IRAs and Roth IRAs

3,108 topics in this forum

1. 5 Year Rule - Inherited Roth IRAs

   By austin3515, February 2, 2022
   • 5 replies
   • 941 views
   • 
   • Peter Gulia
   • February 4, 2022

2. 5 year waiting period

   By Guest driger, December 10, 2002
   • 1 reply
   • 1.1k views
   • 
   • BPickerCPA
   • December 11, 2002

3. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

   By Sabrina1, February 19
   • 0 replies
   • 281 views
   • 
   • Sabrina1
   • February 19

4. 5498 and 1099-R reporting for non-publicly traded assets

   By Guest suellenhoward, August 28, 2014   

   • 5498 1099-R 2015 box 15 FMV
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • August 28, 2014

5. 5498-ESA Reporting Deadline

   By Appleby, February 3, 2004
   • 0 replies
   • 1.3k views
   • 
   • Appleby
   • February 3, 2004

6. 59 1/2 rule for Inheritance IRA

   By Guest bluedevil, April 28, 2005
   • 3 replies
   • 1.2k views
   • 
   • BPickerCPA
   • May 2, 2005

7. 6% excise tax on ineligible rollover

   By BG5150, December 9, 2008
   • 3 replies
   • 2.4k views
   • 
   • BG5150
   • December 9, 2008

8. 60 day loan from IRA with a catch...

   By Guest Doogie61, March 23, 2010
   • 2 replies
   • 1.1k views
   • 
   • Guest
   • March 27, 2010

9. 60 Day Question

   By bzorc, January 2, 2004
   • 5 replies
   • 1k views
   • 
   • mbozek
   • January 3, 2004

10. 60 Day Rollover

    By mathead, May 7, 2010
    • 4 replies
    • 1.1k views
    • 
    • QDROphile
    • May 7, 2010

11. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 9 replies
    • 1.7k views
    • 
    • Mike Preston
    • November 22, 2021

12. 60 days from receipt

    By Guest lskin, July 31, 2006
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • July 31, 2006

13. 70 1/2 distributions

    By Guest revier, September 14, 2004
    • 2 replies
    • 1k views
    • 
    • Appleby
    • September 14, 2004

14. 72 t and IRS 120% of fed mid term rate

    By Guest DDDlump, April 7, 2003
    • 4 replies
    • 3.4k views
    • 
    • Mike Preston
    • April 8, 2003

15. 72-T election to withdraw from an IRA prior to age 59 1/2 without pena

    By Guest bink, February 14, 2002
    • 2 replies
    • 2.4k views
    • 
    • Bruce Steiner
    • February 15, 2002

16. 72(t)

    By Dobber, April 11, 2022
    • 1 reply
    • 935 views
    • 
    • bito'money
    • April 20, 2022

17. 72(t) rule changes- legislative update

    By Appleby, October 3, 2002
    • 0 replies
    • 954 views
    • 
    • Appleby
    • October 3, 2002

18. 72(t) Software

    By Guest Cindyd, December 1, 2003
    • 1 reply
    • 1.7k views
    • 
    • Appleby
    • December 1, 2003

19. 72(t) Substantially Equal IRA distributions missed

    By Guest Noidy, September 7, 2005
    • 5 replies
    • 1.4k views
    • 
    • Appleby
    • September 10, 2005

20. 72t dates

    By Guest bob1, April 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • basumukherji
    • April 17, 2004

21. 72t distributions

    By Guest bmurphy, March 12, 2004
    • 3 replies
    • 2.1k views
    • 
    • ElGuapo
    • March 19, 2004

22. 72t election stopped in error

    By Guest nlmc18, May 7, 2004
    • 2 replies
    • 1.8k views
    • 
    • Mary Kay Foss
    • May 13, 2004

23. 72t exceptions

    By Guest Gregory, October 30, 1999
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • October 31, 1999

24. A beginner's(also a Non-PR) question about ROTH IRA

    By Guest tonyzhao, January 11, 2005
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • January 21, 2005

25. A few questions

    By Guest chauncy, September 28, 2002
    • 4 replies
    • 1.4k views
    • 
    • John G
    • October 7, 2002