IRAs and Roth IRAs

3,118 topics in this forum

1. How to report IRA escheated to the state

   By benefitsguru, June 4, 2014
   • 6 replies
   • 4k views
   • 
   • My 2 cents
   • March 30, 2015

2. UBTI in IRA's

   By Guest cdklotz, April 9, 2003
   • 6 replies
   • 1.9k views
   • 
   • Appleby
   • April 14, 2003

3. Contribution to an IRA After Death

   By Guest richardl, March 15, 2004
   • 6 replies
   • 9.1k views
   • 
   • Appleby
   • March 18, 2004

4. roth conversion law to pass

   By Guest lskin, May 18, 2006
   • 6 replies
   • 3.1k views
   • 
   • E as in ERISA
   • May 19, 2006

5. roth ira and home improvements

   By Guest nae, May 8, 2005
   • 6 replies
   • 9k views
   • 
   • John G
   • May 25, 2005

6. How to handle an overcontribution

   By Guest gpohl, May 3, 2002
   • 6 replies
   • 2k views
   • 
   • Guest
   • May 7, 2002

7. Roth IRA same year withdrawal

   By Guest pangelo, February 27, 2006
   • 6 replies
   • 2.3k views
   • 
   • Appleby
   • March 8, 2006

8. Newbie: What exactly do I ""do with the money I put in my Roth IRA?

   By Guest carrrottt09, February 8, 2005
   • 6 replies
   • 1.4k views
   • 
   • John G
   • February 11, 2005

9. Roth 401(K)s and 415 limits

   By Guest bostonroscrea, August 22, 2008
   • 6 replies
   • 3k views
   • 
   • K2retire
   • August 23, 2008

10. Getting an IRA back from a state's Office of Unclaimed or Abandoned Property

    By Guest frisk455, September 23, 2003
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2003

11. Would I be disrupting my 72t distributions if I were to....

    By Guest irr7342, July 23, 2001
    • 6 replies
    • 2.6k views
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    • Appleby
    • July 27, 2001

12. California non-conformance

    By Guest bandorp, January 8, 2002
    • 6 replies
    • 1.6k views
    • 
    • BPickerCPA
    • January 10, 2002

13. Roth IRA after 65

    By Guest Patricia Krug, February 18, 2003
    • 6 replies
    • 2k views
    • 
    • Appleby
    • February 19, 2003

14. Inherited Individual Retirement Annuity - what are the considerations?

    By AndyH, May 22, 2013
    • 6 replies
    • 6.8k views
    • 
    • AndyH
    • June 11, 2013

15. Multiple Inherited IRAs: Any Need for Segragation?

    By Guest reg_h2b, December 17, 2001
    • 6 replies
    • 3.7k views
    • 
    • Guest
    • December 21, 2001

16. Buying real estate with my Roth

    By Guest wdgator, January 2, 2008
    • 6 replies
    • 2.4k views
    • 
    • John G
    • January 7, 2008

17. Roth contribution not allowed; investment loss

    By Guest deathbycashcall, April 15, 2002
    • 6 replies
    • 1.8k views
    • 
    • John G
    • April 16, 2002

18. Investment in Closely Held business

    By MarZDoates, March 2, 2005
    • 6 replies
    • 1.8k views
    • 
    • dh003i
    • March 8, 2005

19. Transfer of IRA assets to ex-spouse

    By Guest Chelsi, October 18, 2009
    • 6 replies
    • 4.5k views
    • 
    • Guest
    • October 27, 2009

20. Who Is The Beneficiary

    By Appleby, May 7, 2002
    • 6 replies
    • 2.1k views
    • 
    • BPickerCPA
    • May 9, 2002

21. SEP IRA -- Two Spouses

    By Sydney, June 10, 2017
    • 6 replies
    • 2.9k views
    • 
    • Sydney
    • June 15, 2017

22. Distributions

    By Guest sansbroker, November 7, 2000
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 9, 2000

23. Inherited IRA question

    By bzorc, January 3, 2003
    • 6 replies
    • 1.9k views
    • 
    • bzorc
    • January 6, 2003

24. IRA trustee-to-trustee transfer - Form 5498

    By Atila, May 23, 2013
    • 6 replies
    • 7.4k views
    • 
    • Borsley
    • May 24, 2013

