IRAs and Roth IRAs

3,118 topics in this forum

1. Real Estate investment abroad through Roth IRA

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

2. Reporting distributions that were contributions

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

3. K-1 in IRA

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

4. 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

5. Failed Conversion

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

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

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

7. Correcting IRA distributions - IRS Procedure?

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

8. Can UTMA custodians make rollover distributions?

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

9. Income requirement for spousal IRA

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

10. Custodian ignores requests to rollover

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

11. Roth recharacertization followed by another conversion & caretaker error

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

12. After-Tax Rollover

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

13. Incorrect Withholding at IRA Withdrawal

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

14. Put too much in ROTH

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

15. Self-Directed Roth IRA Valuation

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

16. Continue to Invest?

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

17. custom-crafted IRA agreement

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

18. 6% excise tax on ineligible rollover

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

19. Dissolution of Roth

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

20. Real Estate LLC Roth IRA?

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

21. How to satisfy RMD on worthless IRA

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

22. Rollover 401k After Tax Amount to Roth IRA

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

23. Roth contributions and AGI problems

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

24. Same year contribution and withdrawal (traditional IRA)

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

25. Another Conversion/Recharacterization Question

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

26. Foreign bond funds in Roth IRA

    By Guest carrrottt09, November 15, 2008
    • 6 replies
    • 2.5k views
    • 
    • John G
    • November 18, 2008

27. 2008 Conversion Timing; Recharacterization Strategy

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

28. IRA to IRA Exchange

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

29. 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

30. 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

31. 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

32. 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

33. 401(k) without a beneficiary

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

34. COLA_Rollover Chart (2008-2009)

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

35. Getting rid of worthless investments in IRA

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

36. Early distribution from ROTH IRAs

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

37. IRA distributed to incorrect bene...

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

38. Qualified Charitable Distributions extended to 12/31/09

    By jevd, October 2, 2008
    • 10 replies
    • 2.5k views
    • 
    • Guest
    • October 6, 2008

39. Avoiding 10% premature distribution penalty

    By SMB, October 1, 2008
    • 2 replies
    • 2.6k views
    • 
    • ERISAnut
    • October 1, 2008

40. Lost IRA info

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

41. Need help to clarify 2 points on 12-month rule

    By masteff, September 22, 2008
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 22, 2008

42. Rollover of 401k to Roth IRA - need help please

    By Guest pinkshell, September 19, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 21, 2008

43. 401(k) Rollover into A Roth IRA

    By DTH, September 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • September 18, 2008

44. Choosing Target Funds

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

45. Multiple Roth IRAs?

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

46. Rollover of IRA to 401(k) to Avoid MRDs

    By PMC, September 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 13, 2008

47. Trust as Beneficiary to Marital Trust

    By Guest JBird3955, September 4, 2008
    • 7 replies
    • 3.4k views
    • 
    • Bird
    • September 8, 2008

48. Rollover IRA

    By jkdoll2, August 25, 2008
    • 2 replies
    • 1.9k views
    • 
    • masteff
    • August 25, 2008

49. Roth 401(K)s and 415 limits

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

50. Convert only post-tax money in Trad IRA to Roth?

    By Guest MSDalt, August 16, 2008
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • August 16, 2008