IRAs and Roth IRAs

3,120 topics in this forum

1. roll over to wrong person's IRA

   By chc93, September 19, 2019
   • 3 replies
   • 997 views
   • 
   • chc93
   • September 20, 2019

2. roll pension into Roth IRA?

   By Guest jbenner, January 21, 2001
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • January 23, 2001

3. Roll post-tax money into a Roth IRA?

   By Guest gfowler, August 15, 2002
   • 3 replies
   • 1.5k views
   • 
   • papogi
   • August 15, 2002

4. roll roth ira to roth 401(k)?

   By Lori H, August 6, 2008
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • August 8, 2008

5. Rolling 401(K) into Roth IRA

   By Guest detaylor, June 13, 2005
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • June 13, 2005

6. Rolling over a non-qualified vs. qualified distribution from a designated ROTH account to a ROTH IRA

   By David Peckham, August 13, 2018
   • 5 replies
   • 2.1k views
   • 
   • Luke Bailey
   • August 16, 2018

7. rolling over variable life annuities

   By Guest pcrawf, October 11, 2004
   • 1 reply
   • 1.5k views
   • 
   • Ron Snyder
   • October 11, 2004

8. Rolling real estate from qualified plan into IRA

   By Guest Sieve, May 9, 2012
   • 8 replies
   • 3.2k views
   • 
   • Guest
   • January 4, 2013

9. Rolling stock certificates from a 401K to a Roth IRA

   By Guest Dave Blaschke, August 31, 2000
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • September 14, 2000

10. Rollover - Tax Implications

    By Guest GeorgiaTarHeel, May 6, 2005
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • May 7, 2005

11. Rollover 401(k) to Roth IRA

    By Guest Barney Byrd, March 18, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2000

12. Rollover 401k After Tax Amount to Roth IRA

    By Guest PeteC, December 3, 2008
    • 1 reply
    • 3.2k views
    • 
    • Appleby
    • December 4, 2008

13. Rollover after death

    By Bruce Steiner, November 1, 2004
    • 2 replies
    • 2.3k views
    • 
    • mbozek
    • November 4, 2004

14. Rollover after Starting Min Distrib

    By Guest Patti Perdue, November 2, 1998
    • 2 replies
    • 2.2k views
    • 
    • Dave Baker
    • November 4, 1998

15. Rollover by Spouse after Death of IRA Owner

    By Francis, April 19, 2007
    • 3 replies
    • 8.4k views
    • 
    • Appleby
    • April 19, 2007

16. Rollover consisting of real property

    By Guest kaybe, June 11, 1999
    • 1 reply
    • 1.4k views
    • 
    • Kathy
    • June 11, 1999

17. Rollover contribution to Inherited IRA

    By Guest Shelton, May 20, 2002
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

18. Rollover contribution to inherited IRA

    By Guest AFRICA6796, October 1, 2002
    • 15 replies
    • 3.8k views
    • 
    • Guest
    • October 11, 2002

19. Rollover Contribution to ROTH

    By Guest FET, December 22, 1999
    • 8 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 7, 2000

20. Rollover from 401 to Roth

    By Guest, February 16, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • February 16, 2000

21. Rollover from IRA into ps plan - 5498? separate accounting?

    By Guest amfam2, November 1, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • November 1, 2002

22. rollover from roth ira to qualified plan?

    By Guest Moira, October 13, 2006
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • October 14, 2006

23. Rollover from SIMPLE IRA to 401(k)

    By k man, March 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • March 18, 2006

24. Rollover from Traditional IRA to Roth IRA Taxable 2009?

    By Guest dahuse0603, March 18, 2010
    • 1 reply
    • 979 views
    • 
    • Guest
    • March 18, 2010

25. Rollover IRA

    By Guest Gracey, November 7, 2013
    • 2 replies
    • 1.3k views
    • 
    • GMK
    • November 7, 2013

26. Rollover IRA

    By jkdoll2, August 25, 2008
    • 2 replies
    • 2k views
    • 
    • masteff
    • August 25, 2008

27. Rollover IRA - Tax and Penalty on Excess Contributions

    By Guest garvey_agg, June 26, 2001
    • 8 replies
    • 8k views
    • 
    • Guest
    • July 3, 2001

28. Rollover IRA conversion

    By Guest nipa, July 6, 2009
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • July 6, 2009

29. Rollover IRA into 401(k) Plan

    By Guest notnimbaab, August 22, 2003
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • August 23, 2003

30. Rollover IRA to 401(k)?

    By Guest Mrs.Z, May 20, 2005
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • May 20, 2005

31. Rollover life inusrance death benefit to Roth IRA

    By Ananda, October 27, 2021
    • 16 replies
    • 5.4k views
    • 
    • Peter Gulia
    • November 2, 2021

32. Rollover of "in kind" distribution

    By Guest John Nelson, February 9, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 10, 2000

33. Rollover of 401k to Roth

    By Guest 401k rollover, March 5, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • March 6, 1999

34. Rollover of 401k to Roth IRA - need help please

    By Guest pinkshell, September 19, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 21, 2008

35. Rollover of Conduit IRA

    By Guest RPSS, October 9, 2000
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • October 9, 2000

36. Rollover of IRA to 401(k) to Avoid MRDs

    By PMC, September 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 13, 2008

37. Rollover of Litigation Settlement

    By Guest djw, December 27, 2004
    • 8 replies
    • 3.8k views
    • 
    • mbozek
    • January 4, 2005

38. Rollover of periodic payments from IRA

    By Guest philc, March 31, 2004
    • 5 replies
    • 1.6k views
    • 
    • jevd
    • April 2, 2004

39. rollover of Roth to 401(k)

    By k man, June 2, 2003
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • July 30, 2003

40. Rollover of ROTH-IRA to Annuity

    By Guest JBlanchard, May 28, 2006
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 28, 2006

41. Rollover of spouse's IRA after RBD

    By nancy, December 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 5, 1999

42. rollover of too much

    By Felicia, December 10, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 10, 2004

43. Rollover of Traditional IRA in to Roth IRA.

    By Guest skaranam, December 27, 2003
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 27, 2003

44. rollover or start new roth

    By Guest crjax, August 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2002

45. rollover payment from immediate annuity

    By Guest KRS401k, November 22, 2011
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • November 22, 2011

46. Rollover Simple IRA into Employer plan

    By tsrl01, November 11, 2020
    • 2 replies
    • 664 views
    • 
    • tsrl01
    • November 12, 2020

47. Rollover to IRA from qualified plan

    By Chippy, March 8, 2021
    • 3 replies
    • 654 views
    • 
    • Luke Bailey
    • March 11, 2021

48. Rollover to IRA in excess of $5,000 without consent; what remedy for p

    By Guest RBeck, February 11, 2003
    • 26 replies
    • 3.8k views
    • 
    • Guest
    • February 14, 2003

49. Rollover to Roth IRA

    By Guest mkelly, January 7, 2002
    • 1 reply
    • 1.2k views
    • 
    • wmyer
    • January 7, 2002

50. Rollover to Roth IRA?

    By Guest gte118f, September 23, 2004
    • 5 replies
    • 1.5k views
    • 
    • John G
    • September 27, 2004