IRAs and Roth IRAs

3,118 topics in this forum

1. Transfer from Traditional IRA to Roth IRA and any limitation.

   By Guest cameo, November 8, 2003
   • 6 replies
   • 1.6k views
   • 
   • John G
   • November 11, 2003

2. Transfer incident questions

   By Guest Jaybee, September 7, 2011
   • 2 replies
   • 1.2k views
   • 
   • mbozek
   • September 7, 2011

3. Transfer Incident to Divorce

   By mathead, May 31, 2007
   • 1 reply
   • 2.9k views
   • 
   • J Simmons
   • May 31, 2007

4. Transfer incident to divorce under 408(d)(6) from an inherited IRA of a non-spouse beneficiary to his/her spouse/ex-spouse IRA

   By jevd, May 19, 2004
   • 15 replies
   • 8.5k views
   • 
   • mbozek
   • June 3, 2004

5. Transfer IRA to SEP

   By Guest charcoal89, June 18, 2004
   • 1 reply
   • 2.1k views
   • 
   • Appleby
   • June 19, 2004

6. Transfer mistake

   By Guest john2, January 13, 2002
   • 3 replies
   • 1.5k views
   • 
   • JAMES PATRICK
   • January 15, 2002

7. Transfer of Closely Held StockProhibited Transactions

   By Guest gaham, January 13, 1999
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • January 13, 1999

8. Transfer of decedent IRA from one plan to another. Which plan document controls?

   By jevd, October 15, 2003
   • 7 replies
   • 2.1k views
   • 
   • jevd
   • October 17, 2003

9. Transfer of IRA assets to ex-spouse

   By Guest Chelsi, October 18, 2009
   • 6 replies
   • 4.5k views
   • 
   • Guest
   • October 27, 2009

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

    By Guest rkal66, February 19, 2004
    • 9 replies
    • 3.4k views
    • 
    • Appleby
    • February 20, 2004

11. Transfer Roth IRA and write off loss?

    By Guest dunnamzw, August 24, 2001
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • October 16, 2001

12. Transfer Roth IRA to a Holding Company or LLC?

    By Guest star, February 25, 2005
    • 19 replies
    • 6.9k views
    • 
    • mbozek
    • March 4, 2005

13. Transfer Tax Consequences of Irrevocable Beni Designation

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

14. Transfer to a Roth IRA

    By rblum50, September 10, 2020
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • September 14, 2020

15. transfer to non retirement account

    By Guest dcf, November 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • John G
    • November 21, 2002

16. Transfer variable annuity to Roth IRA?

    By Guest vic7, January 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 17, 2002

17. 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

18. Transfering funds from a 401k plan to a Roth IRA

    By Guest K Heil, May 18, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • May 18, 2000

19. transfering money from abroad

    By Guest gosporteer, September 2, 2003
    • 1 reply
    • 2k views
    • 
    • mbozek
    • September 2, 2003

20. Transferring a Roth to a Different Institution

    By Guest ahstein, January 11, 1999
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • February 5, 1999

21. Transferring Assets to an IRA

    By Guest star, March 11, 2005
    • 6 replies
    • 1.4k views
    • 
    • John G
    • March 11, 2005

22. Transferring inherited beneficiary roth ira?

    By Guest dakota, August 8, 2007
    • 1 reply
    • 1.5k views
    • 
    • John G
    • August 13, 2007

23. Transferring Mutual Fund to Roth IRA

    By Guest oldman74, May 7, 2008
    • 2 replies
    • 1.8k views
    • 
    • JanetM
    • May 7, 2008

24. Transfers from trusts outside the US

    By Guest CGoldberg, January 21, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 21, 2000

25. Transfers of IRA Assets by Non-Spouse Beneficiaries

    By Guest David Hammond CISP, August 24, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 5, 2001

26. Treatment of contribution rolled into a Roth IRA

    By Guest P A Weick, April 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 29, 1999

27. Trivial Question Regarding Roth

    By Guest augustineregal@yahoo.com, October 5, 2007
    • 4 replies
    • 1.2k views
    • 
    • John G
    • October 6, 2007

28. Truly Inherited IRA

    By bzorc, August 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • August 21, 2002

29. Trust as Beneficary: Spousal Rollover

    By Guest reg_h2b, December 12, 2000
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • December 20, 2000

30. Trust as beneficiary

    By Guest JBS, June 6, 2003
    • 2 replies
    • 1.4k views
    • 
    • Mary Kay Foss
    • June 6, 2003

31. Trust as Beneficiary

    By jane123, June 11, 2003
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 18, 2003

32. Trust as Beneficiary

    By Guest PIDGE, July 9, 2002
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • July 23, 2002

33. Trust as beneficiary of IRA.

    By Guest PIDGE, March 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • March 21, 2003

34. Trust as beneficiary or is it the Trustee

    By Guest Shelton, March 7, 2002
    • 5 replies
    • 1.6k views
    • 
    • Alan Simpson
    • March 7, 2002

35. Trust as Beneficiary to Marital Trust

    By Guest JBird3955, September 4, 2008
    • 7 replies
    • 3.5k views
    • 
    • Bird
    • September 8, 2008

36. Trust as Beneficiary: Spousal Rollover

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

37. Trust As IRA Beneficiary

    By Guest andyr, May 29, 2005
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • June 2, 2005

38. Trust as Roth beneficiary

    By Guest Eve, February 25, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • March 2, 1999

39. Trust as the Beneficiary of an IRA

    By Guest SPollock, September 23, 1999
    • 3 replies
    • 1.8k views
    • 
    • BPickerCPA
    • October 5, 1999

40. Trust beneficiary & minimum distributions

    By Guest ndgal, December 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 7, 2000

41. trust beneficiary of retirement plan

    By Scuba 401, March 17, 2021
    • 4 replies
    • 1k views
    • 
    • JOH
    • March 18, 2021

42. trust is beneficiary

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

43. Trust is beneficiary??????

    By Guest AFRICA6796, December 31, 2001
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • December 31, 2001

44. Trustee Administrative Feese

    By Guest tcd, May 14, 2002
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • May 14, 2002

45. Trustee failed to convert IRA to Roth before year end as promised.

    By Guest dpatterson, January 14, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 14, 2000

46. Trustee Reporting of Prohibited Transactions

    By lalaland, May 23, 2014
    • 1 reply
    • 1k views
    • 
    • mbozek
    • May 24, 2014

47. trustee to trustee roth ira custodianship

    By Guest cebrooks, January 3, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 3, 1999

48. Trustee-to-trustee direct IRA transfers - IRS "required" Letter of Acceptance

    By Retired, but still reading, October 17, 2020
    • 6 replies
    • 5.7k views
    • 
    • Appleby
    • October 25, 2020

49. Trying to get this straight....

    By Guest msdossys, January 26, 2007
    • 24 replies
    • 3.2k views
    • 
    • John G
    • January 30, 2007

50. TSA transfer to Roth IRA

    By Guest davidm, October 5, 2000
    • 3 replies
    • 3.9k views
    • 
    • Michael Devault
    • October 9, 2000