IRAs and Roth IRAs

3,120 topics in this forum

1. IRA beneficiary of a beneficiary

   By M Norton, April 1, 2019   

   • inherited ira
   • second beneficiary
   • 3 replies
   • 991 views
   • 
   • card
   • April 1, 2019

2. roth ira - early distribution

   By Guest haoleloco, February 11, 2010
   • 1 reply
   • 989 views
   • 
   • Borsley
   • February 11, 2010

3. Roth IRA's under proposed RMD regulations

   By Retired, but still reading, March 18, 2022
   • 1 reply
   • 989 views
   • 
   • Retired, but still reading
   • March 19, 2022

4. Substantially Equal Periodic Pmts

   By Guest JBS, July 28, 2003
   • 1 reply
   • 989 views
   • 
   • jevd
   • July 28, 2003

5. Self-directed IRA- 25% rule

   By B21, May 2, 2019
   • 1 reply
   • 988 views
   • 
   • Luke Bailey
   • May 2, 2019

6. Customer living abroad

   By Guest P A Weick, June 15, 2004
   • 1 reply
   • 986 views
   • 
   • Demosthenes
   • June 15, 2004

7. Household Expenses, etc paid from IRA

   By Guest Bizitchie, October 1, 2014
   • 2 replies
   • 985 views
   • 
   • ESOP Guy
   • October 1, 2014

8. I STATED A TRADITIONAL IRA LAST YEAR WITH MET LIFE. i WANT TO TRANSFER TO ROTH IRA BUT WITH DIFFERENT COMPANY

   By Guest nets, February 11, 2005
   • 1 reply
   • 981 views
   • 
   • ElGuapo
   • February 11, 2005

9. Insurers Requiring QDROs for IRAs?

   By Christine Roberts, June 17, 2004
   • 2 replies
   • 981 views
   • 
   • Christine Roberts
   • June 17, 2004

10. Year 2010 Roth IRA Contributions

    By tuni88, February 5, 2010
    • 1 reply
    • 980 views
    • 
    • Guest
    • February 9, 2010

11. Rollover from Traditional IRA to Roth IRA Taxable 2009?

    By Guest dahuse0603, March 18, 2010
    • 1 reply
    • 979 views
    • 
    • Guest
    • March 18, 2010

12. Last year's excess Roth contribution for the year before

    By Guest MikeInMass, April 10, 2009
    • 0 replies
    • 979 views
    • 
    • Guest
    • April 10, 2009

13. Beginner basics - how to get started

    By Guest andyandy, October 22, 2004
    • 0 replies
    • 978 views
    • 
    • Guest
    • October 22, 2004

14. ESAs Renunciation by Responsible Individual

    By Felicia, November 19, 2004
    • 0 replies
    • 976 views
    • 
    • Felicia
    • November 19, 2004

15. Roth IRA recharacterization and backdoor conversion

    By humblea, December 30, 2020
    • 3 replies
    • 976 views
    • 
    • Lou S.
    • December 30, 2020

16. Roth Ira

    By Guest amyakr, March 29, 2003
    • 1 reply
    • 972 views
    • 
    • John G
    • March 30, 2003

17. Recharacterization requested after IRA to IRA transfer?

    By Guest amfam2, April 13, 2004
    • 1 reply
    • 971 views
    • 
    • Appleby
    • April 14, 2004

18. comparison of ira

    By Guest scotty69, October 15, 2003
    • 2 replies
    • 968 views
    • 
    • John G
    • October 17, 2003

19. Spouse Beneficiary

    By Guest Penny40, May 9, 2003
    • 1 reply
    • 967 views
    • 
    • Appleby
    • May 9, 2003

20. Roth For Kids College

    By Guest irr7342, April 3, 2003
    • 0 replies
    • 963 views
    • 
    • Guest
    • April 3, 2003

21. Roth IRA owned C corporations

    By Guest clos, April 24, 2003
    • 1 reply
    • 963 views
    • 
    • Guest
    • April 24, 2003

22. Need some info on Roth IRA for my 77 yr old mom

    By Guest tmm58, November 19, 2003
    • 1 reply
    • 963 views
    • 
    • John G
    • November 19, 2003

23. SEP IRA Contribution, Rollover to 401k, Backdoor Roth in the same year?

    By 401king, April 27, 2023
    • 0 replies
    • 963 views
    • 
    • 401king
    • April 27, 2023

24. Qualified Roth IRA Distributions in New York

    By Guest flat-top, June 24, 2003
    • 0 replies
    • 962 views
    • 
    • Guest
    • June 24, 2003

