IRAs and Roth IRAs

3,120 topics in this forum

1. Stretch IRA - administrative guidance?

   By Guest amfam2, February 9, 2004
   • 11 replies
   • 3.1k views
   • 
   • Appleby
   • February 19, 2004

2. Can an IRA hold a stock in a non-publicly traded security?

   By Guest roger k, November 9, 2000
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • November 14, 2000

3. conversion of ira to roth

   By Guest Dan Shea, September 14, 1998
   • 6 replies
   • 3.1k views
   • 
   • Guest
   • October 21, 1998

4. Order Transferring IRA Subject to Divorce.

   By Thornton, November 30, 2021
   • 3 replies
   • 3.1k views
   • 
   • Appleby
   • December 2, 2021

5. An inherited IRA

   By Guest AngelaK, October 11, 2001
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • October 14, 2001

6. Check book control of IRA

   By Guest valerie4975, February 12, 2005
   • 20 replies
   • 3.1k views
   • 
   • John G
   • February 21, 2005

7. Annuity to IRA - first time homebuyer downpayment

   By Guest kbeers, March 16, 2000
   • 1 reply
   • 3.1k views
   • 
   • BPickerCPA
   • March 16, 2000

8. 2010 Conversion

   By Earl, March 23, 2007
   • 13 replies
   • 3.1k views
   • 
   • Earl
   • April 4, 2007

9. Using a ROTH as a down payment on a house

   By Guest lilmishana, March 4, 2004
   • 2 replies
   • 3.1k views
   • 
   • Appleby
   • March 4, 2004

10. Options Trading in IRA

    By Guest mlee, May 19, 2004
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 20, 2004

11. Roth 401(K)s and 415 limits

    By Guest bostonroscrea, August 22, 2008
    • 6 replies
    • 3.1k views
    • 
    • K2retire
    • August 23, 2008

12. K-1 in IRA

    By Guest chick, March 20, 2009
    • 1 reply
    • 3k views
    • 
    • Guest
    • March 21, 2009

13. Roth IRA designation of trust as beneficiary

    By Guest Jeff Brock, December 15, 1999
    • 4 replies
    • 3k views
    • 
    • Bruce Steiner
    • January 3, 2000

14. SEP IRA -- Two Spouses

    By Sydney, June 10, 2017
    • 6 replies
    • 3k views
    • 
    • Sydney
    • June 15, 2017

15. IRA's & Creditor Protection

    By Guest haydenks, November 16, 1998
    • 1 reply
    • 3k views
    • 
    • Guest
    • November 17, 1998

16. Downsides to a Roth?

    By Guest trixie13, March 9, 2005
    • 12 replies
    • 3k views
    • 
    • John G
    • March 11, 2005

17. ROTH IRA conversion to Annuities

    By Guest Stiggy, October 13, 2006
    • 9 replies
    • 3k views
    • 
    • Guest
    • December 21, 2006

18. 401(k) without a beneficiary

    By Guest Rob O., October 20, 2008
    • 2 replies
    • 3k views
    • 
    • Guest
    • October 20, 2008

19. Designated Beneficiary for age 70 1/2 spouse beneficiary

    By Wessex, October 6, 1998
    • 1 reply
    • 3k views
    • 
    • Wessex
    • October 7, 1998

20. Rollovers to both IRA and RothIRA

    By Guest BobH, February 19, 2006
    • 8 replies
    • 3k views
    • 
    • John G
    • February 24, 2006

21. Value of IRA for calculating pro-rated basis in a conversion to a Roth IRA

    By Guest judorock, March 14, 2004
    • 1 reply
    • 3k views
    • 
    • Mary Kay Foss
    • March 22, 2004

22. Generation Skipping Tax (GST)

    By Guest RJMOB, March 27, 2007
    • 1 reply
    • 3k views
    • 
    • Guest
    • March 28, 2007

23. Use of Individual Retirement Account as Collateral -- OK in Florida?

    By Guest lifeweb, July 26, 1999
    • 2 replies
    • 3k views
    • 
    • Dave Baker
    • July 27, 1999

24. withdrawals from Roth IRA or traditional

    By Guest cindiw, March 6, 2008
    • 5 replies
    • 3k views
    • 
    • Belgarath
    • March 12, 2008

