IRAs and Roth IRAs

3,094 topics in this forum

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

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

2. Timing of First Time Homebuyer withdrawal

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

3. beneficiary default beneficiary on an IRA

   By JulesInCNY, February 25, 2021   

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

4. Return of 2020 RMD included with a CRD

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

5. Guaranteed Payments qualify as "Earned Income"?

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

6. 2020 IRA contribution deadline

   By Dobber, March 29, 2021
   • 4 replies
   • 1.1k views
   • 
   • Bob the Swimmer
   • March 29, 2021

7. trust beneficiary of retirement plan

   By Scuba 401, March 17, 2021
   • 4 replies
   • 478 views
   • 
   • JOH
   • March 18, 2021

8. Inherited IRA question

   By bzorc, March 9, 2021
   • 2 replies
   • 493 views
   • 
   • Appleby
   • March 16, 2021

9. Rollover to IRA from qualified plan

   By Chippy, March 8, 2021
   • 3 replies
   • 364 views
   • 
   • Luke Bailey
   • March 11, 2021

10. For an IRA, does a custodian require (or permit) a spouse’s consent to a beneficiary designation?

    By Peter Gulia, February 9, 2021   

    • beneficiary designation; community property
    • 6 replies
    • 689 views
    • 
    • Peter Gulia
    • February 18, 2021

11. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 1.6k views
    • 
    • C. B. Zeller
    • January 26, 2021

12. Backdoor Roth Conversion: is loan offset rollover "deductible" or "non-deductible" contribution?

    By Era, January 15, 2021
    • 1 reply
    • 350 views
    • 
    • Lou S.
    • January 15, 2021

13. Traditional IRA funded in December, but backdoor conversion to Roth in January...

    By PaulT, January 8, 2021
    • 3 replies
    • 457 views
    • 
    • Era
    • January 15, 2021

14. Roth IRA recharacterization and backdoor conversion

    By humblea, December 30, 2020
    • 3 replies
    • 442 views
    • 
    • Lou S.
    • December 30, 2020

15. Can Contributions Continue To SIMPLE IRA If Spouse Sponsors 401(k)?

    By mming, December 23, 2020
    • 9 replies
    • 477 views
    • 
    • mming
    • December 28, 2020

16. Impermissible IRA Investment in Collectibles

    By Daniel Nugent, November 16, 2020
    • 5 replies
    • 746 views
    • 
    • Luke Bailey
    • November 24, 2020

17. Rollover Simple IRA into Employer plan

    By tsrl01, November 11, 2020
    • 2 replies
    • 318 views
    • 
    • tsrl01
    • November 12, 2020

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

    By Retired, but still reading, October 17, 2020
    • 6 replies
    • 1.3k views
    • 
    • Appleby
    • October 25, 2020

19. Pre-Tax vs Post Tax Deferrals

    By thepensionmaven, October 7, 2020
    • 1 reply
    • 328 views
    • 
    • Luke Bailey
    • October 7, 2020

20. ROTH Conversions and CRD's

    By Oldtpa, September 21, 2020   

    • roth conversion
    • 1 reply
    • 493 views
    • 
    • Luke Bailey
    • September 22, 2020

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

    By QDROphile, September 13, 2020
    • 2 replies
    • 973 views
    • 
    • QDROphile
    • September 14, 2020

22. Transfer to a Roth IRA

    By rblum50, September 10, 2020
    • 3 replies
    • 713 views
    • 
    • Bird
    • September 14, 2020

23. Withdrawing From A Roth IRA before 59.5

    By Run4life, July 26, 2020
    • 4 replies
    • 701 views
    • 
    • Belgarath
    • August 3, 2020

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

    By Run4life, July 26, 2020
    • 2 replies
    • 416 views
    • 
    • Patricia Neal Jensen
    • July 27, 2020

25. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 31.6k views
    • 
    • Run4life
    • July 26, 2020