25. Roth IRA

    By Guest mfrank, July 3, 2001
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • July 6, 2001

26. Trust as Beneficiary

    By jane123, June 11, 2003
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 18, 2003

27. Traditional IRA rolled into SEP IRA

    By MarZDoates, January 22, 2003
    • 6 replies
    • 2.3k views
    • 
    • jevd
    • January 23, 2003

28. Tax Impact on IRA Distribution

    By Guest WendyE79, July 29, 2004
    • 6 replies
    • 1.8k views
    • 
    • Belgarath
    • July 30, 2004

29. Can a SAHM have a ROTH?

    By Guest AlaskanAtHeart, February 10, 2005
    • 6 replies
    • 1.8k views
    • 
    • John G
    • February 11, 2005

30. Who is the beneficiary for a post-death recharacterization?

    By Guest reg_h2b, December 1, 2000
    • 6 replies
    • 2.3k views
    • 
    • John G
    • December 29, 2000

31. Looking for advice on whether to rollover a large IRA to Roth when the money has at least 25 years to grow

    By Guest JeffH, November 18, 2004
    • 6 replies
    • 1.3k views
    • 
    • John G
    • November 22, 2004

32. Has my Financial Planner screwed me? I exceeded the AGI!

    By Guest tpainton, November 29, 2003
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • December 1, 2003

33. Decedent (inherited) IRAs and beneficiaries

    By Guest Jeanne, August 20, 2002
    • 6 replies
    • 2.6k views
    • 
    • Guest
    • September 17, 2002

34. Transfer from Traditional IRA to Roth IRA and any limitation.

    By Guest cameo, November 8, 2003
    • 6 replies
    • 1.5k views
    • 
    • John G
    • November 11, 2003

35. An individual was granted an extension to elect to recharacterize his

    By Guest AFRICA6796, May 21, 2001
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • July 3, 2001

36. I have a 401k. Can an IRA further reduce my taxes?

    By Guest krampus, February 14, 2007
    • 6 replies
    • 6.7k views
    • 
    • John G
    • March 8, 2007

37. Roth IRA and I Bonds

    By Guest JWright, May 26, 2003
    • 6 replies
    • 4.1k views
    • 
    • dh003i
    • July 13, 2003

38. Roth IRA's for taxpayers abroad

    By Guest jmelamed, July 27, 2003
    • 6 replies
    • 2.5k views
    • 
    • dh003i
    • July 29, 2003

39. Foreign bond funds in Roth IRA

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

40. Trustee-to-trustee direct IRA transfers - IRS "required" Letter of Acceptance

    By Retired, but still reading, October 17, 2020
    • 6 replies
    • 5.6k views
    • 
    • Appleby
    • October 25, 2020

41. Is there any solution to returning a transfer made from IRA back to my Roth IRA ?

    By Guest tc1811, April 18, 2005
    • 6 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2005

42. 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

43. Excess IRA contribution converted to Roth

    By cathyw, December 27, 2022
    • 6 replies
    • 2.7k views
    • 
    • cathyw
    • December 29, 2022

44. Recharacterize Roth IRA Deadline

    By Guest sledder4321, April 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Appleby
    • April 11, 2001

45. Education IRA Has A New Name

    By Appleby, July 27, 2001
    • 6 replies
    • 1.7k views
    • 
    • Michael Devault
    • August 7, 2001

46. invest houses (Merril) market "Stretch IRA" but is it only using the new IRS rules to allow yuse of named beneficiary's life expectancy?

    By Guest CashBalance, July 9, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • July 11, 2004

47. Inheritance of IRA's

    By Guest ilin, May 28, 2003
    • 6 replies
    • 6.5k views
    • 
    • Mary Kay Foss
    • June 3, 2003

48. Roth IRA rollover to Roth 401k

    By Alan Simpson, October 19, 2005
    • 6 replies
    • 3.3k views
    • 
    • Bird
    • October 21, 2005

49. Would this be a valid Roth IRA?

    By Guest Grahame, September 5, 2001
    • 6 replies
    • 1.5k views
    • 
    • Guest
    • September 8, 2001

50. Quick question about Roths...

    By Guest MelsMontanaDraft, December 20, 2001
    • 6 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • December 23, 2001