IRAs and Roth IRAs

3,118 topics in this forum

1. Is there another form to fill out along with the 1099-R ?

   By Guest KirkD., February 12, 2001
   • 6 replies
   • 1.7k views
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   • Appleby
   • February 14, 2001

2. 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

3. Establish ROTH IRA for minor child

   By Guest Barney Byrd, March 12, 2000
   • 6 replies
   • 1.9k views
   • 
   • Guest
   • March 18, 2000

4. Corrective distribution from an IRA

   By katieinny, March 19, 2007
   • 6 replies
   • 5.2k views
   • 
   • Guest
   • January 6, 2010

5. Self-directed IRA / Prohibited Services to Plan Asset

   By KEM, February 15, 2022   

   • prohibited transaction
   • prohibited transaction?
   • (and 7 more)

     Tagged with:

     • prohibited transaction
     • prohibited transaction?
     • ira
     • iras
     • self-directed
     • self-directed iras
     • self directed ira
     • disqualified person
     • investment
   • 6 replies
   • 1.1k views
   • 
   • KEM
   • February 20, 2022

6. Problems with IRA custodians/trustees with beneficiary designations

   By Bruce Steiner, May 25, 1999
   • 6 replies
   • 3.4k views
   • 
   • Bruce Steiner
   • May 30, 1999

7. transfer from one IRA to another

   By Guest greggi39, December 24, 2003
   • 6 replies
   • 1.9k views
   • 
   • Appleby
   • January 5, 2004

8. Recharacterizing a contribution - as opposed to a conversion.

   By Guest Kingman, May 19, 1999
   • 6 replies
   • 1.6k views
   • 
   • BPickerCPA
   • June 17, 1999

9. notice CP2000 and avoiding double taxation

   By metalmagpie, November 10, 2015
   • 6 replies
   • 2.4k views
   • 
   • Bird
   • November 12, 2015

10. Which IRA to save for home purchase?

    By Guest gszczyrb, March 27, 2000
    • 6 replies
    • 1.6k views
    • 
    • John G
    • March 28, 2000

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

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

12. Convert IRA to Roth IRA

    By Guest tjpera, August 25, 2001
    • 6 replies
    • 2.1k views
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    • John G
    • August 30, 2001

13. Roth IRA withdraw -- why was I taxed so much?

    By Guest cnyc, February 8, 2004
    • 6 replies
    • 1.5k views
    • 
    • WDIK
    • February 13, 2004

14. RMD when IRA tranferred to different provider.

    By Guest Thornton, May 4, 1999
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • July 2, 1999

15. URGENT,REWARD: HOW TO PUT LAND IN ROTH IRA?

    By Guest tmm, March 22, 2000
    • 6 replies
    • 2.2k views
    • 
    • BPickerCPA
    • April 3, 2000

16. IRA - Rollover of Assets

    By Guest AJ Milano, June 3, 2004
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 7, 2004

17. Receiving a lum-sum pension plan distribution as a non-spousal benefic

    By Guest ashinkasha, November 21, 2000
    • 6 replies
    • 2.3k views
    • 
    • Bruce Steiner
    • November 23, 2000

18. Investing in Real Estate

    By Archimage, July 21, 2006
    • 6 replies
    • 1.7k views
    • 
    • John G
    • July 22, 2006

19. MRD From IRA made in-kind?

    By bzorc, August 27, 2001
    • 6 replies
    • 3.4k views
    • 
    • John G
    • September 1, 2001

20. 10% distribution penalty on conversion Roth

    By Guest Ross McKinney, December 5, 2002
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • January 2, 2003

21. Non model SEP and Qualified Plan Adopted

    By Dougsbpc, March 27, 2023
    • 6 replies
    • 2.2k views
    • 
    • CuseFan
    • March 28, 2023

22. Does the recent tax law change permit the rollover of after-tax 401(k)

    By Guest jpersa, January 3, 2002
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • January 19, 2002

23. Beneficiary RMD

    By Guest RPSS, April 25, 2003
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • April 30, 2003

