IRAs and Roth IRAs

3,017 topics in this forum

1. Inherited IRA and RMD's

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

2. withdrawal from IRA to cover previous withdrawal

   By M Norton, November 27, 2018
   • 2 replies
   • 279 views
   • 
   • Larry Starr
   • November 27, 2018

3. Lump sum pension payment

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

4. Estate IRA beneficiary with trust

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

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

   By katieinny, September 4, 2018   

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

6. IRS claiming rollover as taxable income?

   By justanotheradmin, August 20, 2018   

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

7. 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
   • 281 views
   • 
   • Luke Bailey
   • August 16, 2018

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

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

9. PT Question

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

10. 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
    • 1,303 views
    • 
    • card
    • March 24, 2018

11. Tax implications of Green card abandonment

    By srini, March 22, 2018   

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

12. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

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

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

    By Guest gpero, October 26, 2000
    • 5 replies
    • 3,269 views
    • 
    • david rigby
    • January 28, 2018

14. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 1,551 views
    • 
    • Luke Bailey
    • January 20, 2018

15. IRA Basis for calculating delayed RMD

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

16. Outlawing Recharacterizations

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

17. IRA partial rollover to qualified plan

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

18. One IRA rollover per year rule

    By B21, October 24, 2017
    • 4 replies
    • 493 views
    • 
    • spiritrider
    • October 26, 2017

19. Death Bed Roth Conversion

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

20. IRA Custodian deposited contribution in wrong account opinions please

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

21. IRA and no beneficiary

    By benefitsguru, December 16, 2015
    • 9 replies
    • 1,253 views
    • 
    • David74
    • September 4, 2017

22. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

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

23. IRA rollover

    By cdavis25, August 10, 2017
    • 2 replies
    • 365 views
    • 
    • joel
    • August 22, 2017

24. Annuities within an IRA

    By joel, July 8, 2017
    • 1 reply
    • 327 views
    • 
    • ETA Consulting LLC
    • July 9, 2017

25. Terminating ROBS / Rollover to IRA

    By austin3515, June 23, 2017
    • 2 replies
    • 686 views
    • 
    • austin3515
    • June 23, 2017