IRAs and Roth IRAs

3,123 topics in this forum

1. Recharacterize Converted Traditional IRA

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

2. Ending 72(t) Withdrawals

   By Guest John Prizer, March 15, 2012
   • 4 replies
   • 3.6k views
   • 
   • Bird
   • March 16, 2012

3. Taxable Roth Dividend

   By Yesnam, February 26, 2012
   • 7 replies
   • 2k views
   • 
   • Borsley
   • March 7, 2012

4. 401(k) rollover and Roth and then Recharacterization

   By Anonymoose, February 6, 2012
   • 1 reply
   • 2.7k views
   • 
   • masteff
   • February 6, 2012

5. After tax IRA conversion to Roth IRA

   By Fisher, February 2, 2012
   • 2 replies
   • 1.4k views
   • 
   • mbozek
   • February 3, 2012

6. Advice for Vanguard Funds

   By Guest northshore, January 25, 2012
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • January 26, 2012

7. "Retroactive" sale of IRA assets?

   By Guest krijowri, January 12, 2012
   • 3 replies
   • 5k views
   • 
   • John G
   • January 22, 2012

8. IRA all in Real Estate How does he pay RMD?

   By Jim Chad, December 15, 2011
   • 19 replies
   • 9k views
   • 
   • Guest
   • January 6, 2012

9. Application of IRC 408(g)

   By J2D2, December 20, 2011
   • 1 reply
   • 2.2k views
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   • mbozek
   • December 20, 2011

10. QCD IRA only

    By ombskid, December 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 2, 2011

11. rollover payment from immediate annuity

    By Guest KRS401k, November 22, 2011
    • 1 reply
    • 1.2k views
    • 
    • mbozek
    • November 22, 2011

12. IRA contribution from stock options

    By Guest BruceC, October 25, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • October 26, 2011

13. Disclaiming an inherited IRA

    By bzorc, October 24, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • October 24, 2011

14. rmd question/inherited IRA

    By MJ Hartman, October 20, 2011
    • 3 replies
    • 1.5k views
    • 
    • ESOP Guy
    • October 21, 2011

15. Failure to return the plan agreement

    By Guest mvangri, August 11, 2011
    • 5 replies
    • 1.8k views
    • 
    • Appleby
    • October 15, 2011

16. Converting to a ROTH in 2011?

    By Lori H, June 23, 2011
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • September 16, 2011

17. Transfer incident questions

    By Guest Jaybee, September 7, 2011
    • 2 replies
    • 1.3k views
    • 
    • mbozek
    • September 7, 2011

18. Correcting Excess Contributions to a Traditional IRA

    By Guest i_dont_know, August 30, 2011
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • September 2, 2011

19. Roth IRA Early Distribution Taxed at Full Amount?

    By Guest HTaylor, August 22, 2011
    • 5 replies
    • 3.1k views
    • 
    • mbozek
    • August 23, 2011

20. another real estate investment question

    By Gudgergirl, June 26, 2009
    • 8 replies
    • 3.5k views
    • 
    • mbozek
    • August 9, 2011

21. Minimum age for start of Roth IRA?

    By tuni88, July 5, 2011
    • 16 replies
    • 36.7k views
    • 
    • Guest
    • July 22, 2011

22. RMD and divorce

    By Guest LLGCPA, July 6, 2011
    • 13 replies
    • 8.3k views
    • 
    • John G
    • July 20, 2011

23. Buying & Selling Within an IRA

    By Guest augustineregal@yahoo.com, June 27, 2011
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • June 30, 2011

24. IRA Held by an Estate

    By ERISA-Bubs, June 2, 2011
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • June 20, 2011

25. MLPs in an IRA

    By Guest RJRogers, May 14, 2011
    • 5 replies
    • 2.3k views
    • 
    • mbozek
    • May 16, 2011

26. RMD, 60-day rollover, and qualified charitable distribution (QCD)

    By BonoConsilio, May 13, 2011
    • 2 replies
    • 2.3k views
    • 
    • masteff
    • May 14, 2011