24. Not sure which to use?

    By Guest SnakPac, June 28, 2004
    • 6 replies
    • 1.3k views
    • 
    • dh003i
    • June 30, 2004

25. Can I designate anyone as a beneficiary?

    By Guest KierenTaig, February 3, 2005
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • February 25, 2005

26. Identifying Self-Directed IRA for rollovers to 401(k)

    By Purplemandinga, June 28, 2021
    • 6 replies
    • 964 views
    • 
    • Purplemandinga
    • June 29, 2021

27. FDRXX

    By Guest jalkelly, May 17, 2007
    • 6 replies
    • 5k views
    • 
    • John G
    • May 18, 2007

28. IRA death distributions

    By Guest Denise Murphy, August 4, 1999
    • 6 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • August 5, 1999

29. Is a separate IRA suggested for non-deductible contributions?

    By Francis, August 22, 2007
    • 6 replies
    • 3.9k views
    • 
    • John G
    • August 23, 2007

30. Unregistered IRA fund and custodian

    By Guest jblarson2002, February 11, 2004
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • February 18, 2004

31. Grad student deciding what to do with IRA

    By Guest Jennif102, June 19, 2007
    • 6 replies
    • 1.9k views
    • 
    • John G
    • June 21, 2007

32. Roth IRA Recharacterization or ?

    By Guest ATM, March 25, 2007
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • March 30, 2007

33. Choosing among Vanguard funds

    By Guest Wedge1, January 10, 2007
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 14, 2007

34. Multiple Beneficiaries - Single Beneficiary IRA?

    By Guest AJ Milano, September 7, 2004
    • 6 replies
    • 2k views
    • 
    • Appleby
    • September 7, 2004

35. Transfer Tax Consequences of Irrevocable Beni Designation

    By Christine Roberts, May 31, 2000
    • 6 replies
    • 3.5k views
    • 
    • John Olsen
    • June 2, 2000

36. Any downside to designating a spouse as primary beneficiary and childr

    By John G, January 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • February 3, 2001

37. First time home buyers

    By Guest rich, January 24, 1999
    • 6 replies
    • 2.2k views
    • 
    • John G
    • June 17, 2001

38. IRA Fees - Are they deductible?

    By Guest AJ Milano, June 1, 2000
    • 6 replies
    • 3.1k views
    • 
    • John G
    • June 9, 2000

39. Recharacterized - how many?

    By Guest Thenozz, September 9, 1999
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • September 10, 1999

40. Mistake made in 98 - how to correct it???

    By Guest JasonHenley, March 28, 2001
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 3, 2001

41. IRA for a minor

    By Guest PJRoxie, July 21, 2003
    • 6 replies
    • 3.1k views
    • 
    • dh003i
    • July 22, 2003

42. Non-Designated Spouse Beneficiary

    By Guest Patrick Foley, July 21, 2003
    • 6 replies
    • 2.4k views
    • 
    • Appleby
    • July 25, 2003

43. After tax money into Roth

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

44. 10% penalty on IRA distributions

    By kocak, January 15, 1999
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 31, 1999

45. IRA Question

    By Guest jkriv03, May 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • John G
    • May 19, 2006

46. Roth IRA Excess Contributions

    By Guest minerj6, December 29, 2005
    • 6 replies
    • 6.4k views
    • 
    • Appleby
    • February 6, 2006

47. Incorrect Name For Beneficiary

    By Guest Shelton, November 21, 2001
    • 6 replies
    • 2.5k views
    • 
    • Guest
    • November 23, 2001

48. roth ira money market account

    By Guest sdirtbag, August 9, 2003
    • 6 replies
    • 2.3k views
    • 
    • dh003i
    • August 13, 2003

49. Can I Purchase a Small Business with my ROTH IRA? What are the implications of doing that?

    By Guest wpfs, March 14, 2004
    • 6 replies
    • 3.9k views
    • 
    • John G
    • September 9, 2004

50. changing funds within Roth IRA?

    By Guest mrbutterpie, September 21, 2006
    • 6 replies
    • 12.2k views
    • 
    • John G
    • October 2, 2006