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IRAs and Roth IRAs

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

3,094 topics in this forum

  1. Help with potential inherited IRA's and best planning techniques

    By RayJJohnsonJr,
    • 1 reply
    • 341 views

  2. Successor Beneficiary RMDs

    By Dobber,
    • 1 reply
    • 428 views

  3. Excess IRA contribution converted to Roth

    By cathyw,
    • 6 replies
    • 356 views

  4. Theft of IRA Assets & Settlement

    By Danny CPA,
    • 3 replies
    • 488 views

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

    By JHalligan,
    • 3 replies
    • 183 views

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

    By Peter Gulia,
    • 7 replies
    • 631 views

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

    By Suellen Howard,
    • 7 replies
    • 364 views

  8. 72(t)

    By Dobber,
    • 1 reply
    • 742 views

  9. Roth IRA's under proposed RMD regulations

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

  10. Inherited IRA and escheatment

    By BruceM,
    • 12 replies
    • 876 views

  11. Mistitled Inherited IRA. Any recourse?

    By Philster,
    • 2 replies
    • 337 views

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

    By KEM,   
    • 6 replies
    • 326 views

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

    By Dobber,
    • 2 replies
    • 255 views

  14. 5 Year Rule - Inherited Roth IRAs

    By austin3515,
    • 5 replies
    • 602 views

  15. Spouse Beneficiary

    By Dobber,
    • 7 replies
    • 691 views

  16. Mistaken IRA Contribution

    By Ananda,
    • 5 replies
    • 336 views

  17. unforeseen acquisition

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

  18. Death of beneficiary spouse shortly after IRA owner dies

    By Bird,
    • 7 replies
    • 479 views

  19. Order Transferring IRA Subject to Divorce.

    By Thornton,
    • 3 replies
    • 311 views

  20. Rollover life inusrance death benefit to Roth IRA

    By Ananda,
    • 16 replies
    • 671 views

  21. inheriting two IRA accounts from the same spouse

    By Ron Torgesen,
    • 4 replies
    • 399 views

  22. Five year period

    By joel,
    • 10 replies
    • 629 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
    • 548 views

  24. How to handle excess Roth IRA contribution

    By nkaufman,
    • 4 replies
    • 528 views

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

    By Purplemandinga,
    • 6 replies
    • 469 views
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