IRAs and Roth IRAs

3,047 topics in this forum

1. CRD Repayment of RMD paid in Stock-2020

   By ERISAGal, Tuesday at 01:50 PM
   • 6 replies
   • 117 views
   • 
   • Luke Bailey
   • 8 hours ago

2. Repayment of Roth IRAs

   By Ian, May 13
   • 4 replies
   • 293 views
   • 
   • spiritrider
   • May 15

3. 1099R Code for distribution from an Inherited IRA

   By KdGal, May 12   

   • inherited ira
   • 1099r
   • 3 replies
   • 124 views
   • 
   • Bird
   • May 13

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

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

5. Traditional IRA fees and esop inquiry

   By Mona, April 23   

   • esop
   • moderate
   • (and 3 more)

     Tagged with:

     • esop
     • moderate
     • ira rollover
     • traditional ira
     • novice
   • 3 replies
   • 240 views
   • 
   • ESOP Guy
   • April 24

6. Inherited "Inherited IRA"

   By MGOAdmin, April 7   

   • inherited ira
   • 4 replies
   • 246 views
   • 
   • Appleby
   • April 16

7. RMD Reporting on 5498

   By Arlene Schemm, April 9   

   • cares act
   • 0 replies
   • 114 views
   • 
   • Arlene Schemm
   • April 9

8. Form 5498 Reporting

   By JOH, March 26   

   • ira
   • 2 replies
   • 159 views
   • 
   • Arlene Schemm
   • April 9

9. IRA Conversion to Roth IRA

   By mjf06241972, March 29
   • 2 replies
   • 182 views
   • 
   • JOH
   • March 30

10. charitable donations

    By DDB BN, February 5
    • 4 replies
    • 968 views
    • 
    • Larry Starr
    • February 7

11. Inherited IRA (post Secure Act)

    By Dobber, January 24
    • 1 reply
    • 261 views
    • 
    • Larry Starr
    • January 24

12. Rich Person's Roth

    By austin3515, January 22
    • 9 replies
    • 262 views
    • 
    • ESOP Guy
    • January 23

13. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM, January 9   

    • ira
    • secure
    • (and 2 more)

      Tagged with:

      • ira
      • secure
      • beneficiary
      • distributions
    • 1 reply
    • 406 views
    • 
    • G8Rs
    • January 13

14. Ugly IRA problem- any VCP like option?

    By Flyboyjohn, November 21, 2019
    • 4 replies
    • 462 views
    • 
    • Appleby
    • January 6

15. Divisor of 1

    By bzorc, December 2, 2019
    • 1 reply
    • 691 views
    • 
    • Lou S.
    • December 2, 2019

16. Max IRA contribution - is it considered double in two calendar years?

    By IRA1967, November 22, 2019
    • 2 replies
    • 207 views
    • 
    • IRA1967
    • November 22, 2019

17. Roth Conversion Question

    By njkotz28, November 14, 2019   

    • conversion
    • roth
    • (and 1 more)

      Tagged with:

      • conversion
      • roth
      • ira
    • 1 reply
    • 371 views
    • 
    • QDROphile
    • November 14, 2019

18. ROTH IRA and ROTH 401k Contribution

    By Pammie57, October 31, 2019
    • 2 replies
    • 497 views
    • 
    • spiritrider
    • November 6, 2019

19. Does a spouse have legal basis to challenge non-spouse beneficiary on IRA?

    By Saddaughter, October 17, 2019
    • 11 replies
    • 1,275 views
    • 
    • Saddaughter
    • October 22, 2019

20. IRA Beneficiary is a foreign national

    By rblum50, October 21, 2019   

    • ira foreign national
    • 1 reply
    • 331 views
    • 
    • Peter Gulia
    • October 21, 2019

21. roll over to wrong person's IRA

    By chc93, September 19, 2019
    • 3 replies
    • 526 views
    • 
    • chc93
    • September 20, 2019

22. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 7 replies
    • 890 views
    • 
    • digger
    • May 22, 2019

23. Self-directed IRA- 25% rule

    By B21, May 2, 2019
    • 1 reply
    • 420 views
    • 
    • Luke Bailey
    • May 2, 2019

24. Excess Roth Contribution - 2018

    By DTH, April 26, 2019
    • 1 reply
    • 359 views
    • 
    • Appleby
    • April 29, 2019

25. Roth IRA and Roth 401k

    By Santo Gold, April 18, 2019
    • 2 replies
    • 379 views
    • 
    • CuseFan
    • April 22, 2019