IRAs and Roth IRAs

3,089 topics in this forum

1. Is an IRA’s sale to a not-yet spouse a prohibited transaction?

   By Peter Gulia, Tuesday at 08:04 PM
   • 7 replies
   • 194 views
   • 
   • JOH
   • Thursday at 09:00 PM

2. Roth conversion with Withholding, under 59 1/2

   By Suellen Howard, August 30
   • 7 replies
   • 279 views
   • 
   • Suellen Howard
   • September 22

3. 72(t)

   By Dobber, April 11
   • 1 reply
   • 686 views
   • 
   • bito'money
   • April 20

4. Inherited IRA and escheatment

   By BruceM, March 10
   • 12 replies
   • 649 views
   • 
   • ACK
   • March 23

5. Roth IRA's under proposed RMD regulations

   By Retired, but still reading, March 18
   • 1 reply
   • 211 views
   • 
   • Retired, but still reading
   • March 19

6. Mistitled Inherited IRA. Any recourse?

   By Philster, February 23
   • 2 replies
   • 265 views
   • 
   • Philster
   • March 9

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

   By KEM, February 15   

   • prohibited transaction
   • prohibited transaction?
   • (and 7 more)

     Tagged with:

     • prohibited transaction
     • prohibited transaction?
     • ira
     • iras
     • self-directed
     • self-directed iras
     • self directed ira
     • disqualified person
     • investment
   • 6 replies
   • 257 views
   • 
   • KEM
   • February 20

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

   By Dobber, February 14
   • 2 replies
   • 198 views
   • 
   • Dobber
   • February 18

9. 5 Year Rule - Inherited Roth IRAs

   By austin3515, February 2
   • 5 replies
   • 419 views
   • 
   • Peter Gulia
   • February 4

10. Spouse Beneficiary

    By Dobber, January 18
    • 7 replies
    • 578 views
    • 
    • Luke Bailey
    • January 22

11. Mistaken IRA Contribution

    By Ananda, December 16, 2021
    • 5 replies
    • 268 views
    • 
    • Luke Bailey
    • December 21, 2021

12. Death of beneficiary spouse shortly after IRA owner dies

    By Bird, December 2, 2021
    • 7 replies
    • 311 views
    • 
    • Appleby
    • December 10, 2021

13. unforeseen acquisition

    By Biz Develop Consultant BJF, December 7, 2021
    • 1 reply
    • 184 views
    • 
    • Luke Bailey
    • December 9, 2021

14. Order Transferring IRA Subject to Divorce.

    By Thornton, November 30, 2021
    • 3 replies
    • 271 views
    • 
    • Appleby
    • December 2, 2021

15. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 9 replies
    • 1.4k views
    • 
    • Mike Preston
    • November 22, 2021

16. Rollover life inusrance death benefit to Roth IRA

    By Ananda, October 27, 2021
    • 16 replies
    • 601 views
    • 
    • Peter Gulia
    • November 2, 2021

17. inheriting two IRA accounts from the same spouse

    By Ron Torgesen, October 25, 2021
    • 4 replies
    • 332 views
    • 
    • Ron Torgesen
    • October 30, 2021

18. Five year period

    By joel, September 23, 2021
    • 10 replies
    • 563 views
    • 
    • BenefitJack
    • October 17, 2021

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

    By RayJJohnsonJr, September 15, 2021
    • 11 replies
    • 462 views
    • 
    • RayJJohnsonJr
    • September 18, 2021

20. How to handle excess Roth IRA contribution

    By nkaufman, August 9, 2021
    • 4 replies
    • 372 views
    • 
    • nkaufman
    • August 9, 2021

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

    By Purplemandinga, June 28, 2021
    • 6 replies
    • 415 views
    • 
    • Purplemandinga
    • June 29, 2021

22. Timing of First Time Homebuyer withdrawal

    By shERPA, May 4, 2021
    • 2 replies
    • 392 views
    • 
    • shERPA
    • May 6, 2021

23. beneficiary default beneficiary on an IRA

    By JulesInCNY, February 25, 2021   

    • default
    • ira
    • 5 replies
    • 697 views
    • 
    • CNorris
    • April 30, 2021

24. Return of 2020 RMD included with a CRD

    By bzorc, April 29, 2021
    • 1 reply
    • 488 views
    • 
    • Lou S.
    • April 29, 2021

25. Guaranteed Payments qualify as "Earned Income"?

    By David Olive, April 15, 2021
    • 1 reply
    • 741 views
    • 
    • Lou S.
    • April 15, 2021