IRAs and Roth IRAs

3,001 topics in this forum

1. Death Bed Roth Conversion

   By jpod, July 27
   • 2 replies
   • 223 views
   • 
   • card
   • Sunday at 09:40 PM

2. IRA Custodian deposited contribution in wrong account opinions please

   By Jaxson, September 30
   • 1 reply
   • 148 views
   • 
   • Borsley
   • October 2

3. IRA and no beneficiary

   By benefitsguru, December 16, 2015
   • 9 replies
   • 1,107 views
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   • David74
   • September 4

4. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

   By dameni, September 1
   • 0 replies
   • 95 views
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   • dameni
   • September 1

5. IRA rollover

   By cdavis25, August 10
   • 2 replies
   • 213 views
   • 
   • joel
   • August 22

6. Annuities within an IRA

   By joel, July 8
   • 1 reply
   • 188 views
   • 
   • ETA Consulting LLC
   • July 9

7. Terminating ROBS / Rollover to IRA

   By austin3515, June 23
   • 2 replies
   • 377 views
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   • austin3515
   • June 23

8. Back Door IRAs

   By Sydney, June 15
   • 4 replies
   • 346 views
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   • jashendorf
   • June 16

9. SEP IRA -- Two Spouses

   By Sydney, June 10
   • 6 replies
   • 345 views
   • 
   • Sydney
   • June 15

10. Inherited IRA

    By Jordan, May 27
    • 1 reply
    • 195 views
    • 
    • ETA Consulting LLC
    • May 27

11. Financial institutions that work with small employer to set up IRAs for employees

    By kmhaab, May 22   

    • ira
    • 3 replies
    • 199 views
    • 
    • CuseFan
    • May 25

12. IRA Annuity & RMD

    By B21, April 29
    • 0 replies
    • 155 views
    • 
    • B21
    • April 29

13. Traditional IRA contribution, withdrawn before tax return due date

    By Lori Friedman, April 27
    • 0 replies
    • 227 views
    • 
    • Lori Friedman
    • April 27

14. Distribution from an IRA

    By mjf624, April 26, 2016   

    • IRA Distribution
    • 4 replies
    • 595 views
    • 
    • Mike Preston
    • April 15

15. IRA Ownership in Privately Held Company

    By lisabroc, March 22   

    • iras
    • 1 reply
    • 340 views
    • 
    • jpod
    • March 22

16. Strange result? Community property state IRA

    By Belgarath, January 23
    • 0 replies
    • 652 views
    • 
    • Belgarath
    • January 23

17. Bifurcation of a Non-Deductible IRA

    By joel, November 3, 2016
    • 1 reply
    • 660 views
    • 
    • Lou S.
    • November 3, 2016

18. Mistaken contribution to SEP IRA

    By pompton, October 19, 2016
    • 0 replies
    • 332 views
    • 
    • pompton
    • October 19, 2016

19. IRA Decedent named his Living Trust as his beneficiary

    By RayJJohnsonJr, September 19, 2016
    • 4 replies
    • 592 views
    • 
    • RayJJohnsonJr
    • September 20, 2016

20. IRA and UBTI

    By shERPA, June 30, 2016
    • 0 replies
    • 692 views
    • 
    • shERPA
    • June 30, 2016

21. 5 year clock on rollover of Designated Roth

    By AndyH, April 28, 2016
    • 5 replies
    • 737 views
    • 
    • Mike Preston
    • May 13, 2016

22. Multiple distributions w/i 60 days, but 1 IRA rollover

    By BonoConsilio, December 30, 2015
    • 4 replies
    • 1,616 views
    • 
    • JakeMoon
    • April 14, 2016

23. SEP-IRA contributions

    By strongsmurf, March 22, 2016
    • 5 replies
    • 553 views
    • 
    • Belgarath
    • March 22, 2016

24. One IRA Rollover per Year Rule

    By Pension RC, March 3, 2016
    • 4 replies
    • 548 views
    • 
    • Pension RC
    • March 4, 2016

25. Roth IRA Loss and Write Off

    By TexasOffroad, February 12, 2016
    • 1 reply
    • 549 views
    • 
    • Bird
    • February 15, 2016