27. Divide IRA to satisfy support obligation

    By Guest QDROs, April 26, 2011
    • 1 reply
    • 1.2k views
    • 
    • QDROphile
    • April 26, 2011

28. POA - original vs copy

    By masteff, April 1, 2011
    • 10 replies
    • 6.4k views
    • 
    • K2retire
    • April 23, 2011

29. Purchasing vested company options within traditional IRA

    By Guest e39dinan, April 15, 2011
    • 4 replies
    • 1.6k views
    • 
    • John G
    • April 21, 2011

30. Roth withdrawal after 2010 conversion

    By Jim Norman, April 13, 2011
    • 2 replies
    • 1.2k views
    • 
    • Jim Norman
    • April 14, 2011

31. Missed RMD

    By Lou S., March 28, 2011
    • 6 replies
    • 3.2k views
    • 
    • Lou S.
    • March 29, 2011

32. How to use this site: Don't forget there is a search engine !

    By John G, March 29, 2011
    • 0 replies
    • 1.1k views
    • 
    • John G
    • March 29, 2011

33. How to start IRA

    By Guest bjs2025, February 7, 2011
    • 10 replies
    • 2.3k views
    • 
    • John G
    • March 29, 2011

34. Questions Inhertied IRA revised

    By Guest mmoore1198@hotmail.com, March 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • March 26, 2011

35. Can non-rollover IRA be rolled into 401(k)

    By Guest TaxedToDeath, March 25, 2011
    • 1 reply
    • 1.2k views
    • 
    • SheilaD
    • March 25, 2011

36. designated roth contribution

    By Belgarath, March 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 14, 2011

37. Roth Conversion Taxation for non-US-Citizen

    By Guest wundermonk, March 14, 2011
    • 1 reply
    • 1.6k views
    • 
    • mbozek
    • March 14, 2011

38. Roth Conversion

    By Yesnam, March 9, 2011
    • 2 replies
    • 1.2k views
    • 
    • Yesnam
    • March 10, 2011

39. Self Directed IRA

    By Effen, January 18, 2011
    • 10 replies
    • 3k views
    • 
    • QDROphile
    • February 23, 2011

40. IRAs subject to government forfeiture?

    By Gudgergirl, February 13, 2011
    • 2 replies
    • 2k views
    • 
    • mbozek
    • February 14, 2011

41. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 2k views
    • 
    • Gary Lesser
    • February 6, 2011

42. Return of IRA Distribution

    By Guest jfreeborn, January 21, 2011
    • 4 replies
    • 2.9k views
    • 
    • John G
    • February 4, 2011

43. Advice about moving traditional IRA abroad

    By Guest kbrooks, February 4, 2011
    • 1 reply
    • 1.1k views
    • 
    • John G
    • February 4, 2011

44. IRA rollover into 401k plan - converting to Roth

    By Santo Gold, January 12, 2011
    • 2 replies
    • 1.6k views
    • 
    • Kevin C
    • January 13, 2011

45. RMD required from IRA if rolled into 401(k)

    By Scuba 401, January 10, 2011
    • 1 reply
    • 1.4k views
    • 
    • Belgarath
    • January 10, 2011

46. Beneficiary Portability Chart

    By Appleby, December 11, 2010
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • January 6, 2011

47. No beneficiary named under a Traditional IRA, but the spouse is the sole beneficiary and the executor of the estate

    By katieinny, November 18, 2010
    • 7 replies
    • 10.2k views
    • 
    • John G
    • January 6, 2011

48. New Roth IRA

    By Guest ironworm, April 27, 2010
    • 3 replies
    • 1.7k views
    • 
    • John G
    • January 6, 2011

49. Coverdell ESA

    By Felicia, January 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • masteff
    • January 5, 2011

50. Possible Prohibited Transaction by IRA owner?

    By Guest Pennysaver, December 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 28, 2010