IRAs and Roth IRAs

3,094 topics in this forum

1. CRD Repayment of RMD paid in Stock-2020

   By ERISAGal, June 2, 2020
   • 8 replies
   • 1.3k views
   • 
   • Luke Bailey
   • June 5, 2020

2. Repayment of Roth IRAs

   By Ian, May 13, 2020
   • 4 replies
   • 738 views
   • 
   • spiritrider
   • May 15, 2020

3. 1099R Code for distribution from an Inherited IRA

   By KdGal, May 12, 2020   

   • inherited ira
   • 1099r
   • 3 replies
   • 488 views
   • 
   • Bird
   • May 13, 2020

4. Can the Uniform Life Table be used under age 70 1/2?

   By katieinny, July 23, 2019
   • 8 replies
   • 1k views
   • 
   • Kelley Schieffelin
   • May 8, 2020

5. Traditional IRA fees and esop inquiry

   By Mona, April 23, 2020   

   • esop
   • moderate
   • (and 3 more)

     Tagged with:

     • esop
     • moderate
     • ira rollover
     • traditional ira
     • novice
   • 3 replies
   • 471 views
   • 
   • ESOP Guy
   • April 24, 2020

6. Inherited "Inherited IRA"

   By MGOAdmin, April 7, 2020   

   • inherited ira
   • 4 replies
   • 732 views
   • 
   • Appleby
   • April 16, 2020

7. RMD Reporting on 5498

   By Arlene Schemm, April 9, 2020   

   • cares act
   • 0 replies
   • 343 views
   • 
   • Arlene Schemm
   • April 9, 2020

8. Form 5498 Reporting

   By JOH, March 26, 2020   

   • ira
   • 2 replies
   • 371 views
   • 
   • Arlene Schemm
   • April 9, 2020

9. IRA Conversion to Roth IRA

   By mjf06241972, March 29, 2020
   • 2 replies
   • 437 views
   • 
   • JOH
   • March 30, 2020

10. charitable donations

    By DDB BN, February 5, 2020
    • 4 replies
    • 1.2k views
    • 
    • Larry Starr
    • February 7, 2020

11. Inherited IRA (post Secure Act)

    By Dobber, January 24, 2020
    • 1 reply
    • 522 views
    • 
    • Larry Starr
    • January 24, 2020

12. Rich Person's Roth

    By austin3515, January 22, 2020
    • 9 replies
    • 1.2k views
    • 
    • ESOP Guy
    • January 23, 2020

13. Post-RBD Distributions under SECURE ACT Provisions

    By LeslieMM, January 9, 2020   

    • ira
    • secure
    • (and 2 more)

      Tagged with:

      • ira
      • secure
      • beneficiary
      • distributions
    • 1 reply
    • 704 views
    • 
    • G8Rs
    • January 13, 2020

14. Ugly IRA problem- any VCP like option?

    By Flyboyjohn, November 21, 2019
    • 4 replies
    • 751 views
    • 
    • Appleby
    • January 6, 2020

15. Divisor of 1

    By bzorc, December 2, 2019
    • 1 reply
    • 875 views
    • 
    • Lou S.
    • December 2, 2019

16. Max IRA contribution - is it considered double in two calendar years?

    By IRA1967, November 22, 2019
    • 2 replies
    • 365 views
    • 
    • IRA1967
    • November 22, 2019

17. Roth Conversion Question

    By njkotz28, November 14, 2019   

    • conversion
    • roth
    • (and 1 more)

      Tagged with:

      • conversion
      • roth
      • ira
    • 1 reply
    • 628 views
    • 
    • QDROphile
    • November 14, 2019

18. ROTH IRA and ROTH 401k Contribution

    By Pammie57, October 31, 2019
    • 2 replies
    • 717 views
    • 
    • spiritrider
    • November 6, 2019

19. Does a spouse have legal basis to challenge non-spouse beneficiary on IRA?

    By Saddaughter, October 17, 2019
    • 11 replies
    • 3k views
    • 
    • Saddaughter
    • October 22, 2019

20. IRA Beneficiary is a foreign national

    By rblum50, October 21, 2019   

    • ira foreign national
    • 1 reply
    • 1.2k views
    • 
    • Peter Gulia
    • October 21, 2019

21. roll over to wrong person's IRA

    By chc93, September 19, 2019
    • 3 replies
    • 675 views
    • 
    • chc93
    • September 20, 2019

22. Self-directed IRA- 25% rule

    By B21, May 2, 2019
    • 1 reply
    • 584 views
    • 
    • Luke Bailey
    • May 2, 2019

23. Excess Roth Contribution - 2018

    By DTH, April 26, 2019
    • 1 reply
    • 517 views
    • 
    • Appleby
    • April 29, 2019

24. Roth IRA and Roth 401k

    By Santo Gold, April 18, 2019
    • 2 replies
    • 568 views
    • 
    • CuseFan
    • April 22, 2019

25. Risks of a Mistitled Inherited IRA?

    By JoeBialy, April 4, 2019
    • 2 replies
    • 612 views
    • 
    • card
    • April 8, 2019