IRAs and Roth IRAs

3,120 topics in this forum

1. Outlawing Recharacterizations

   By OxLobber, December 8, 2017
   • 5 replies
   • 799 views
   • 
   • XTitan
   • December 8, 2017

2. IRA Conversion to Roth IRA

   By mjf06241972, March 29, 2020
   • 2 replies
   • 799 views
   • 
   • JOH
   • March 30, 2020

3. Max IRA contribution - is it considered double in two calendar years?

   By IRA1967, November 22, 2019
   • 2 replies
   • 796 views
   • 
   • IRA1967
   • November 22, 2019

4. IRA Ownership in Privately Held Company

   By lisabroc, March 22, 2017   

   • iras
   • 1 reply
   • 789 views
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   • jpod
   • March 22, 2017

5. Annuities within an IRA

   By joel, July 8, 2017
   • 1 reply
   • 787 views
   • 
   • ETA Consulting LLC
   • July 9, 2017

6. I'm 18 and wanting to learn a lot about saving for retirement

   By Run4life, July 26, 2020
   • 2 replies
   • 775 views
   • 
   • Patricia Neal Jensen
   • July 27, 2020

7. Form 5498 Reporting

   By JOH, March 26, 2020   

   • ira
   • 2 replies
   • 767 views
   • 
   • Arlene Schemm
   • April 9, 2020

8. unforeseen acquisition

   By Biz Develop Consultant BJF, December 7, 2021
   • 1 reply
   • 765 views
   • 
   • Luke Bailey
   • December 9, 2021

9. Financial institutions that work with small employer to set up IRAs for employees

   By kmhaab, May 22, 2017   

   • ira
   • 3 replies
   • 718 views
   • 
   • CuseFan
   • May 25, 2017

10. Inherited IRA

    By Jordan, May 27, 2017
    • 1 reply
    • 714 views
    • 
    • ETA Consulting LLC
    • May 27, 2017

11. Traditional IRA contribution, withdrawn before tax return due date

    By Lori Friedman, April 27, 2017
    • 0 replies
    • 691 views
    • 
    • Lori Friedman
    • April 27, 2017

12. Rollover Simple IRA into Employer plan

    By tsrl01, November 11, 2020
    • 2 replies
    • 664 views
    • 
    • tsrl01
    • November 12, 2020

13. Rollover to IRA from qualified plan

    By Chippy, March 8, 2021
    • 3 replies
    • 653 views
    • 
    • Luke Bailey
    • March 11, 2021

14. Backdoor Roth Conversion: is loan offset rollover "deductible" or "non-deductible" contribution?

    By Era, January 15, 2021
    • 1 reply
    • 651 views
    • 
    • Lou S.
    • January 15, 2021

15. IRA Annuity & RMD

    By B21, April 29, 2017
    • 0 replies
    • 625 views
    • 
    • B21
    • April 29, 2017

16. Pre-Tax vs Post Tax Deferrals

    By thepensionmaven, October 7, 2020
    • 1 reply
    • 616 views
    • 
    • Luke Bailey
    • October 7, 2020

17. RMD Reporting on 5498

    By Arlene Schemm, April 9, 2020   

    • cares act
    • 0 replies
    • 582 views
    • 
    • Arlene Schemm
    • April 9, 2020

18. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

    By dameni, September 1, 2017
    • 0 replies
    • 577 views
    • 
    • dameni
    • September 1, 2017

19. 1099R to individual beneficiary rather than trust

    By BonoConsilio, October 27, 2025
    • 0 replies
    • 356 views
    • 
    • BonoConsilio
    • October 27, 2025

20. RMD and Roth Conversion

    By BruceM, December 23, 2025
    • 2 replies
    • 276 views
    • 
    • Appleby
    • December 29, 2025