IRAs and Roth IRAs

3,060 topics in this forum

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

   By Era, Friday at 05:41 PM
   • 1 reply
   • 90 views
   • 
   • Lou S.
   • Friday at 10:17 PM

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

   By PaulT, January 8
   • 3 replies
   • 141 views
   • 
   • Era
   • Friday at 05:32 PM

3. Roth IRA recharacterization and backdoor conversion

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

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

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

5. Impermissible IRA Investment in Collectibles

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

6. Rollover Simple IRA into Employer plan

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

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

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

8. Pre-Tax vs Post Tax Deferrals

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

9. ROTH Conversions and CRD's

   By Oldtpa, September 21, 2020   

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

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

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

11. Transfer to a Roth IRA

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

12. Withdrawing From A Roth IRA before 59.5

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

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

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

14. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 28.5k views
    • 
    • Run4life
    • July 26, 2020

15. CRD Repayment of RMD paid in Stock-2020

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

16. Repayment of Roth IRAs

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

17. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12, 2020   

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

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

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

19. Traditional IRA fees and esop inquiry

    By Mona, April 23, 2020   

    • esop
    • moderate
    • (and 3 more)

      Tagged with:

      • esop
      • moderate
      • ira rollover
      • traditional ira
      • novice
    • 3 replies
    • 369 views
    • 
    • ESOP Guy
    • April 24, 2020

20. Inherited "Inherited IRA"

    By MGOAdmin, April 7, 2020   

    • inherited ira
    • 4 replies
    • 375 views
    • 
    • Appleby
    • April 16, 2020

21. RMD Reporting on 5498

    By Arlene Schemm, April 9, 2020   

    • cares act
    • 0 replies
    • 209 views
    • 
    • Arlene Schemm
    • April 9, 2020

22. Form 5498 Reporting

    By JOH, March 26, 2020   

    • ira
    • 2 replies
    • 265 views
    • 
    • Arlene Schemm
    • April 9, 2020

23. IRA Conversion to Roth IRA

    By mjf06241972, March 29, 2020
    • 2 replies
    • 313 views
    • 
    • JOH
    • March 30, 2020

24. charitable donations

    By DDB BN, February 5, 2020
    • 4 replies
    • 1.1k views
    • 
    • Larry Starr
    • February 7, 2020

25. Inherited IRA (post Secure Act)

    By Dobber, January 24, 2020
    • 1 reply
    • 379 views
    • 
    • Larry Starr
    • January 24, 2020