IRAs and Roth IRAs

3,096 topics in this forum

1. IRA Custodian deposited contribution in wrong account opinions please

   By Jaxson, September 30, 2017
   • 1 reply
   • 836 views
   • 
   • Borsley
   • October 2, 2017

2. NOTIFICATION TO OWNER PRIOR TO COMMENCING ANNUITY PAYMENTS

   By dameni, September 1, 2017
   • 0 replies
   • 367 views
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   • dameni
   • September 1, 2017

3. IRA rollover

   By cdavis25, August 10, 2017
   • 2 replies
   • 710 views
   • 
   • joel
   • August 22, 2017

4. Annuities within an IRA

   By joel, July 8, 2017
   • 1 reply
   • 501 views
   • 
   • ETA Consulting LLC
   • July 9, 2017

5. Terminating ROBS / Rollover to IRA

   By austin3515, June 23, 2017
   • 2 replies
   • 1.9k views
   • 
   • austin3515
   • June 23, 2017

6. Back Door IRAs

   By Sydney, June 15, 2017
   • 4 replies
   • 740 views
   • 
   • jashendorf
   • June 16, 2017

7. SEP IRA -- Two Spouses

   By Sydney, June 10, 2017
   • 6 replies
   • 1.5k views
   • 
   • Sydney
   • June 15, 2017

8. Inherited IRA

   By Jordan, May 27, 2017
   • 1 reply
   • 472 views
   • 
   • ETA Consulting LLC
   • May 27, 2017

9. Financial institutions that work with small employer to set up IRAs for employees

   By kmhaab, May 22, 2017   

   • ira
   • 3 replies
   • 425 views
   • 
   • CuseFan
   • May 25, 2017

10. IRA Annuity & RMD

    By B21, April 29, 2017
    • 0 replies
    • 389 views
    • 
    • B21
    • April 29, 2017

11. Traditional IRA contribution, withdrawn before tax return due date

    By Lori Friedman, April 27, 2017
    • 0 replies
    • 471 views
    • 
    • Lori Friedman
    • April 27, 2017

12. Distribution from an IRA

    By mjf624, April 26, 2016   

    • IRA Distribution
    • 4 replies
    • 903 views
    • 
    • Mike Preston
    • April 15, 2017

13. IRA Ownership in Privately Held Company

    By lisabroc, March 22, 2017   

    • iras
    • 1 reply
    • 523 views
    • 
    • jpod
    • March 22, 2017

14. Strange result? Community property state IRA

    By Belgarath, January 23, 2017
    • 0 replies
    • 912 views
    • 
    • Belgarath
    • January 23, 2017

15. Bifurcation of a Non-Deductible IRA

    By joel, November 3, 2016
    • 1 reply
    • 1k views
    • 
    • Lou S.
    • November 3, 2016

16. Mistaken contribution to SEP IRA

    By pompton, October 19, 2016
    • 0 replies
    • 689 views
    • 
    • pompton
    • October 19, 2016

17. IRA Decedent named his Living Trust as his beneficiary

    By RayJJohnsonJr, September 19, 2016
    • 4 replies
    • 956 views
    • 
    • RayJJohnsonJr
    • September 20, 2016

18. IRA and UBTI

    By shERPA, June 30, 2016
    • 0 replies
    • 951 views
    • 
    • shERPA
    • June 30, 2016

19. 5 year clock on rollover of Designated Roth

    By AndyH, April 28, 2016
    • 5 replies
    • 1.3k views
    • 
    • Mike Preston
    • May 13, 2016

20. Multiple distributions w/i 60 days, but 1 IRA rollover

    By BonoConsilio, December 30, 2015
    • 4 replies
    • 3.8k views
    • 
    • JakeMoon
    • April 14, 2016

21. SEP-IRA contributions

    By strongsmurf, March 22, 2016
    • 5 replies
    • 848 views
    • 
    • Belgarath
    • March 22, 2016

22. One IRA Rollover per Year Rule

    By Pension RC, March 3, 2016
    • 4 replies
    • 794 views
    • 
    • Pension RC
    • March 4, 2016

23. Roth IRA Loss and Write Off

    By TexasOffroad, February 12, 2016
    • 1 reply
    • 901 views
    • 
    • Bird
    • February 15, 2016

24. IRA contribution - qualified status, age limit

    By t.haley, December 17, 2015
    • 3 replies
    • 910 views
    • 
    • QDROphile
    • December 17, 2015

25. Ineligible Roth IRA contributions

    By J Simmons, November 12, 2015
    • 2 replies
    • 1.1k views
    • 
    • J Simmons
    • November 12, 2015