IRAs and Roth IRAs

3,123 topics in this forum

1. 401(k) pretax to Roth IRA rollover - paper trail?

   By Borsley, March 3, 2010
   • 7 replies
   • 6.5k views
   • 
   • mbozek
   • March 7, 2010

2. Death benefit Rollover

   By Guest mark824, February 24, 2010
   • 2 replies
   • 3.5k views
   • 
   • Guest
   • February 25, 2010

3. IRA holding employer stock

   By Guest JM123, December 10, 2009
   • 2 replies
   • 1.3k views
   • 
   • GMK
   • February 24, 2010

4. Looking to rollover and need information

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

5. Accrued interest

   By ombskid, January 15, 2010
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • February 19, 2010

6. ROTH IRA LLC

   By Guest Jessica Mays, January 7, 2010
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 16, 2010

7. Inherited IRA bene - later annuitize?

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

8. roth ira - early distribution

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

9. 2010 Roth Conversion - In Service from 401(k)

   By Lou S., January 4, 2010
   • 8 replies
   • 3.1k views
   • 
   • mbozek
   • February 9, 2010

10. Year 2010 Roth IRA Contributions

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

11. Sources on IRA contributions

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

12. IRA contributions

    By Gary, January 21, 2010
    • 13 replies
    • 2.1k views
    • 
    • GMK
    • January 29, 2010

13. Recharacterization Deadline Extension

    By mathead, January 25, 2010
    • 0 replies
    • 1.2k views
    • 
    • mathead
    • January 25, 2010

14. Roth Recharacterization back to qualified plan

    By Guest kprhok, January 21, 2010
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • January 22, 2010

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

    By Guest jfreeborn, January 6, 2010
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • January 8, 2010

16. Distribution of RMDs before Conversion

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

17. Corrective distribution from an IRA

    By katieinny, March 19, 2007
    • 6 replies
    • 5.3k views
    • 
    • Guest
    • January 6, 2010

18. Distinction between Trustee and Custodian

    By BonoConsilio, January 6, 2010
    • 0 replies
    • 4.5k views
    • 
    • BonoConsilio
    • January 6, 2010

19. Timing of conversion coupled with rollover from 401k

    By Guest DLH1, December 27, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 3, 2010

20. Website Roth conversion calculators

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

21. 10% limit

    By Guest JM123, December 11, 2009
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 11, 2009

22. 2010 Roth conversion options

    By Guest Skeptus, December 9, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2009

23. Failed Conversion

    By Randy Watson, December 1, 2009
    • 3 replies
    • 1.6k views
    • 
    • jevd
    • December 1, 2009

24. Roth IRA Conversion tax payments

    By Guest Cleveland Matt, November 25, 2009
    • 1 reply
    • 2.1k views
    • 
    • jevd
    • November 27, 2009

25. maximum Roth deferral & Roth IRA

    By Guest Sieve, November 24, 2009
    • 1 reply
    • 1.3k views
    • 
    • MWeddell
    • November 24, 2009

26. Roth Conversion 2010

    By bzorc, November 12, 2009
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • November 20, 2009

27. ROTH IRA

    By Guest mke08, May 11, 2009
    • 8 replies
    • 2.7k views
    • 
    • Guest
    • November 19, 2009

28. Roth Conversion of Pension Plan

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

29. Roth conversion BEFORE age 59 1/2 subject to 10% penalty ?

    By Guest allancoleman, November 5, 2009
    • 2 replies
    • 8.8k views
    • 
    • jevd
    • November 5, 2009

30. IRA beneficiary designation pre-divorce

    By Guest mieumom, October 5, 2009
    • 1 reply
    • 1.5k views
    • 
    • John G
    • October 30, 2009

31. Transfer of IRA assets to ex-spouse

    By Guest Chelsi, October 18, 2009
    • 6 replies
    • 5k views
    • 
    • Guest
    • October 27, 2009

32. Can an IRA be closed for lack of activity?

    By oriecat, October 19, 2009
    • 9 replies
    • 11.7k views
    • 
    • oriecat
    • October 21, 2009

33. UBTI

    By Guest Sieve, October 6, 2009
    • 33 replies
    • 7.3k views
    • 
    • J Simmons
    • October 21, 2009

34. If you particpate in an employer sponsored retirement plan and have a personal IRA, how much must one reduce the allowed contributions to the IRA?

    By Guest Enda80, October 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • October 21, 2009

35. May someone have both an IRA and a money purchase pension plan?

    By Guest Enda80, October 21, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • October 21, 2009

36. IRS Announces Plan Limits for 2010

    By Appleby, October 15, 2009
    • 0 replies
    • 2.3k views
    • 
    • Appleby
    • October 15, 2009

37. Inherited Roth IRA

    By Guest Cleveland Matt, October 13, 2009
    • 1 reply
    • 1.5k views
    • 
    • masteff
    • October 13, 2009

38. Spouse Roth IRA

    By Guest jfondell, September 19, 2009
    • 1 reply
    • 1.1k views
    • 
    • J Simmons
    • September 20, 2009

39. withdrawal of excess contribution

    By Guest benefit questions, September 18, 2009
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • September 18, 2009

40. Nonmarketable investment distributions and Roth conversion

    By Guest djph, September 17, 2009
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2009

41. Conversion to Roth

    By Guest bobolink, July 30, 2009
    • 5 replies
    • 1.8k views
    • 
    • John G
    • September 18, 2009

42. are IRA's subject to creditors?

    By Lori H, May 10, 2007
    • 11 replies
    • 9.9k views
    • 
    • mbozek
    • September 9, 2009

43. 2010 Conversion of Traditional IRA to a Roth IRA

    By Guest Dressageho, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • August 8, 2009

44. After-Tax rollover to Roth IRA

    By Fisher, August 4, 2009
    • 0 replies
    • 1.8k views
    • 
    • Fisher
    • August 4, 2009

45. Roth IRA buying 51% share in Real Estate owning LLC

    By Guest deepdrinker, July 6, 2009
    • 4 replies
    • 2.2k views
    • 
    • John G
    • July 31, 2009

46. future taxation of ROTH distributions

    By Guest overly concerned?, July 21, 2009
    • 11 replies
    • 3.3k views
    • 
    • eeyore
    • July 30, 2009

47. UBTI and Alternative Minimum Tax

    By Guest Carrie Dover, July 28, 2009
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 28, 2009

48. Income

    By Fisher, July 20, 2009
    • 1 reply
    • 1.5k views
    • 
    • jevd
    • July 20, 2009

49. Rollover IRA conversion

    By Guest nipa, July 6, 2009
    • 1 reply
    • 1.7k views
    • 
    • Belgarath
    • July 6, 2009

50. Roth

    By Guest mts74, June 9, 2009
    • 3 replies
    • 1.8k views
    • 
    • John G
    • July 2, 2009