IRAs and Roth IRAs

3,118 topics in this forum

1. 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

2. Basis in Roth IRAS

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

3. Non-spouse Inherited IRA and trust questions

   By Spencer, January 28, 2014   

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

4. Employer Contributions to IRA

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

5. RMD - age 89 and retiring

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

6. 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

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

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

8. Rollover IRA

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

9. Roth IRA Eligibility

   By CLE401kGuy, October 14, 2013
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • October 14, 2013

10. Roth IRA setup as a Traditional IRA by mistake by Fund Administrator

    By Guest flyboy73, March 17, 2013
    • 8 replies
    • 5.1k views
    • 
    • John G
    • July 31, 2013

11. IRA that allow real estate investments

    By Craig Schiller, April 1, 2013   

    • IRA that holds real estate
    • 4 replies
    • 2.2k views
    • 
    • John G
    • July 31, 2013

12. IRA non spouse beneficiary

    By ombskid, July 23, 2013
    • 2 replies
    • 1.3k views
    • 
    • ombskid
    • July 23, 2013

13. Age 59 1/2 distribution

    By Fisher, May 1, 2013
    • 3 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 21, 2013

14. Recharacterized more than contribution amount from Roth to Traditional IRA

    By steve-o, May 8, 2013
    • 4 replies
    • 1.6k views
    • 
    • steve-o
    • June 12, 2013

15. Inherited Individual Retirement Annuity - what are the considerations?

    By AndyH, May 22, 2013
    • 6 replies
    • 6.8k views
    • 
    • AndyH
    • June 11, 2013

16. IRA trustee-to-trustee transfer - Form 5498

    By Atila, May 23, 2013
    • 6 replies
    • 7.4k views
    • 
    • Borsley
    • May 24, 2013

17. IRA deduction

    By B21, April 24, 2013
    • 2 replies
    • 1.3k views
    • 
    • B21
    • April 25, 2013

18. Eligible Rollover Distributions

    By joel, January 14, 2013
    • 10 replies
    • 2.1k views
    • 
    • joel
    • March 27, 2013

19. Creditor protection - government fines

    By Bird, March 27, 2013
    • 0 replies
    • 1.1k views
    • 
    • Bird
    • March 27, 2013

20. IRA, 60-Day Rollover and Loss of Bankruptcy Exemption

    By 401 Chaos, March 19, 2013
    • 9 replies
    • 7.2k views
    • 
    • 401 Chaos
    • March 21, 2013

21. Recharacterizing IRA Contribution Due to Bad Investments

    By Guest downtown, March 5, 2013   

    • recharacterize
    • roth
    • (and 1 more)

      Tagged with:

      • recharacterize
      • roth
      • loss
    • 1 reply
    • 1.6k views
    • 
    • masteff
    • March 5, 2013

22. non deductible IRA

    By D Lewis, February 25, 2013
    • 3 replies
    • 1.3k views
    • 
    • D Lewis
    • February 26, 2013

23. Roth IRA double contributions in one year error

    By Guest flyboy73, February 2, 2013
    • 12 replies
    • 8.3k views
    • 
    • mbozek
    • February 25, 2013

24. Distribution From Roth

    By Guest jfreeborn, December 17, 2010
    • 7 replies
    • 2k views
    • 
    • masteff
    • February 15, 2013

25. 401(k) in-service dist to IRA, then to charity in Jan 2013

    By Guest kprhok, January 24, 2013
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 2, 2013

26. Transfered IRA from one place to another, they took out a "fee"

    By Guest bnewcol, January 20, 2013
    • 3 replies
    • 1.9k views
    • 
    • John G
    • February 1, 2013

27. Help! IRAs Loaning to a Charity

    By Guest John P., November 6, 2012
    • 20 replies
    • 4.9k views
    • 
    • Guest
    • January 28, 2013

28. contribution deadline SEP

    By k man, January 16, 2013
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • January 16, 2013

29. One $5,000. contribution in January?

    By Guest Gracey, November 3, 2012
    • 3 replies
    • 1.2k views
    • 
    • John G
    • January 4, 2013

30. Rolling real estate from qualified plan into IRA

    By Guest Sieve, May 9, 2012
    • 8 replies
    • 3.1k views
    • 
    • Guest
    • January 4, 2013

31. IRA, RMD - account valuation

    By t.haley, November 28, 2012
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • January 4, 2013

32. trust is beneficiary

    By Scuba 401, December 19, 2012
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 29, 2012

33. Roth IRA and Self-Dealing

    By Guest TCD1, December 27, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 27, 2012

34. Conversion to Roth IRA

    By Cynchbeast, December 23, 2012
    • 3 replies
    • 1.2k views
    • 
    • Cynchbeast
    • December 26, 2012

35. Investing While on Disability

    By Guest Marc685, December 2, 2012
    • 2 replies
    • 4.8k views
    • 
    • masteff
    • December 3, 2012

36. IRS Announces IRA and Pension Plan Limits

    By Appleby, October 18, 2012
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • October 19, 2012

37. IRA

    By Guest elang, August 23, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 24, 2012

38. Possible PT - Investment Advisory Fee

    By Guest MLG, July 31, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • August 1, 2012

39. Re-Contribute

    By Randy Watson, April 27, 2012
    • 9 replies
    • 2k views
    • 
    • Randy Watson
    • April 27, 2012

40. 2011 Income exceeded Roth IRA contribution limits while contributing.

    By Guest Wanttoberichoneday, April 18, 2012
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 19, 2012

41. RDM after Death with Estate as Beneficiary

    By Guest peebee, April 12, 2012
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2012

42. Employer 'Retirement Plan' Using IRA's

    By Guest ILM, March 30, 2012
    • 1 reply
    • 1.4k views
    • 
    • ETA Consulting LLC
    • March 30, 2012

43. Excess Contribution to ROTH IRA

    By Guest john2491, March 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • March 29, 2012

44. Mistaken IRA Contributions

    By A Shot in the Dark, March 23, 2012
    • 5 replies
    • 2.4k views
    • 
    • Jim Chad
    • March 24, 2012

45. SIMPLE IRA and 72(t)

    By 415 Limit, March 12, 2012
    • 5 replies
    • 2k views
    • 
    • Appleby
    • March 19, 2012

46. Recharacterize Converted Traditional IRA

    By bzorc, March 19, 2012
    • 2 replies
    • 1.1k views
    • 
    • bzorc
    • March 19, 2012

47. Ending 72(t) Withdrawals

    By Guest John Prizer, March 15, 2012
    • 4 replies
    • 3.4k views
    • 
    • Bird
    • March 16, 2012

48. Taxable Roth Dividend

    By Yesnam, February 26, 2012
    • 7 replies
    • 1.9k views
    • 
    • Borsley
    • March 7, 2012

49. 401(k) rollover and Roth and then Recharacterization

    By Anonymoose, February 6, 2012
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • February 6, 2012

50. After tax IRA conversion to Roth IRA

    By Fisher, February 2, 2012
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • February 3, 2012