IRAs and Roth IRAs

3,054 topics in this forum

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

   By Retired, but still reading, Saturday at 03:46 AM
   • 5 replies
   • 158 views
   • 
   • Retired, but still reading
   • Tuesday at 02:42 AM

2. Pre-Tax vs Post Tax Deferrals

   By thepensionmaven, October 7
   • 1 reply
   • 119 views
   • 
   • Luke Bailey
   • October 7

3. ROTH Conversions and CRD's

   By Oldtpa, September 21   

   • roth conversion
   • 1 reply
   • 176 views
   • 
   • Luke Bailey
   • September 22

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

   By QDROphile, September 13
   • 2 replies
   • 257 views
   • 
   • QDROphile
   • September 14

5. Transfer to a Roth IRA

   By rblum50, September 10
   • 3 replies
   • 179 views
   • 
   • Bird
   • September 14

6. Withdrawing From A Roth IRA before 59.5

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

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

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

8. 18-year old starting (Roth) IRA?

   By Guest Freestyla, April 27, 2008
   • 14 replies
   • 27,746 views
   • 
   • Run4life
   • July 26

9. CRD Repayment of RMD paid in Stock-2020

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

10. Repayment of Roth IRAs

    By Ian, May 13
    • 4 replies
    • 468 views
    • 
    • spiritrider
    • May 15

11. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12   

    • inherited ira
    • 1099r
    • 3 replies
    • 229 views
    • 
    • Bird
    • May 13

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

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

13. Traditional IRA fees and esop inquiry

    By Mona, April 23   

    • esop
    • moderate
    • (and 3 more)

      Tagged with:

      • esop
      • moderate
      • ira rollover
      • traditional ira
      • novice
    • 3 replies
    • 336 views
    • 
    • ESOP Guy
    • April 24

14. Inherited "Inherited IRA"

    By MGOAdmin, April 7   

    • inherited ira
    • 4 replies
    • 334 views
    • 
    • Appleby
    • April 16

15. RMD Reporting on 5498

    By Arlene Schemm, April 9   

    • cares act
    • 0 replies
    • 192 views
    • 
    • Arlene Schemm
    • April 9

16. Form 5498 Reporting

    By JOH, March 26   

    • ira
    • 2 replies
    • 241 views
    • 
    • Arlene Schemm
    • April 9

17. IRA Conversion to Roth IRA

    By mjf06241972, March 29
    • 2 replies
    • 272 views
    • 
    • JOH
    • March 30

18. charitable donations

    By DDB BN, February 5
    • 4 replies
    • 1,046 views
    • 
    • Larry Starr
    • February 7

19. Inherited IRA (post Secure Act)

    By Dobber, January 24
    • 1 reply
    • 347 views
    • 
    • Larry Starr
    • January 24

20. Rich Person's Roth

    By austin3515, January 22
    • 9 replies
    • 349 views
    • 
    • ESOP Guy
    • January 23

21. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM, January 9   

    • ira
    • secure
    • (and 2 more)

      Tagged with:

      • ira
      • secure
      • beneficiary
      • distributions
    • 1 reply
    • 510 views
    • 
    • G8Rs
    • January 13

22. Ugly IRA problem- any VCP like option?

    By Flyboyjohn, November 21, 2019
    • 4 replies
    • 530 views
    • 
    • Appleby
    • January 6

23. Divisor of 1

    By bzorc, December 2, 2019
    • 1 reply
    • 740 views
    • 
    • Lou S.
    • December 2, 2019

24. Max IRA contribution - is it considered double in two calendar years?

    By IRA1967, November 22, 2019
    • 2 replies
    • 260 views
    • 
    • IRA1967
    • November 22, 2019

25. Roth Conversion Question

    By njkotz28, November 14, 2019   

    • conversion
    • roth
    • (and 1 more)

      Tagged with:

      • conversion
      • roth
      • ira
    • 1 reply
    • 427 views
    • 
    • QDROphile
    • November 14, 2019