IRAs and Roth IRAs

3,070 topics in this forum

1. Identifying Self-Directed IRA for rollovers to 401(k)

   By Purplemandinga, June 28
   • 6 replies
   • 189 views
   • 
   • Purplemandinga
   • June 29

2. Timing of First Time Homebuyer withdrawal

   By shERPA, May 4
   • 2 replies
   • 195 views
   • 
   • shERPA
   • May 6

3. beneficiary default beneficiary on an IRA

   By JulesInCNY, February 25   

   • default
   • ira
   • 5 replies
   • 329 views
   • 
   • CNorris
   • April 30

4. Return of 2020 RMD included with a CRD

   By bzorc, April 29
   • 1 reply
   • 216 views
   • 
   • Lou S.
   • April 29

5. Guaranteed Payments qualify as "Earned Income"?

   By David Olive, April 15
   • 1 reply
   • 220 views
   • 
   • Lou S.
   • April 15

6. 2020 IRA contribution deadline

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

7. trust beneficiary of retirement plan

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

8. Inherited IRA question

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

9. Rollover to IRA from qualified plan

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

10. 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
    • 401 views
    • 
    • Peter Gulia
    • February 18

11. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 1.1k views
    • 
    • C. B. Zeller
    • January 26

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

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

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

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

14. Roth IRA recharacterization and backdoor conversion

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

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

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

16. Impermissible IRA Investment in Collectibles

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

17. Rollover Simple IRA into Employer plan

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

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

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

19. Pre-Tax vs Post Tax Deferrals

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

20. ROTH Conversions and CRD's

    By Oldtpa, September 21, 2020   

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

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

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

22. Transfer to a Roth IRA

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

23. Withdrawing From A Roth IRA before 59.5

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

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

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

25. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 30k views
    • 
    • Run4life
    • July 26, 2020