from a Tax Deferred Annuity

    By dmb, August 1, 2001
    • 6 replies
    • 5k views
    • 
    • jlf
    • August 6, 2001

31. RMD from IRA

    By Guest KVAlbert, December 10, 2010
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • December 14, 2010

32. RMD From IRA and 403(b)?

    By Guest irr7342, September 10, 2001
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • September 11, 2001

33. RMD from IRA containing stock that is restricted and probably now worthless

    By Kathy, December 31, 2003
    • 4 replies
    • 2.1k views
    • 
    • Kathy
    • December 31, 2003

34. RMD in year of death

    By Guest Ken Behrens, November 13, 2006
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • November 14, 2006

35. RMD IRA and Power of Appointment

    By Hickoo, August 12, 2015   

    • RMD IRA Trust Designated Bene
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • August 18, 2015

36. rmd question/inherited IRA

    By MJ Hartman, October 20, 2011
    • 3 replies
    • 1.4k views
    • 
    • ESOP Guy
    • October 21, 2011

37. RMD reporting by IRA custodians/trustees

    By Guest Bearlee, October 10, 2007
    • 3 replies
    • 4.3k views
    • 
    • Guest
    • October 18, 2007

38. RMD Reporting on 5498

    By Arlene Schemm, April 9, 2020   

    • cares act
    • 0 replies
    • 583 views
    • 
    • Arlene Schemm
    • April 9, 2020

39. RMD Reporting Requirements

    By Guest AFRICA6796, December 10, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 10, 2002

40. RMD required from IRA if rolled into 401(k)

    By Scuba 401, January 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 10, 2011

41. 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

42. RMD when IRA tranferred to different provider.

    By Guest Thornton, May 4, 1999
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • July 2, 1999

43. RMD, 60-day rollover, and qualified charitable distribution (QCD)

    By BonoConsilio, May 13, 2011
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • May 14, 2011

44. RMD's from non-Spousal Inherited IRA

    By Mike Preston, October 3, 2007
    • 8 replies
    • 5k views
    • 
    • Belgarath
    • October 5, 2007

45. RMD's, Excise taxes and "exceptions"

    By Demosthenes, December 15, 2004
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • December 19, 2004

46. RMDs

    By Felicia, December 2, 2004
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • December 3, 2004

47. RMDs

    By Felicia, January 19, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • January 19, 2007

48. RMDs-Death of IRA owner after RBD.

    By MarZDoates, October 26, 2005
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • October 26, 2005

49. Roll IRAs into plan... convert to Roth?

    By K-t-F, September 2, 2006
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • September 3, 2006

50. Roll money from 401k to IRA to Roth?

    By Guest JKrowiak, September 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 18, 2000