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IRAs and Roth IRAs

See also: the SEP, SARSEP and SIMPLE Plans message board.

3,087 topics in this forum

  1. 72(t)

    By Dobber,
    • 1 reply
    • 221 views

  2. Inherited IRA and escheatment

    By BruceM,
    • 12 replies
    • 410 views

  3. Roth IRA's under proposed RMD regulations

    By Retired, but still reading,
    • 1 reply
    • 133 views

  4. Mistitled Inherited IRA. Any recourse?

    By Philster,
    • 2 replies
    • 205 views

  5. Self-directed IRA / Prohibited Services to Plan Asset

    By KEM,   
    • 6 replies
    • 202 views

  6. Roth IRA - Spousal Beneficiary & 5-year clock

    By Dobber,
    • 2 replies
    • 155 views

  7. 5 Year Rule - Inherited Roth IRAs

    By austin3515,
    • 5 replies
    • 227 views

  8. Spouse Beneficiary

    By Dobber,
    • 7 replies
    • 365 views

  9. Mistaken IRA Contribution

    By Ananda,
    • 5 replies
    • 213 views

  10. Death of beneficiary spouse shortly after IRA owner dies

    By Bird,
    • 7 replies
    • 209 views

  11. unforeseen acquisition

    By Biz Develop Consultant BJF,
    • 1 reply
    • 137 views

  12. Order Transferring IRA Subject to Divorce.

    By Thornton,
    • 3 replies
    • 248 views

  13. 60 day rollover rules

    By mjf06241972,
    • 9 replies
    • 1.2k views

  14. Rollover life inusrance death benefit to Roth IRA

    By Ananda,
    • 16 replies
    • 527 views

  15. inheriting two IRA accounts from the same spouse

    By Ron Torgesen,
    • 4 replies
    • 274 views

  16. Five year period

    By joel,
    • 10 replies
    • 516 views

  17. Age 75 IRA owner named estate as beneficiary, is there a way his wife can roll it to her IRA?

    By RayJJohnsonJr,
    • 11 replies
    • 339 views

  18. How to handle excess Roth IRA contribution

    By nkaufman,
    • 4 replies
    • 317 views

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

    By Purplemandinga,
    • 6 replies
    • 367 views

  20. Timing of First Time Homebuyer withdrawal

    By shERPA,
    • 2 replies
    • 349 views

  21. default beneficiary on an IRA

    By JulesInCNY,   
    • 5 replies
    • 604 views

  22. Return of 2020 RMD included with a CRD

    By bzorc,
    • 1 reply
    • 383 views

  23. Guaranteed Payments qualify as "Earned Income"?

    By David Olive,
    • 1 reply
    • 564 views

  24. 2020 IRA contribution deadline

    By Dobber,
    • 4 replies
    • 738 views

  25. trust beneficiary of retirement plan

    By Scuba 401,
    • 4 replies
    • 307 views
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