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IRAs and Roth IRAs

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

3,093 topics in this forum

  1. Successor Beneficiary RMDs

    By Dobber,
    • 1 reply
    • 223 views

  2. Excess IRA contribution converted to Roth

    By cathyw,
    • 6 replies
    • 312 views

  3. Theft of IRA Assets & Settlement

    By Danny CPA,
    • 3 replies
    • 416 views

  4. roth converted 2 years ago, now over 59.5, is distribution taxable?

    By JHalligan,
    • 3 replies
    • 165 views

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

    By Peter Gulia,
    • 7 replies
    • 592 views

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

    By Suellen Howard,
    • 7 replies
    • 350 views

  7. 72(t)

    By Dobber,
    • 1 reply
    • 724 views

  8. Inherited IRA and escheatment

    By BruceM,
    • 12 replies
    • 794 views

  9. Roth IRA's under proposed RMD regulations

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

  10. Mistitled Inherited IRA. Any recourse?

    By Philster,
    • 2 replies
    • 318 views

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

    By KEM,   
    • 6 replies
    • 312 views

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

    By Dobber,
    • 2 replies
    • 239 views

  13. 5 Year Rule - Inherited Roth IRAs

    By austin3515,
    • 5 replies
    • 544 views

  14. Spouse Beneficiary

    By Dobber,
    • 7 replies
    • 650 views

  15. Mistaken IRA Contribution

    By Ananda,
    • 5 replies
    • 317 views

  16. Death of beneficiary spouse shortly after IRA owner dies

    By Bird,
    • 7 replies
    • 433 views

  17. unforeseen acquisition

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

  18. Order Transferring IRA Subject to Divorce.

    By Thornton,
    • 3 replies
    • 288 views

  19. 60 day rollover rules

    By mjf06241972,
    • 9 replies
    • 1.4k views

  20. Rollover life inusrance death benefit to Roth IRA

    By Ananda,
    • 16 replies
    • 650 views

  21. inheriting two IRA accounts from the same spouse

    By Ron Torgesen,
    • 4 replies
    • 385 views

  22. Five year period

    By joel,
    • 10 replies
    • 621 views

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

    By RayJJohnsonJr,
    • 11 replies
    • 536 views

  24. How to handle excess Roth IRA contribution

    By nkaufman,
    • 4 replies
    • 455 views

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

    By Purplemandinga,
    • 6 replies
    • 454 views
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