IRAs and Roth IRAs

3,118 topics in this forum

1. Waiver of 50% Excise Tax for RMD Failure

   By Guest Dash02, February 7, 2006
   • 2 replies
   • 3.6k views
   • 
   • Guest
   • February 10, 2006

2. ROTH IRA Excess Contributions and Associated Earnings

   By Guest freeness, May 19, 2008
   • 10 replies
   • 3.6k views
   • 
   • Appleby
   • May 21, 2008

3. Naming your own beneficiary for an inherited IRA?????

   By Kathy, April 6, 1999
   • 20 replies
   • 3.6k views
   • 
   • Guest
   • April 30, 1999

4. unqualified Roth IRA contributions

   By Guest swamp100, April 3, 2006
   • 5 replies
   • 3.6k views
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   • txdd
   • April 19, 2006

5. Roth IRA contributions

   By Guest nesby, December 11, 2003
   • 1 reply
   • 3.6k views
   • 
   • Michael Devault
   • December 12, 2003

6. Can substantially equal payments be larger?

   By Guest Jeff Salisbury, December 5, 1999
   • 27 replies
   • 3.6k views
   • 
   • Dave Baker
   • December 16, 1999

7. Transfer from AG Edwards to Vanguard

   By Guest CraigHa, December 25, 2006
   • 4 replies
   • 3.6k views
   • 
   • John G
   • January 3, 2007

8. Real Estate

   By Archimage, March 1, 2004
   • 14 replies
   • 3.6k views
   • 
   • Lame Duck
   • March 4, 2004

9. PLR 200450057

   By Belgarath, December 14, 2004
   • 15 replies
   • 3.5k views
   • 
   • mbozek
   • December 17, 2004

10. Help! Can I use my IRA to invest in my employer's IPO?

    By Guest Richard Bellamy, July 19, 2004
    • 9 replies
    • 3.5k views
    • 
    • John G
    • July 23, 2004

11. Bizarre IRA Investment

    By dmwe, September 23, 2010
    • 19 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2010

12. Getting an IRA back from a state's Office of Unclaimed or Abandoned Property

    By Guest frisk455, September 23, 2003
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2003

13. Dividend Reinvestment in a Roth IRA

    By Guest husstang, July 31, 2004
    • 2 replies
    • 3.5k views
    • 
    • JAMES PATRICK
    • August 4, 2004

14. No beneficiary designation

    By Guest WilliamWells, February 5, 2008
    • 7 replies
    • 3.5k views
    • 
    • masteff
    • February 13, 2008

15. IRA Valuation of Bad Investment for RMD

    By Locust, July 24, 2006
    • 10 replies
    • 3.5k views
    • 
    • John G
    • July 27, 2006

16. Transfer Tax Consequences of Irrevocable Beni Designation

    By Christine Roberts, May 31, 2000
    • 6 replies
    • 3.5k views
    • 
    • John Olsen
    • June 2, 2000

17. Max Contributions to 401(k), IRA, Roth IRA?

    By Guest maf, May 6, 2005
    • 7 replies
    • 3.5k views
    • 
    • John G
    • May 10, 2005

18. Death benefit Rollover

    By Guest mark824, February 24, 2010
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • February 25, 2010

19. Direct Rollover to ROTH IRA

    By Guest Golden Girl, April 29, 2009
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2010

20. IRA contributions from executor fees

    By Theresa Lynn, January 8, 2004
    • 1 reply
    • 3.4k views
    • 
    • JAMES PATRICK
    • January 9, 2004

21. Trust as Beneficiary to Marital Trust

    By Guest JBird3955, September 4, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • September 8, 2008

22. Help with Simple IRA plan- Employer sold business

    By MaryM, April 22, 2015   

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

23. IRS Rev Ruling on Disclaimers and IRAs. Rev Ruling 2005-36

    By jevd, June 28, 2005
    • 1 reply
    • 3.4k views
    • 
    • jevd
    • June 29, 2005

24. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar, April 10, 1999
    • 4 replies
    • 3.4k views
    • 
    • BPickerCPA
    • June 13, 1999

