IRAs and Roth IRAs

3,118 topics in this forum

1. In Kind IRA Distribution to Taxable Account

   By Guest Carrie Dover, May 14, 2009
   • 2 replies
   • 5.3k views
   • 
   • masteff
   • May 15, 2009

2. IRA and qualified plan participant dies intestate

   By Belgarath, May 1, 2009
   • 8 replies
   • 4.7k views
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   • Appleby
   • May 14, 2009

3. Roth IRAs and testing periods

   By Guest needs help, April 20, 2009
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 20, 2009

4. 2009 Rules and IRA Beneficiary

   By Guest kcousin, April 14, 2009
   • 1 reply
   • 2.2k views
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   • jevd
   • April 14, 2009

5. Reporting Options In IRAs

   By mathead, April 10, 2009
   • 4 replies
   • 1.5k views
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   • John G
   • April 11, 2009

6. Last year's excess Roth contribution for the year before

   By Guest MikeInMass, April 10, 2009
   • 0 replies
   • 968 views
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   • Guest
   • April 10, 2009

7. Unreported Traditional IRA Basis with a Roth Conversion

   By Guest MSDalt, April 4, 2009
   • 0 replies
   • 1.4k views
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   • Guest
   • April 4, 2009

8. Reporting distributions that were contributions

   By Guest gzwick26, March 23, 2009
   • 30 replies
   • 5k views
   • 
   • Guest
   • April 2, 2009

9. Real Estate investment abroad through Roth IRA

   By Guest sku, March 27, 2009
   • 1 reply
   • 1.4k views
   • 
   • John G
   • March 27, 2009

10. K-1 in IRA

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

11. Eligibilibty for Roth contribution and for conversion of Regular IRA to Roth

    By Guest Rond, March 19, 2009
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • March 20, 2009

12. What custodians have low or no annual fees?

    By John G, March 21, 2004
    • 6 replies
    • 4.7k views
    • 
    • John G
    • March 19, 2009

13. How to satisfy RMD on worthless IRA

    By Guest kprhok, December 4, 2008
    • 9 replies
    • 5.8k views
    • 
    • J Simmons
    • March 17, 2009

14. Failed Conversion

    By Randy Watson, March 16, 2009
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • March 16, 2009

15. Reporting the distribution of an annuity "IN KIND"

    By jevd, February 24, 2009
    • 4 replies
    • 2.3k views
    • 
    • Appleby
    • March 14, 2009

16. Roth contributions and AGI problems

    By Guest Radiohead, November 26, 2008
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • March 14, 2009

17. Correcting IRA distributions - IRS Procedure?

    By Guest TPAStacey, February 20, 2009
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • February 20, 2009

18. Can UTMA custodians make rollover distributions?

    By Guest Rissa, February 17, 2009
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • February 17, 2009

19. Custodian ignores requests to rollover

    By Guest gasmac, February 14, 2009
    • 3 replies
    • 1.2k views
    • 
    • John G
    • February 16, 2009

20. Income requirement for spousal IRA

    By Guest MSDalt, February 14, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 15, 2009

21. Exercise ISO stock options in a Roth?

    By Guest Rickthetech, August 27, 2002
    • 13 replies
    • 15.7k views
    • 
    • John G
    • February 15, 2009

22. Roth recharacertization followed by another conversion & caretaker error

    By Guest rrmiller, February 13, 2009
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • February 13, 2009

23. After-Tax Rollover

    By Fisher, February 11, 2009
    • 0 replies
    • 1.2k views
    • 
    • Fisher
    • February 11, 2009

24. Incorrect Withholding at IRA Withdrawal

    By Guest just started..., February 2, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 2009

25. Put too much in ROTH

    By Guest Makarov, January 15, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2009

26. Another Conversion/Recharacterization Question

    By Guest MSDalt, November 20, 2008
    • 3 replies
    • 2.2k views
    • 
    • jane123
    • January 29, 2009

27. Self-Directed Roth IRA Valuation

    By Guest walter3ca, January 12, 2009
    • 1 reply
    • 1.6k views
    • 
    • John G
    • January 13, 2009

28. Continue to Invest?

    By Guest Gracey, January 1, 2009
    • 5 replies
    • 1.5k views
    • 
    • John G
    • January 7, 2009

29. custom-crafted IRA agreement

    By Peter Gulia, December 29, 2008
    • 8 replies
    • 1.6k views
    • 
    • K2retire
    • January 2, 2009

30. Real Estate LLC Roth IRA?

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

31. Dissolution of Roth

    By Randy Watson, December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • December 11, 2008

32. 6% excise tax on ineligible rollover

    By BG5150, December 9, 2008
    • 3 replies
    • 2.5k views
    • 
    • BG5150
    • December 9, 2008

33. Rollover 401k After Tax Amount to Roth IRA

    By Guest PeteC, December 3, 2008
    • 1 reply
    • 3.2k views
    • 
    • Appleby
    • December 4, 2008

34. Same year contribution and withdrawal (traditional IRA)

    By Guest Soma, November 22, 2008
    • 2 replies
    • 15.9k views
    • 
    • Guest
    • November 24, 2008

35. Foreign bond funds in Roth IRA

    By Guest carrrottt09, November 15, 2008
    • 6 replies
    • 2.6k views
    • 
    • John G
    • November 18, 2008

36. Roth IRA account which allows you to invest where you want?

    By Guest seanof30306, October 25, 2008
    • 3 replies
    • 1.4k views
    • 
    • John G
    • November 13, 2008

37. 2008 Conversion Timing; Recharacterization Strategy

    By Guest MSDalt, November 12, 2008
    • 3 replies
    • 1.9k views
    • 
    • jevd
    • November 13, 2008

38. substitute one IRA investment for another

    By Guest Dolores, September 27, 2007
    • 22 replies
    • 5.2k views
    • 
    • jevd
    • November 11, 2008

39. RMD and death in year one turns 70.5 1 2

    By Guest BruceC, October 22, 2008
    • 66 replies
    • 13.7k views
    • 
    • Guest
    • November 5, 2008

40. IRA to IRA Exchange

    By Randy Watson, November 4, 2008
    • 5 replies
    • 2k views
    • 
    • jevd
    • November 5, 2008

41. 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

42. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2008

43. What happens if the IRA administrator or custodian goes bankrupt?

    By Guest sysman, October 21, 2008
    • 6 replies
    • 11.8k views
    • 
    • Guest
    • October 23, 2008

44. 401(k) without a beneficiary

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

45. Getting rid of worthless investments in IRA

    By Guest Mr.Ed, October 17, 2008
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • October 17, 2008

46. Multiple Roth IRAs?

    By Guest NASCAR20FAN, September 15, 2008
    • 8 replies
    • 2.6k views
    • 
    • masteff
    • October 16, 2008

47. Choosing Target Funds

    By Guest Spicoli, September 16, 2008
    • 14 replies
    • 2.8k views
    • 
    • John G
    • October 15, 2008

48. Early distribution from ROTH IRAs

    By Guest earthscaper, October 12, 2008
    • 5 replies
    • 2.6k views
    • 
    • masteff
    • October 14, 2008

49. Lost IRA info

    By Guest tfisht33, September 24, 2008
    • 15 replies
    • 12.6k views
    • 
    • JanetM
    • October 9, 2008

50. IRA distributed to incorrect bene...

    By Guest TPAStacey, October 9, 2008
    • 4 replies
    • 2.9k views
    • 
    • John G
    • October 9, 2008