IRAs and Roth IRAs

3,020 topics in this forum

1. IRA and no beneficiary

   By benefitsguru, December 16, 2015
   • 10 replies
   • 1,281 views
   • 
   • John G
   • 2 hours ago

2. One IRA rollover per year rule

   By B21, October 24, 2017
   • 5 replies
   • 529 views
   • 
   • John G
   • 2 hours ago

3. withdrawal from IRA to cover previous withdrawal

   By M Norton, November 27, 2018
   • 3 replies
   • 310 views
   • 
   • John G
   • 4 hours ago

4. distributions from IRA in Trust - rollover?

   By M Norton, March 12
   • 7 replies
   • 252 views
   • 
   • Luke Bailey
   • March 18

5. Non-spouse Roth beneficiary - no RMDs taken

   By CBCPA, February 15
   • 1 reply
   • 252 views
   • 
   • card
   • February 15

6. Moonlighting Employee with Solo(k); Active Participant for IRA Purposes?

   By rocknrolls2, February 9
   • 4 replies
   • 156 views
   • 
   • Luke Bailey
   • February 11

7. Inherited IRA and RMD's

   By kwalified, December 18, 2018
   • 4 replies
   • 364 views
   • 
   • Appleby
   • December 20, 2018

8. Lump sum pension payment

   By JerT, November 8, 2018
   • 3 replies
   • 230 views
   • 
   • Mike Preston
   • November 8, 2018

9. Estate IRA beneficiary with trust

   By B21, July 11, 2018
   • 7 replies
   • 625 views
   • 
   • Appleby
   • September 11, 2018

10. Non-US citizen -- IRA rollover permitted?

    By katieinny, September 4, 2018   

    • no longer living in us.
    • 2 replies
    • 182 views
    • 
    • Appleby
    • September 11, 2018

11. IRS claiming rollover as taxable income?

    By justanotheradmin, August 20, 2018   

    • rollover
    • ira
    • 10 replies
    • 447 views
    • 
    • Lou S.
    • August 23, 2018

12. Rolling over a non-qualified vs. qualified distribution from a designated ROTH account to a ROTH IRA

    By David Peckham, August 13, 2018
    • 5 replies
    • 324 views
    • 
    • Luke Bailey
    • August 16, 2018

13. Convert trad. IRA to one or multiple ROTH or none

    By kwalified, July 11, 2018
    • 5 replies
    • 278 views
    • 
    • Larry Starr
    • July 18, 2018

14. PT Question

    By Scuba 401, May 23, 2018
    • 7 replies
    • 538 views
    • 
    • Luke Bailey
    • July 2, 2018

15. Qualified Plan Rollover to IRA, Change to ROTH, Asset Protection?

    By JKY, October 24, 2014   

    • IRA
    • Roth Conversion
    • (and 2 more)

      Tagged with:

      • IRA
      • Roth Conversion
      • Qualified Plan
      • Asset Protection
    • 2 replies
    • 1,325 views
    • 
    • card
    • March 24, 2018

16. Tax implications of Green card abandonment

    By srini, March 22, 2018   

    • green card
    • tax
    • 1 reply
    • 281 views
    • 
    • Jamin' JROD
    • March 22, 2018

17. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

    • ira
    • prohibited transactions
    • 8 replies
    • 627 views
    • 
    • Flyboyjohn
    • January 30, 2018

18. Non-taxable settlement money is not earned income for Roth IRA purpose

    By Guest gpero, October 26, 2000
    • 5 replies
    • 3,404 views
    • 
    • david rigby
    • January 28, 2018

19. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 1,625 views
    • 
    • Luke Bailey
    • January 20, 2018

20. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 409 views
    • 
    • txdd
    • January 5, 2018

21. Outlawing Recharacterizations

    By OxLobber, December 8, 2017
    • 5 replies
    • 297 views
    • 
    • XTitan
    • December 8, 2017

22. IRA partial rollover to qualified plan

    By thepensionmaven, October 25, 2017
    • 4 replies
    • 620 views
    • 
    • Larry Starr
    • October 27, 2017

23. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 805 views
    • 
    • card
    • October 15, 2017

24. IRA Custodian deposited contribution in wrong account opinions please

    By Jaxson, September 30, 2017
    • 1 reply
    • 486 views
    • 
    • Borsley
    • October 2, 2017

25. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

    By dameni, September 1, 2017
    • 0 replies
    • 232 views
    • 
    • dameni
    • September 1, 2017