25. First-time Home Buyers and the IRA

    By Guest tykelle, December 18, 2002
    • 0 replies
    • 962 views
    • 
    • Guest
    • December 18, 2002

26. Mistaken contribution to SEP IRA

    By pompton, October 19, 2016
    • 0 replies
    • 953 views
    • 
    • pompton
    • October 19, 2016

27. Conversion, distribution & taxes

    By Guest fiduciary1, December 20, 2004
    • 1 reply
    • 952 views
    • 
    • Appleby
    • December 21, 2004

28. Website Roth conversion calculators

    By Guest chick, December 24, 2009
    • 0 replies
    • 950 views
    • 
    • Guest
    • December 24, 2009

29. I have no earned income

    By Guest vittorio, January 18, 2004
    • 1 reply
    • 949 views
    • 
    • Appleby
    • January 18, 2004

30. roth converted 2 years ago, now over 59.5, is distribution taxable?

    By JHalligan, November 29, 2022
    • 3 replies
    • 947 views
    • 
    • JHalligan
    • November 30, 2022

31. Inherited IRAs

    By J Simmons, December 5, 2025
    • 3 replies
    • 941 views
    • 
    • Bruce1
    • December 29, 2025

32. Convert trad. IRA to one or multiple ROTH or none

    By kwalified, July 11, 2018
    • 5 replies
    • 937 views
    • 
    • Larry Starr
    • July 18, 2018

33. Traditional IRA fees and esop inquiry

    By Mona, April 23, 2020   

    • esop
    • moderate
    • (and 3 more)

      Tagged with:

      • esop
      • moderate
      • ira rollover
      • traditional ira
      • novice
    • 3 replies
    • 937 views
    • 
    • ESOP Guy
    • April 24, 2020

34. Non-spouse Roth beneficiary - no RMDs taken

    By CBCPA, February 15, 2019
    • 1 reply
    • 920 views
    • 
    • card
    • February 15, 2019

35. Earned Income question

    By Guest husstang, January 13, 2004
    • 1 reply
    • 919 views
    • 
    • John G
    • January 13, 2004

36. Request for assistance

    By Guest jtdplan, December 17, 2002
    • 0 replies
    • 910 views
    • 
    • Guest
    • December 17, 2002

37. distribution regular ira

    By Guest gabriel, July 20, 2003
    • 1 reply
    • 907 views
    • 
    • Appleby
    • July 22, 2003

38. Ian

    By Ian, June 16, 2023   

    • new qcd option
    • 0 replies
    • 905 views
    • 
    • Ian
    • June 16, 2023

39. Excess Roth Contribution - 2018

    By DTH, April 26, 2019
    • 1 reply
    • 905 views
    • 
    • Appleby
    • April 29, 2019

40. commision on sale of real estate to IRA

    By Guest sheadan, October 21, 2003
    • 0 replies
    • 902 views
    • 
    • Guest
    • October 21, 2003

41. Made a partial conversion to Roth in 2009.

    By Guest chick, March 15, 2010
    • 0 replies
    • 897 views
    • 
    • Guest
    • March 15, 2010

42. Investment options and value of 3000 w/drawals

    By dh003i, July 21, 2003
    • 0 replies
    • 891 views
    • 
    • dh003i
    • July 21, 2003

43. Receive annual reports in Roth IRA?

    By Guest csulb40, June 6, 2003
    • 1 reply
    • 885 views
    • 
    • John G
    • June 6, 2003

44. Return of 2020 RMD included with a CRD

    By bzorc, April 29, 2021
    • 1 reply
    • 882 views
    • 
    • Lou S.
    • April 29, 2021

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

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

46. ROTH Conversions and CRD's

    By Oldtpa, September 21, 2020   

    • roth conversion
    • 1 reply
    • 873 views
    • 
    • Luke Bailey
    • September 22, 2020

47. Roth IRA and Roth 401k

    By Santo Gold, April 18, 2019
    • 2 replies
    • 855 views
    • 
    • CuseFan
    • April 22, 2019

48. Inherited IRA (post Secure Act)

    By Dobber, January 24, 2020
    • 1 reply
    • 846 views
    • 
    • Larry Starr
    • January 24, 2020

49. Moonlighting Employee with Solo(k); Active Participant for IRA Purposes?

    By rocknrolls2, February 9, 2019
    • 4 replies
    • 821 views
    • 
    • Luke Bailey
    • February 11, 2019

50. Inherited IRA question

    By bzorc, March 9, 2021
    • 2 replies
    • 809 views
    • 
    • Appleby
    • March 16, 2021