25. MPP / PSP to a SEP IRA

    By Guest irr7342, December 10, 2002
    • 1 reply
    • 3.4k views
    • 
    • Appleby
    • December 10, 2002

26. rollover of Roth to 401(k)

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

27. IRA as C-corp investor?

    By lexi, February 27, 2007
    • 5 replies
    • 3.4k views
    • 
    • lexi
    • March 5, 2007

28. From ESOP to IRA?

    By Guest daole, December 24, 2004
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • December 24, 2004

29. What are Kids eligibility for ROTH IRA?

    By Guest gchung, July 10, 2002
    • 11 replies
    • 3.4k views
    • 
    • Guest
    • July 22, 2002

30. ROTH IRA ?'s (NEWBIE INVESTOR)

    By Guest jkriv03, February 3, 2006
    • 14 replies
    • 3.4k views
    • 
    • John G
    • February 9, 2006

31. Ending 72(t) Withdrawals

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

32. Problems with IRA custodians/trustees with beneficiary designations

    By Bruce Steiner, May 25, 1999
    • 6 replies
    • 3.4k views
    • 
    • Bruce Steiner
    • May 30, 1999

33. MRD From IRA made in-kind?

    By bzorc, August 27, 2001
    • 6 replies
    • 3.4k views
    • 
    • John G
    • September 1, 2001

34. IRA $$ Stolen

    By J Simmons, May 9, 2024
    • 4 replies
    • 3.4k views
    • 
    • Luke Bailey
    • May 11, 2024

35. Roth in Bypass Trust

    By Guest DAW, October 6, 2004
    • 10 replies
    • 3.4k views
    • 
    • mbozek
    • October 22, 2004

36. another real estate investment question

    By Gudgergirl, June 26, 2009
    • 8 replies
    • 3.4k views
    • 
    • mbozek
    • August 9, 2011

37. Where to invest a roth IRA?

    By david rigby, October 22, 2004
    • 17 replies
    • 3.4k views
    • 
    • John G
    • November 22, 2004

38. IRA investment in real estate

    By Guest SCUDDESLER, December 9, 2003
    • 4 replies
    • 3.3k views
    • 
    • mbozek
    • December 10, 2003

39. Transfer of part of Rollover IRA to another institution: best way to do it.

    By Guest rkal66, February 19, 2004
    • 9 replies
    • 3.3k views
    • 
    • Appleby
    • February 20, 2004

40. Determining the Fair Market Value on Annuity Contracts

    By Guest Frankie, October 16, 2002
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • October 16, 2002

41. Roth IRA contributions withdrawal

    By Guest channel121, September 27, 2005
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • October 11, 2005

42. California Roth Conversion

    By Guest tcd, October 13, 2002
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • October 15, 2002

43. Any good companies to suggest for Roth IRA?

    By Guest shaselai, January 2, 2007
    • 11 replies
    • 3.3k views
    • 
    • John G
    • January 4, 2007

44. IRA - investing in my own company

    By Guest irenes, May 29, 2001
    • 3 replies
    • 3.3k views
    • 
    • Steve72
    • May 30, 2001

45. Roth already started, now make too much; What to do?

    By Guest nichoju80, March 19, 2008
    • 10 replies
    • 3.3k views
    • 
    • Guest
    • March 24, 2008

46. HSA 2009 Limitation Chart (pdf)

    By Gary Lesser, May 14, 2008
    • 0 replies
    • 3.3k views
    • 
    • Gary Lesser
    • May 14, 2008

47. IRA and beneficiary designation

    By Guest eazycool, December 10, 2004
    • 6 replies
    • 3.3k views
    • 
    • mbozek
    • December 28, 2004

48. Trust as Beneficiary: Spousal Rollover

    By Guest reg_h2b, January 17, 2001
    • 14 replies
    • 3.3k views
    • 
    • Guest
    • June 15, 2001

49. IRA, RMD - account valuation

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

50. Can I have two IRA's? One of each type?

    By Guest PhilGeo222, March 8, 1999
    • 11 replies
    • 3.3k views
    • 
    • John G
    • April 6, 1999