25. ROTH conversion strategy (7% less taxes in Nevada)

    By Guest gw55, December 22, 2004
    • 9 replies
    • 3k views
    • 
    • John G
    • December 27, 2004

26. Roth IRA basis

    By Guest Baumer01, August 28, 2007
    • 12 replies
    • 3k views
    • 
    • John G
    • August 30, 2007

27. Separate accounts under the NEW minimum required distribution regulati

    By Guest Martin Silfen, January 18, 2001
    • 16 replies
    • 3k views
    • 
    • Guest
    • May 2, 2002

28. Roth Conversion of Pension Plan

    By JRN, November 16, 2009
    • 3 replies
    • 2.9k views
    • 
    • masteff
    • November 19, 2009

29. Transfer Incident to Divorce

    By mathead, May 31, 2007
    • 1 reply
    • 2.9k views
    • 
    • J Simmons
    • May 31, 2007

30. QVECs or DECs

    By Guest sborrow, September 4, 1998
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • September 4, 1998

31. ROTH IRA

    By Guest s_pasemann, May 9, 2003
    • 3 replies
    • 2.9k views
    • 
    • Guest
    • May 13, 2003

32. Custodial Error: Calling a RIRA a TIRA

    By Guest reg_h2b, January 15, 2003
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 16, 2003

33. Difference between Recharacterizations and Conversions

    By Guest xsun88, January 28, 2000
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 28, 2000

34. Withdrawing from a Roth IRA for first home purchase

    By Guest k9burn, August 16, 2004
    • 2 replies
    • 2.9k views
    • 
    • Appleby
    • August 19, 2004

35. 1999 Conversion to Roth IRA and contribution to 1999 Reg. Roth IRA

    By Guest Loxielady, April 6, 2000
    • 20 replies
    • 2.9k views
    • 
    • BPickerCPA
    • April 14, 2000

36. Combine IRA Accounts

    By Guest luuuliu, July 6, 2001
    • 4 replies
    • 2.9k views
    • 
    • John G
    • July 8, 2001

37. Self Directed IRA

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

38. Valid Trust As Bene- Life Expectacny To Be Used?

    By Guest Taxwoman, July 17, 2001
    • 11 replies
    • 2.9k views
    • 
    • Guest
    • December 6, 2001

39. Sole Beneficiary of Father's IRA wishes to divide the IRA among siblings without incurring a taxable event

    By Guest ssmith, October 31, 2008
    • 9 replies
    • 2.9k views
    • 
    • Guest
    • November 3, 2008

40. Rollovers and Foreign Withholding

    By DTH, March 1, 2004
    • 5 replies
    • 2.9k views
    • 
    • Appleby
    • March 4, 2004

41. NON-Qualified Disclaimers IN IRAs

    By jevd, January 12, 2007
    • 2 replies
    • 2.9k views
    • 
    • jevd
    • January 12, 2007

42. Choosing Target Funds

    By Guest Spicoli, September 16, 2008
    • 14 replies
    • 2.9k views
    • 
    • John G
    • October 15, 2008

43. Return of IRA Distribution

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

44. Rolling stock certificates from a 401K to a Roth IRA

    By Guest Dave Blaschke, August 31, 2000
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • September 14, 2000

45. Excess IRA contribution converted to Roth

    By cathyw, December 27, 2022
    • 6 replies
    • 2.9k views
    • 
    • cathyw
    • December 29, 2022

46. Compensation for IRA purposes

    By Guest Misty Glass, November 18, 1998
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • November 30, 1998

47. Distribution from annuity to non-spousal beneficiary

    By Guest fiddler, September 8, 2006
    • 7 replies
    • 2.9k views
    • 
    • Guest
    • September 10, 2006

48. Can a ROTH IRA Purchase and Own a piece or Real Property?

    By Guest KevinDP, March 3, 2002
    • 10 replies
    • 2.9k views
    • 
    • mbozek
    • March 6, 2002

49. Switching fund types in IRA?

    By Guest guyweldo, February 27, 2006
    • 3 replies
    • 2.9k views
    • 
    • John G
    • February 28, 2006

50. Cashing in part of a Roth IRA

    By Guest nchunter, October 27, 2006
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • November 14, 2006