IRAs and Roth IRAs

3,120 topics in this forum

1. New RMD rules when the IRA owner died prior to 2000

   By Guest Sarah Brenner, March 9, 2001
   • 8 replies
   • 2.8k views
   • 
   • Appleby
   • March 15, 2001

2. Can A 501c3 Contribute To An Employee Sep Ira

   By Guest Nicholas, October 8, 2007
   • 0 replies
   • 2.8k views
   • 
   • Guest
   • October 8, 2007

3. Recharacterize in 2018?

   By OxLobber, December 13, 2017
   • 13 replies
   • 2.8k views
   • 
   • Luke Bailey
   • January 20, 2018

4. Roth IRA purchasing minority interest in closely held corp.

   By Guest 54GRANDAD, March 15, 2004
   • 2 replies
   • 2.8k views
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   • mbozek
   • March 16, 2004

5. Prohibited Transaction

   By Guest Shelton, April 12, 2002
   • 11 replies
   • 2.8k views
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   • QDROphile
   • April 15, 2002

6. IRA Beneficiary for Prohibited Transactions

   By Guest l52094, July 21, 2003
   • 8 replies
   • 2.8k views
   • 
   • Guest
   • July 24, 2003

7. IRA -- Leveraged Property Transferred to a 401K

   By Guest John P., November 12, 2013
   • 13 replies
   • 2.8k views
   • 
   • masteff
   • November 15, 2013

8. Real Estate LLC Roth IRA?

   By Guest seanof30306, December 8, 2008
   • 12 replies
   • 2.8k views
   • 
   • J Simmons
   • December 19, 2008

9. Creditor Protection in an IRA

   By Guest flogger, July 20, 2007
   • 8 replies
   • 2.8k views
   • 
   • Belgarath
   • August 7, 2007

10. Payer's State no- Box 11 1099-R

    By Guest Shelton, February 12, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • February 13, 2002

11. Excess contribution must be removed by tax filing deadline +extension to avoid 6-percent penalty. How does this affect reallocation/redesignation to contribution for future year?

    By Appleby, June 17, 2004
    • 0 replies
    • 2.8k views
    • 
    • Appleby
    • June 17, 2004

12. Employer Chose the Custodian of my Roth IRA

    By Guest Confu, January 16, 2008
    • 8 replies
    • 2.8k views
    • 
    • Appleby
    • January 18, 2008

13. Ex-spouse Beneficiary

    By Guest JK Comm, April 12, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 13, 2002

14. simple ira transfer/rollover

    By Guest sheadan, September 11, 2002
    • 10 replies
    • 2.8k views
    • 
    • pmacduff
    • September 17, 2002

15. Withdrawl contributions (roth IRA)

    By Guest bigred1612, May 24, 2006
    • 4 replies
    • 2.8k views
    • 
    • John G
    • May 27, 2006

16. Using Codicil to create Life Estate and distribute remainder interest to beneficiaries via an annuity if the beneficiaries agree to life distribution from IRA.

    By Guest godmom, November 8, 2004
    • 2 replies
    • 2.8k views
    • 
    • Bruce Steiner
    • November 14, 2004

17. Is anyone invested in VANGUARD - Roth IRA

    By Guest BigBoi1881, November 18, 2003
    • 5 replies
    • 2.8k views
    • 
    • dh003i
    • November 19, 2003

18. IRA Prototype Language

    By Guest StanJacobson, June 29, 1999
    • 7 replies
    • 2.8k views
    • 
    • Guest
    • July 2, 1999

19. Convert IRA basis only to Roth IRA?

    By Guest richard black, December 27, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 14, 1999

20. Can I deduce my Roth IRA loss in tax return?

    By Guest JGQZ, November 29, 2001
    • 7 replies
    • 2.8k views
    • 
    • Appleby
    • April 16, 2002

21. How many rollovers allowed per year?

    By Richard Anderson, June 5, 2002
    • 3 replies
    • 2.8k views
    • 
    • John G
    • June 6, 2002

22. Are Roth IRA's protected from creditors

    By Guest Servatius, October 8, 1999
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • December 11, 1999

23. IRA-Debt Financing for Real Estate

    By JAY21, November 6, 2006
    • 7 replies
    • 2.7k views
    • 
    • John G
    • July 23, 2007

24. another newbie! please help!

