IRAs and Roth IRAs

3,077 topics in this forum

1. Death of beneficiary spouse shortly after IRA owner dies

   By Bird, 15 hours ago
   • 1 reply
   • 27 views
   • 
   • Peter Gulia
   • 9 hours ago

2. Order Transferring IRA Subject to Divorce.

   By Thornton, Tuesday at 12:36 AM
   • 3 replies
   • 158 views
   • 
   • Appleby
   • Yesterday at 12:43 AM

3. 60 day rollover rules

   By mjf06241972, May 16, 2019
   • 9 replies
   • 1.1k views
   • 
   • Mike Preston
   • November 22

4. Rollover life inusrance death benefit to Roth IRA

   By Ananda, October 27
   • 16 replies
   • 399 views
   • 
   • Peter Gulia
   • November 2

5. inheriting two IRA accounts from the same spouse

   By Ron Torgesen, October 25
   • 4 replies
   • 179 views
   • 
   • Ron Torgesen
   • October 30

6. Five year period

   By joel, September 23
   • 10 replies
   • 406 views
   • 
   • BenefitJack
   • October 17

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

   By RayJJohnsonJr, September 15
   • 11 replies
   • 249 views
   • 
   • RayJJohnsonJr
   • September 18

8. How to handle excess Roth IRA contribution

   By nkaufman, August 9
   • 4 replies
   • 239 views
   • 
   • nkaufman
   • August 9

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

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

10. Timing of First Time Homebuyer withdrawal

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

11. beneficiary default beneficiary on an IRA

    By JulesInCNY, February 25   

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

12. Return of 2020 RMD included with a CRD

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

13. Guaranteed Payments qualify as "Earned Income"?

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

14. 2020 IRA contribution deadline

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

15. trust beneficiary of retirement plan

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

16. Inherited IRA question

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

17. Rollover to IRA from qualified plan

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

18. 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
    • 481 views
    • 
    • Peter Gulia
    • February 18

19. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 1.3k views
    • 
    • C. B. Zeller
    • January 26

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

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

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

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

22. Roth IRA recharacterization and backdoor conversion

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

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

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

24. Impermissible IRA Investment in Collectibles

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

25. Rollover Simple IRA into Employer plan

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