IRAs and Roth IRAs

3,114 topics in this forum

1. Moonlighting Employee with Solo(k); Active Participant for IRA Purposes?

   By rocknrolls2, February 9, 2019
   • 4 replies
   • 610 views
   • 
   • Luke Bailey
   • February 11, 2019

2. Inherited IRA and RMD's

   By kwalified, December 18, 2018
   • 4 replies
   • 861 views
   • 
   • Appleby
   • December 20, 2018

3. Lump sum pension payment

   By JerT, November 8, 2018
   • 3 replies
   • 784 views
   • 
   • Mike Preston
   • November 8, 2018

4. Estate IRA beneficiary with trust

   By B21, July 11, 2018
   • 7 replies
   • 1.7k views
   • 
   • Appleby
   • September 11, 2018

5. Non-US citizen -- IRA rollover permitted?

   By katieinny, September 4, 2018   

   • no longer living in us.
   • 2 replies
   • 1.1k views
   • 
   • Appleby
   • September 11, 2018

6. IRS claiming rollover as taxable income?

   By justanotheradmin, August 20, 2018   

   • rollover
   • ira
   • 10 replies
   • 1.2k views
   • 
   • Lou S.
   • August 23, 2018

7. 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
   • 1.6k views
   • 
   • Luke Bailey
   • August 16, 2018

8. Convert trad. IRA to one or multiple ROTH or none

   By kwalified, July 11, 2018
   • 5 replies
   • 692 views
   • 
   • Larry Starr
   • July 18, 2018

9. PT Question

   By Scuba 401, May 23, 2018
   • 7 replies
   • 990 views
   • 
   • Luke Bailey
   • July 2, 2018

10. 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
    • 1.7k views
    • 
    • card
    • March 24, 2018

11. Tax implications of Green card abandonment

    By srini, March 22, 2018   

    • green card
    • tax
    • 1 reply
    • 1.9k views
    • 
    • Jamin' JROD
    • March 22, 2018

12. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

    • ira
    • prohibited transactions
    • 8 replies
    • 1.2k views
    • 
    • Flyboyjohn
    • January 30, 2018

13. Non-taxable settlement money is not earned income for Roth IRA purpose

    By Guest gpero, October 26, 2000
    • 5 replies
    • 9.7k views
    • 
    • david rigby
    • January 28, 2018

14. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 2.4k views
    • 
    • Luke Bailey
    • January 20, 2018

15. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 929 views
    • 
    • txdd
    • January 5, 2018

16. Outlawing Recharacterizations

    By OxLobber, December 8, 2017
    • 5 replies
    • 576 views
    • 
    • XTitan
    • December 8, 2017

17. IRA partial rollover to qualified plan

    By thepensionmaven, October 25, 2017
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • October 27, 2017

18. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 2.2k views
    • 
    • card
    • October 15, 2017

19. IRA Custodian deposited contribution in wrong account opinions please

    By Jaxson, September 30, 2017
    • 1 reply
    • 1.1k views
    • 
    • Borsley
    • October 2, 2017

20. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

    By dameni, September 1, 2017
    • 0 replies
    • 416 views
    • 
    • dameni
    • September 1, 2017

21. IRA rollover

    By cdavis25, August 10, 2017
    • 2 replies
    • 947 views
    • 
    • joel
    • August 22, 2017

22. Annuities within an IRA

    By joel, July 8, 2017
    • 1 reply
    • 615 views
    • 
    • ETA Consulting LLC
    • July 9, 2017

23. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 2.3k views
    • 
    • austin3515
    • June 23, 2017

24. Back Door IRAs

    By Sydney, June 15, 2017
    • 4 replies
    • 872 views
    • 
    • jashendorf
    • June 16, 2017

25. SEP IRA -- Two Spouses

    By Sydney, June 10, 2017
    • 6 replies
    • 2.1k views
    • 
    • Sydney
    • June 15, 2017