IRAs and Roth IRAs

3,118 topics in this forum

1. Disclaiming an inherited IRA

   By bzorc, October 24, 2011
   • 2 replies
   • 1.6k views
   • 
   • masteff
   • October 24, 2011

2. rmd question/inherited IRA

   By MJ Hartman, October 20, 2011
   • 3 replies
   • 1.4k views
   • 
   • ESOP Guy
   • October 21, 2011

3. Transfer incident questions

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

4. Correcting Excess Contributions to a Traditional IRA

   By Guest i_dont_know, August 30, 2011
   • 5 replies
   • 2.7k views
   • 
   • Guest
   • September 2, 2011

5. Roth IRA Early Distribution Taxed at Full Amount?

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

6. Failure to return the plan agreement

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

7. RMD and divorce

   By Guest LLGCPA, July 6, 2011
   • 13 replies
   • 7.9k views
   • 
   • John G
   • July 20, 2011

8. Minimum age for start of Roth IRA?

   By tuni88, July 5, 2011
   • 16 replies
   • 36.4k views
   • 
   • Guest
   • July 22, 2011

9. Buying & Selling Within an IRA

   By Guest augustineregal@yahoo.com, June 27, 2011
   • 4 replies
   • 1.6k views
   • 
   • masteff
   • June 30, 2011

10. Converting to a ROTH in 2011?

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

11. IRA Held by an Estate

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

12. MLPs in an IRA

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

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

    By BonoConsilio, May 13, 2011
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • May 14, 2011

14. Divide IRA to satisfy support obligation

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

15. Purchasing vested company options within traditional IRA

    By Guest e39dinan, April 15, 2011
    • 4 replies
    • 1.5k views
    • 
    • John G
    • April 21, 2011

16. Roth withdrawal after 2010 conversion

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

17. POA - original vs copy

    By masteff, April 1, 2011
    • 10 replies
    • 5.5k views
    • 
    • K2retire
    • April 23, 2011

18. 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

19. Missed RMD

    By Lou S., March 28, 2011
    • 6 replies
    • 3.1k views
    • 
    • Lou S.
    • March 29, 2011

20. IRA owner turns age 70 1/2 but dies before RBD

    By Guest Pennysaver, March 25, 2011
    • 2 replies
    • 4.7k views
    • 
    • GMK
    • September 30, 2014

21. Questions Inhertied IRA revised

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

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

    By Guest TaxedToDeath, March 25, 2011
    • 1 reply
    • 1.1k views
    • 
    • SheilaD
    • March 25, 2011

23. designated roth contribution

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

24. Roth Conversion Taxation for non-US-Citizen

    By Guest wundermonk, March 14, 2011
    • 1 reply
    • 1.5k views
    • 
    • mbozek
    • March 14, 2011

25. Roth Conversion

    By Yesnam, March 9, 2011
    • 2 replies
    • 1.1k views
    • 
    • Yesnam
    • March 10, 2011

26. IRAs subject to government forfeiture?

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

27. How to start IRA

    By Guest bjs2025, February 7, 2011
    • 10 replies
    • 2.1k views
    • 
    • John G
    • March 29, 2011

28. Advice about moving traditional IRA abroad

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

29. Return of IRA Distribution

    By Guest jfreeborn, January 21, 2011
    • 4 replies
    • 2.8k views
    • 
    • John G
    • February 4, 2011

30. Self Directed IRA

    By Effen, January 18, 2011
    • 10 replies
    • 2.9k views
    • 
    • QDROphile
    • February 23, 2011

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

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

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

    By Scuba 401, January 10, 2011
    • 1 reply
    • 1.3k views
    • 
    • Belgarath
    • January 10, 2011

33. Coverdell ESA

    By Felicia, January 5, 2011
    • 1 reply
    • 1.2k views
    • 
    • masteff
    • January 5, 2011

34. Possible Prohibited Transaction by IRA owner?

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

35. Active participant on w-2

    By ombskid, December 21, 2010
    • 3 replies
    • 1.5k views
    • 
    • ombskid
    • December 21, 2010

36. Distribution From Roth

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

37. Qualified plan rollover to Roth IRA in 2010 (*NOT a conversion question)

    By Guest PiggyBank, December 13, 2010
    • 2 replies
    • 864 views
    • 
    • Guest
    • December 13, 2010

38. After-Tax Roth Conversion/Rollover

    By BTH, December 13, 2010
    • 1 reply
    • 1.4k views
    • 
    • mbozek
    • December 13, 2010

39. Beneficiary Portability Chart

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

40. RMD from IRA

    By Guest KVAlbert, December 10, 2010
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • December 14, 2010

41. Contributions restricted?

    By SMB, December 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • SMB
    • December 8, 2010

42. Missed MRD

    By Guest Sieve, November 22, 2010
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • November 22, 2010

43. 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
    • 10.1k views
    • 
    • John G
    • January 6, 2011

44. Refunding invalid rollover

    By Borsley, November 4, 2010
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • December 15, 2010

45. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • February 6, 2011

46. IRA LLC Rollover

    By Randy Watson, October 20, 2010
    • 3 replies
    • 1.3k views
    • 
    • mbozek
    • November 22, 2010

47. Roth Conversion Question

    By bzorc, October 20, 2010
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • October 20, 2010

48. 2011 IRA "phase out" limits to compensation

    By Guest rtb66, October 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 20, 2010

49. Aggregation of IRAs for Roth Conversion

    By smm, October 11, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • October 11, 2010

50. Bizarre IRA Investment

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