IRAs and Roth IRAs

3,117 topics in this forum

1. 5498 and 1099-R reporting for non-publicly traded assets

   By Guest suellenhoward, August 28, 2014   

   • 5498 1099-R 2015 box 15 FMV
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 28, 2014

2. Non-spouse beneficiary of Roth IRA

   By joel, August 15, 2014
   • 3 replies
   • 1.2k views
   • 
   • masteff
   • August 18, 2014

3. No beneficiary & community property state

   By benefitsguru, July 23, 2014
   • 1 reply
   • 1.2k views
   • 
   • GMK
   • July 23, 2014

4. Participant Reimbursing Fees to IRA

   By lalaland, July 8, 2014
   • 1 reply
   • 1.1k views
   • 
   • masteff
   • July 9, 2014

5. Can I Aggregate Individual Retirement Account & Individual Retirement Annuity RMDs?

   By Guest GaryB, June 6, 2014   

   • annuities
   • annuity
   • (and 3 more)

     Tagged with:

     • annuities
     • annuity
     • IRA
     • RMD
     • aggregate
   • 2 replies
   • 3k views
   • 
   • Borsley
   • July 7, 2014

6. IRA annuity and IRA account and RMD

   By Guest CJA, May 29, 2008
   • 11 replies
   • 9.9k views
   • 
   • masteff
   • June 19, 2014

7. Qualified HSA Funding Distribution

   By lalaland, June 10, 2014
   • 1 reply
   • 996 views
   • 
   • lalaland
   • June 10, 2014

8. Trustee Reporting of Prohibited Transactions

   By lalaland, May 23, 2014
   • 1 reply
   • 1k views
   • 
   • mbozek
   • May 24, 2014

9. Check Book IRA?

   By Guest Dan Shea, August 30, 2013
   • 4 replies
   • 3.8k views
   • 
   • K2retire
   • May 13, 2014

10. Beneficiary change on IRA without owner's consent 1 2

    By Guest FAB, September 1, 2010
    • 27 replies
    • 9.7k views
    • 
    • John G
    • May 12, 2014

11. IRA with no beneficiary named

    By Guest eric 6523, April 4, 2014   

    • ira beneficiary default
    • 5 replies
    • 2.5k views
    • 
    • John G
    • May 12, 2014

12. More than one IRA Contribution per CY ??

    By Guest jeepnsam, April 2, 2014
    • 2 replies
    • 1k views
    • 
    • John G
    • May 12, 2014

13. Spouse not working and IRA Contribution

    By Guest jeepnsam, April 13, 2014
    • 5 replies
    • 1.3k views
    • 
    • John G
    • May 12, 2014

14. Borrowing from Roth

    By Guest jeable, April 18, 2014
    • 2 replies
    • 1.1k views
    • 
    • John G
    • May 12, 2014

15. Good and bad experiences with trust companies that allow exotic investments

    By Peter Gulia, April 28, 2014   

    • self-directed IRAs
    • 5 replies
    • 1.4k views
    • 
    • QDROphile
    • April 30, 2014

16. UBTI in IRA

    By Guest TPALona, April 24, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 25, 2014

17. Roth Question

    By bzorc, April 7, 2014
    • 2 replies
    • 1.2k views
    • 
    • masteff
    • April 7, 2014

18. IRAs and citizenship and retiring abroad

    By Guest mungbeans, April 7, 2014
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 7, 2014

19. Investment mistaken as a distribution by custodian.

    By Flight33, April 3, 2014
    • 4 replies
    • 1.2k views
    • 
    • masteff
    • April 4, 2014

20. Employer contributions to employee's Roth IRA

    By cpa2000, April 4, 2014
    • 1 reply
    • 1.2k views
    • 
    • ETA Consulting LLC
    • April 4, 2014

21. Mistakenly opened IRA

    By Guest Rcrich, March 28, 2014
    • 5 replies
    • 4.6k views
    • 
    • masteff
    • March 29, 2014

22. Payroll Deduction IRA's - Eligibility

    By austin3515, March 14, 2014
    • 0 replies
    • 994 views
    • 
    • austin3515
    • March 14, 2014

23. Purchase of permissive service credits in a government DB pension plan

    By joel, March 12, 2014
    • 0 replies
    • 1k views
    • 
    • joel
    • March 12, 2014

24. IRA withdrawal should have occurred last year

    By benefitsguru, February 21, 2014
    • 1 reply
    • 1.1k views
    • 
    • masteff
    • February 21, 2014

25. Multiple IRAs and Rollovers in a 12 month period

    By Guest quefre, February 4, 2014   

    • IRAs and Rollovers
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • February 20, 2014