IRAs and Roth IRAs

3,026 topics in this forum

1. 60 day rollover rules

   By mjf06241972, May 16
   • 7 replies
   • 234 views
   • 
   • digger
   • 5 hours ago

2. Self-directed IRA- 25% rule

   By B21, May 2
   • 1 reply
   • 156 views
   • 
   • Luke Bailey
   • May 2

3. Excess Roth Contribution - 2018

   By DTH, April 26
   • 1 reply
   • 123 views
   • 
   • Appleby
   • April 29

4. Roth IRA and Roth 401k

   By Santo Gold, April 18
   • 2 replies
   • 165 views
   • 
   • CuseFan
   • April 22

5. Risks of a Mistitled Inherited IRA?

   By JoeBialy, April 4
   • 2 replies
   • 185 views
   • 
   • card
   • April 8

6. IRA beneficiary of a beneficiary

   By M Norton, April 1   

   • inherited ira
   • second beneficiary
   • 3 replies
   • 206 views
   • 
   • card
   • April 1

7. IRA and no beneficiary

   By benefitsguru, December 16, 2015
   • 10 replies
   • 1,338 views
   • 
   • John G
   • March 25

8. One IRA rollover per year rule

   By B21, October 24, 2017
   • 5 replies
   • 585 views
   • 
   • John G
   • March 25

9. withdrawal from IRA to cover previous withdrawal

   By M Norton, November 27, 2018
   • 3 replies
   • 330 views
   • 
   • John G
   • March 25

10. distributions from IRA in Trust - rollover?

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

11. Non-spouse Roth beneficiary - no RMDs taken

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

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

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

13. Inherited IRA and RMD's

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

14. Lump sum pension payment

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

15. Estate IRA beneficiary with trust

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

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

    By katieinny, September 4, 2018   

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

17. IRS claiming rollover as taxable income?

    By justanotheradmin, August 20, 2018   

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

18. 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
    • 340 views
    • 
    • Luke Bailey
    • August 16, 2018

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

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

20. PT Question

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

21. 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
    • 1,340 views
    • 
    • card
    • March 24, 2018

22. Tax implications of Green card abandonment

    By srini, March 22, 2018   

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

23. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

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

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

    By Guest gpero, October 26, 2000
    • 5 replies
    • 3,535 views
    • 
    • david rigby
    • January 28, 2018

25. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 1,697 views
    • 
    • Luke Bailey
    • January 20, 2018