IRAs and Roth IRAs

3,096 topics in this forum

1. Roth IRA and Roth 401k

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

2. Risks of a Mistitled Inherited IRA?

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

3. IRA beneficiary of a beneficiary

   By M Norton, April 1, 2019   

   • inherited ira
   • second beneficiary
   • 3 replies
   • 603 views
   • 
   • card
   • April 1, 2019

4. IRA and no beneficiary

   By benefitsguru, December 16, 2015
   • 10 replies
   • 1.7k views
   • 
   • John G
   • March 25, 2019

5. withdrawal from IRA to cover previous withdrawal

   By M Norton, November 27, 2018
   • 3 replies
   • 757 views
   • 
   • John G
   • March 25, 2019

6. distributions from IRA in Trust - rollover?

   By M Norton, March 12, 2019
   • 7 replies
   • 1k views
   • 
   • Luke Bailey
   • March 18, 2019

7. Non-spouse Roth beneficiary - no RMDs taken

   By CBCPA, February 15, 2019
   • 1 reply
   • 650 views
   • 
   • card
   • February 15, 2019

8. Moonlighting Employee with Solo(k); Active Participant for IRA Purposes?

   By rocknrolls2, February 9, 2019
   • 4 replies
   • 530 views
   • 
   • Luke Bailey
   • February 11, 2019

9. Inherited IRA and RMD's

   By kwalified, December 18, 2018
   • 4 replies
   • 749 views
   • 
   • Appleby
   • December 20, 2018

10. Lump sum pension payment

    By JerT, November 8, 2018
    • 3 replies
    • 568 views
    • 
    • Mike Preston
    • November 8, 2018

11. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 1.6k views
    • 
    • Appleby
    • September 11, 2018

12. Non-US citizen -- IRA rollover permitted?

    By katieinny, September 4, 2018   

    • no longer living in us.
    • 2 replies
    • 627 views
    • 
    • Appleby
    • September 11, 2018

13. IRS claiming rollover as taxable income?

    By justanotheradmin, August 20, 2018   

    • rollover
    • ira
    • 10 replies
    • 887 views
    • 
    • Lou S.
    • August 23, 2018

14. Rolling over a non-qualified vs. qualified distribution from a designated ROTH account to a ROTH IRA

    By David Peckham, August 13, 2018
    • 5 replies
    • 1.2k views
    • 
    • Luke Bailey
    • August 16, 2018

15. Convert trad. IRA to one or multiple ROTH or none

    By kwalified, July 11, 2018
    • 5 replies
    • 530 views
    • 
    • Larry Starr
    • July 18, 2018

16. PT Question

    By Scuba 401, May 23, 2018
    • 7 replies
    • 848 views
    • 
    • Luke Bailey
    • July 2, 2018

17. Qualified Plan Rollover to IRA, Change to ROTH, Asset Protection?

    By JKY, October 24, 2014   

    • IRA
    • Roth Conversion
    • (and 2 more)

      Tagged with:

      • IRA
      • Roth Conversion
      • Qualified Plan
      • Asset Protection
    • 2 replies
    • 1.6k views
    • 
    • card
    • March 24, 2018

18. Tax implications of Green card abandonment

    By srini, March 22, 2018   

    • green card
    • tax
    • 1 reply
    • 1.4k views
    • 
    • Jamin' JROD
    • March 22, 2018

19. IRA Prohibited Transaction Reporting

    By Flyboyjohn, January 29, 2018   

    • ira
    • prohibited transactions
    • 8 replies
    • 1k views
    • 
    • Flyboyjohn
    • January 30, 2018

20. Non-taxable settlement money is not earned income for Roth IRA purpose

    By Guest gpero, October 26, 2000
    • 5 replies
    • 7.4k views
    • 
    • david rigby
    • January 28, 2018

21. Recharacterize in 2018?

    By OxLobber, December 13, 2017
    • 13 replies
    • 2.2k views
    • 
    • Luke Bailey
    • January 20, 2018

22. IRA Basis for calculating delayed RMD

    By OxLobber, December 22, 2017
    • 5 replies
    • 747 views
    • 
    • txdd
    • January 5, 2018

23. Outlawing Recharacterizations

    By OxLobber, December 8, 2017
    • 5 replies
    • 442 views
    • 
    • XTitan
    • December 8, 2017

24. IRA partial rollover to qualified plan

    By thepensionmaven, October 25, 2017
    • 4 replies
    • 925 views
    • 
    • Larry Starr
    • October 27, 2017

25. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 2k views
    • 
    • card
    • October 15, 2017