IRAs and Roth IRAs

3,066 topics in this forum

1. 2020 IRA contribution deadline

   By Dobber, March 29
   • 4 replies
   • 106 views
   • 
   • Bob the Swimmer
   • March 29

2. trust beneficiary of retirement plan

   By Scuba 401, March 17
   • 4 replies
   • 107 views
   • 
   • JOH
   • March 18

3. Inherited IRA question

   By bzorc, March 9
   • 2 replies
   • 111 views
   • 
   • Appleby
   • March 16

4. Rollover to IRA from qualified plan

   By Chippy, March 8
   • 3 replies
   • 137 views
   • 
   • Luke Bailey
   • March 11

5. beneficiary default beneficiary on an IRA

   By JulesInCNY, February 25   

   • default
   • ira
   • 4 replies
   • 194 views
   • 
   • JulesInCNY
   • March 1

6. For an IRA, does a custodian require (or permit) a spouse’s consent to a beneficiary designation?

   By Peter Gulia, February 9   

   • beneficiary designation; community property
   • 6 replies
   • 334 views
   • 
   • Peter Gulia
   • February 18

7. One IRA rollover per year rule

   By B21, October 24, 2017
   • 7 replies
   • 1k views
   • 
   • C. B. Zeller
   • January 26

8. Backdoor Roth Conversion: is loan offset rollover "deductible" or "non-deductible" contribution?

   By Era, January 15
   • 1 reply
   • 192 views
   • 
   • Lou S.
   • January 15

9. Traditional IRA funded in December, but backdoor conversion to Roth in January...

   By PaulT, January 8
   • 3 replies
   • 199 views
   • 
   • Era
   • January 15

10. Roth IRA recharacterization and backdoor conversion

    By humblea, December 30, 2020
    • 3 replies
    • 228 views
    • 
    • Lou S.
    • December 30, 2020

11. Can Contributions Continue To SIMPLE IRA If Spouse Sponsors 401(k)?

    By mming, December 23, 2020
    • 9 replies
    • 256 views
    • 
    • mming
    • December 28, 2020

12. Impermissible IRA Investment in Collectibles

    By Daniel Nugent, November 16, 2020
    • 5 replies
    • 395 views
    • 
    • Luke Bailey
    • November 24, 2020

13. Rollover Simple IRA into Employer plan

    By tsrl01, November 11, 2020
    • 2 replies
    • 170 views
    • 
    • tsrl01
    • November 12, 2020

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

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

15. Pre-Tax vs Post Tax Deferrals

    By thepensionmaven, October 7, 2020
    • 1 reply
    • 190 views
    • 
    • Luke Bailey
    • October 7, 2020

16. ROTH Conversions and CRD's

    By Oldtpa, September 21, 2020   

    • roth conversion
    • 1 reply
    • 263 views
    • 
    • Luke Bailey
    • September 22, 2020

17. Roth 5-Year Rule and Transfers Incident to Divorce

    By QDROphile, September 13, 2020
    • 2 replies
    • 515 views
    • 
    • QDROphile
    • September 14, 2020

18. Transfer to a Roth IRA

    By rblum50, September 10, 2020
    • 3 replies
    • 236 views
    • 
    • Bird
    • September 14, 2020

19. Withdrawing From A Roth IRA before 59.5

    By Run4life, July 26, 2020
    • 4 replies
    • 458 views
    • 
    • Belgarath
    • August 3, 2020

20. I'm 18 and wanting to learn a lot about saving for retirement

    By Run4life, July 26, 2020
    • 2 replies
    • 284 views
    • 
    • Patricia Neal Jensen
    • July 27, 2020

21. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 29.2k views
    • 
    • Run4life
    • July 26, 2020

22. CRD Repayment of RMD paid in Stock-2020

    By ERISAGal, June 2, 2020
    • 8 replies
    • 654 views
    • 
    • Luke Bailey
    • June 5, 2020

23. Repayment of Roth IRAs

    By Ian, May 13, 2020
    • 4 replies
    • 554 views
    • 
    • spiritrider
    • May 15, 2020

24. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12, 2020   

    • inherited ira
    • 1099r
    • 3 replies
    • 270 views
    • 
    • Bird
    • May 13, 2020

25. Can the Uniform Life Table be used under age 70 1/2?

    By katieinny, July 23, 2019
    • 8 replies
    • 861 views
    • 
    • Kelley Schieffelin
    • May 8, 2020