    By Guest angie8179, December 30, 2004
    • 16 replies
    • 2.7k views
    • 
    • GBurns
    • January 2, 2005

25. Use of Roth IRA as a " tax shelter" for appreciated assets

    By mbozek, November 13, 2003
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • December 31, 2003

26. IRA beneficiary designation

    By Guest feelsthemusic, October 29, 2006
    • 7 replies
    • 2.7k views
    • 
    • Guest
    • October 30, 2006

27. §408(d)(6)/§71(b)(2)(A) Issue

    By chris, May 13, 2008
    • 5 replies
    • 2.7k views
    • 
    • chris
    • May 14, 2008

28. Ira benefits for H1B visa holders?

    By Guest Mo Asmar, May 10, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 10, 2001

29. RMD - age 89 and retiring

    By Cynchbeast, December 4, 2013
    • 8 replies
    • 2.7k views
    • 
    • GMK
    • December 5, 2013

30. Foreign Tax Withholding On Ira Investments

    By Guest Shelton, September 13, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • September 14, 2001

31. RDM after Death with Estate as Beneficiary

    By Guest peebee, April 12, 2012
    • 3 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2012

32. Can I roll my current Roth IRA into an online brokerage account and ma

    By Guest Tony Griffith, August 24, 2000
    • 3 replies
    • 2.7k views
    • 
    • John G
    • August 28, 2000

33. Multiple beneficiaries after Required beginning date

    By Guest anthony devito, February 15, 2001
    • 9 replies
    • 2.7k views
    • 
    • KJohnson
    • February 19, 2001

34. IRS Notice 2008-30

    By Guest proyce, June 16, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2008

35. Is alimony earned income?

    By Guest jhellyar, May 27, 2001
    • 1 reply
    • 2.7k views
    • 
    • Mary Kay Foss
    • May 27, 2001

36. Correcting Excess Contributions to a Traditional IRA

    By Guest i_dont_know, August 30, 2011
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • September 2, 2011

37. IRA verses, Roth IRA verses, 401K

    By Guest kr402, August 16, 2003
    • 5 replies
    • 2.7k views
    • 
    • dh003i
    • August 21, 2003

38. Investment Limitations in Roth IRAs

    By Guest jhunter10, April 12, 2003
    • 13 replies
    • 2.7k views
    • 
    • John G
    • May 2, 2003

39. ROTH IRA Transfer Mistake (beyond 60 days)

    By Guest martykoepp, February 1, 2004
    • 1 reply
    • 2.7k views
    • 
    • Appleby
    • February 2, 2004

40. ROTH IRA

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

41. Rollover IRA into 401(k) Plan

    By Guest notnimbaab, August 22, 2003
    • 2 replies
    • 2.7k views
    • 
    • mbozek
    • August 23, 2003

42. Roth IRA Withdrawal & Subsequent Contribution

    By Guest lumbarpuncture, August 17, 2003
    • 4 replies
    • 2.7k views
    • 
    • John G
    • August 19, 2003

43. Roth IRA. Withdrawal penalty

    By Guest donnabf, March 2, 2004
    • 1 reply
    • 2.7k views
    • 
    • Lame Duck
    • March 2, 2004

44. 401(k) rollover and Roth and then Recharacterization

    By Anonymoose, February 6, 2012
    • 1 reply
    • 2.7k views
    • 
    • masteff
    • February 6, 2012

45. Deceased named living trust as designated beneficiary of IRA...how to

    By Guest le190, March 22, 1999
    • 15 replies
    • 2.7k views
    • 
    • Bruce Steiner
    • May 24, 1999

46. 2004 Form 1099-R Instructions vs. 2003 Form 1099-R Instructions

    By Guest disvaclub, June 3, 2004
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • October 25, 2004

47. Surviving Spouse rollover from 401(k) Plan to IRA

    By blue, April 11, 2008
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • April 12, 2008

48. Life Insurance Permissible IRA Investment?

    By JWK, January 19, 2000
    • 4 replies
    • 2.7k views
    • 
    • JWK
    • January 20, 2000

49. Roth IRA's for Infants?

    By Guest Richard Paul, May 8, 1999
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • May 13, 1999

50. Is the fee to manager with trading authority in an IRA taxable if withdrawn from the IRA?

    By Guest rkal66, March 10, 2004
    • 7 replies
    • 2.7k views
    • 
    • mbozek
    • March 12, 2004