IRAs and Roth IRAs

3,118 topics in this forum

1. Beneficiary change on IRA without owner's consent

   By Guest FAB, September 1, 2010
   • 27 replies
   • 10.4k views
   • 
   • John G
   • May 12, 2014

2. Retention of IRA Rollovers

   By Scuba 401, August 25, 2010
   • 1 reply
   • 1.2k views
   • 
   • J Simmons
   • September 13, 2010

3. Spouse Bene, RMD in year of death

   By mathead, August 16, 2010
   • 1 reply
   • 2.2k views
   • 
   • J Simmons
   • August 16, 2010

4. Reporting K-1 information for IRA

   By Guest JeanneRenfinancial, August 9, 2010
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • September 3, 2010

5. Taxation on conversion to Roth IRA

   By MoShawn, August 4, 2010
   • 4 replies
   • 1.2k views
   • 
   • Guest
   • August 5, 2010

6. Conversion calculators

   By Guest JPIngold, August 2, 2010
   • 8 replies
   • 1.3k views
   • 
   • John G
   • August 24, 2010

7. Reporting prohibited transactions in IRAs

   By Guest lync, July 8, 2010
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • August 2, 2010

8. IRS Releases new LRMs for IRAs

   By Borsley, June 30, 2010
   • 3 replies
   • 1.6k views
   • 
   • mbozek
   • December 8, 2010

9. Turns age 70.5 next year

   By John Feldt ERPA CPC QPA, June 29, 2010
   • 3 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • June 30, 2010

10. withdrawal and redeposit in same year for income shifting?

    By Guest retro, June 26, 2010
    • 1 reply
    • 1.4k views
    • 
    • Ron Snyder
    • June 26, 2010

11. IRAs invests in LLC investment pool

    By Oh so SIMPLE, June 23, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • August 2, 2010

12. Restricted IRA is invested in annuity

    By katieinny, June 10, 2010
    • 0 replies
    • 1.7k views
    • 
    • katieinny
    • June 10, 2010

13. postumous correction of surviving spouse election to be beneficiary instead of owner

    By Guest icuncrt, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • June 7, 2010

14. non spouse beneficiary

    By Gary, May 20, 2010
    • 1 reply
    • 1.2k views
    • 
    • Bird
    • May 21, 2010

15. Fees for IRA Distribution Advice

    By kgr12, May 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 20, 2010

16. roth ira

    By Gary, May 12, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • May 16, 2010

17. Calculating the RMD if passing happens before RBD and 70.5

    By Guest Bennefitsforall, May 8, 2010
    • 1 reply
    • 1.6k views
    • 
    • basumukherji
    • May 16, 2010

18. 60 Day Rollover

    By mathead, May 7, 2010
    • 4 replies
    • 1.2k views
    • 
    • QDROphile
    • May 7, 2010

19. IRS Approval Letters

    By Guest Statler, April 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2010

20. Gift from one IRA to another

    By JRG, April 28, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 6, 2010

21. Convert Prior After-Tax Contributions to Roth within Qualified Plan

    By Guest RJRogers, April 28, 2010
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2010

22. New Roth IRA

    By Guest ironworm, April 27, 2010
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 6, 2011

23. Roth Conversion after Retirement

    By Yesnam, April 26, 2010
    • 3 replies
    • 1.3k views
    • 
    • Yesnam
    • May 1, 2010

24. Roth IRA Conversion Valuation Date

    By Guest Kristanla, April 15, 2010
    • 1 reply
    • 2.4k views
    • 
    • John G
    • April 16, 2010

25. Resident Alien

    By bzorc, April 6, 2010
    • 2 replies
    • 2.5k views
    • 
    • masteff
    • April 7, 2010

26. After tax money into Roth

    By Guest GPJoe, April 4, 2010
    • 6 replies
    • 1.7k views
    • 
    • GMK
    • April 6, 2010

27. Filing 8606 for 2009 nondeductible contribution after filing 2009 tax return

    By Guest Leonard W. Barry MS CFP, March 26, 2010
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • March 30, 2010

28. 60 day loan from IRA with a catch...

    By Guest Doogie61, March 23, 2010
    • 2 replies
    • 1.2k views
    • 
    • Guest
    • March 27, 2010

29. combining IRAs (one is from a Keogh)

    By Gudgergirl, March 23, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • March 27, 2010

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

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

31. Roth IRA vs. 529 Savings Plan for my twin babies....

    By Guest leighdvm, March 17, 2010
    • 8 replies
    • 3.8k views
    • 
    • Bird
    • April 17, 2010

32. Made a partial conversion to Roth in 2009.

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

33. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1k views
    • 
    • Guest
    • March 10, 2010

34. Traditional IRA contribution and immediate rollover

    By Guest jlee, March 9, 2010
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 22, 2010

35. 401(k) pretax to Roth IRA rollover - paper trail?

    By Borsley, March 3, 2010
    • 7 replies
    • 6.2k views
    • 
    • mbozek
    • March 7, 2010

36. Death benefit Rollover

    By Guest mark824, February 24, 2010
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • February 25, 2010

37. Convert to Roth for Estate Purposes

    By Guest rayrussell44, February 21, 2010
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • March 22, 2010

38. Inherited IRA bene - later annuitize?

    By Borsley, February 11, 2010
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • February 12, 2010

39. roth ira - early distribution

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

40. Year 2010 Roth IRA Contributions

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

41. Sources on IRA contributions

    By Guest David L, February 5, 2010
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 5, 2010

42. Recharacterization Deadline Extension

    By mathead, January 25, 2010
    • 0 replies
    • 1.1k views
    • 
    • mathead
    • January 25, 2010

43. IRA contributions

    By Gary, January 21, 2010
    • 13 replies
    • 2k views
    • 
    • GMK
    • January 29, 2010

44. Roth Recharacterization back to qualified plan

    By Guest kprhok, January 21, 2010
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 22, 2010

45. Looking to rollover and need information

    By Guest stioffan, January 20, 2010
    • 2 replies
    • 1k views
    • 
    • Guest
    • February 24, 2010

46. Accrued interest

    By ombskid, January 15, 2010
    • 1 reply
    • 2k views
    • 
    • Guest
    • February 19, 2010

47. ROTH IRA LLC

    By Guest Jessica Mays, January 7, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 16, 2010

48. Distribution of RMDs before Conversion

    By Guest kprhok, January 6, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2010

49. DB Plan Overpays lump sum & Participant Rolls into IRA

    By Guest jfreeborn, January 6, 2010
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • January 8, 2010

50. Distinction between Trustee and Custodian

    By BonoConsilio, January 6, 2010
    • 0 replies
    • 4.2k views
    • 
    • BonoConsilio
    • January 6, 2010