FAQs tagged as

IRA

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  1. What are the exceptions to the premature withdrawal penalty rules for IRA accounts?

  2. Can I refuse a gift by providing a "Qualified Disclaimer," and what does this entail?

  3. What is the "stretch IRA" concept?

  4. What are the pros/cons of naming a trust as the beneficiary of a retirement account?

  5. Which of the following accounts does ERISA cover?

  6. How do I use a conduit IRA?

  7. We are in a 401(k) at work. Can we also do a Roth each year? If we can, can it also ...

  8. Do I still have to pay penalties and taxes on money that I don't roll over from a ...

  9. What are the penalties for withdrawing from my Traditional IRA less than a year after ...

  10. My Traditional IRA has been converted to a Roth IRA. Can I still make a qualified ...

  11. Can investment real estate be purchased within an IRA and, if so, are there any pitfalls?

  12. I didn't record my Traditional IRA contributions. Is there a website that lists ...

  13. If I roll my annuity into an IRA and receive after-tax distributions, will this be ...

  14. Do I have to continue SEPPs for an inherited IRA?

  15. I am rolling my 401(k) into an IRA. After a year, can I convert this amount to a ...

  16. What are the exceptions to the early distribution penalty for a non-qualified Roth ...

  17. As a temporary resident of the US, can I withdraw funds from my Traditional IRA without ...

  18. My mother inherited my father's IRA. When she died, I received an account application ...

  19. What is the five-year waiting rule for Roth IRAs?

  20. I withdrew funds from my Roth IRA to contribute elsewhere. How will I be taxed?

  21. Can I establish more than one IRA?

  22. I will be receiving monies from a QDRO executed pursuant to my divorce. I would like ...

  23. Can either a SEP IRA or a SIMPLE IRA be attached in a bankruptcy or malpractice action, ...

  24. If I am no longer employed, can I roll over a 403(b) plan into an IRA?

  25. What are the "certain requirements" that must be met for substantially equal periodic ...

  26. My certificate of deposit (CD) has just matured and I plan to contribute $10,000 ...

  27. If an IRA owner dies after starting required minimum distributions (RMD) but the ...

  28. Can an IRA owner disclaim his widow's account but exclude one spendthrift contingent ...

  29. I understand that I can withdraw from a 401k the year I turn 55 without the 10% penalty ...

  30. If I pass away, will my retirement plan go to my spouse tax free?

  31. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

  32. My recently deceased spouse's IRA has been rolled over into mine. Does the cost basis ...

  33. My husband has become eligible for a 401(k) plan (with no matching contribution) ...

  34. I am making after-tax contributions to an IRA. Will I get taxed again when I withdraw ...

  35. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

  36. Can my spouse and I use our IRAs to purchase our first home?

  37. I didn't earn any income this year. Can I still contribute to a Roth?

  38. Should I start taking my RMD based on the amount in my account when I turn 70.5?

  39. What are the income limits for Roth IRA contributions?

  40. How do I go about opening up a Roth IRA?

  41. Can my spouse and I convert our IRAs to Roth IRAs regardless of earned income?

  42. I've heard that workers who don't roll over their 401(k)s after retiring face some ...

  43. Which amount should the brokerage use for the 1099-R?

  44. Can I roll over my IRA assets to a sheltered Canadian plan?

  45. How can I reduce the taxes on my inherited retirement assets?

  46. I have conservative views on investing. How should I go about investing in a Roth ...

  47. I am a teacher in a public school system and I don't presently have a 403(b) plan, ...

  48. Can a spouse who is not named as a beneficiary receive assets from an IRA?

  49. Upon my death, will the beneficiaries of my IRA be compelled to take the entire amount ...

  50. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money? I'm 56 ...

  51. I am only 17 years old. I don't have a job or pay taxes. Can I contribute to an IRA? ...

  52. I inherited a Roth IRA. What are my options for taking distributions from the account?

  53. Can I roll the funds in an SEP-IRA over to a profit-sharing plan or self-directed ...

  54. What is the difference between a ROTH, SEP and Traditional IRA?

  55. What do you do for a non-spouse beneficiary receiving a required minimum distribution ...

  56. I am the beneficiary of an IRA and a Keogh. Can I combine them into one plan?

  57. My uncle died recently. He designated my mother and father as his beneficiaries in ...

  58. I am retiree, drawing from my 403(b) annuity. I am the sole employee of my own business. ...

  59. Can I add my higher income spouse's name to my Roth IRA in order to raise our contribution ...

  60. Can my spouse and I combine our Traditional IRAs?

  61. How do I get credit for my retirement plan contributions?

  62. I have two jobs. Can I contribute to two SIMPLE IRA plans?

  63. How long does an IRA beneficiary have to take an RMD after the IRA holder dies?

  64. What is the difference between a Keogh and an IRA?

  65. Can I borrow from an IRA without penalty?

  66. Can the non-spouse beneficiary of an IRA name a successor beneficiary?

  67. How can I make sure that past IRS errors have been corrected?

  68. My spouse and I now earn more than the dual-income limit specified by our IRAs. What ...

  69. What are the rules and reporting requirements for a rollover of a required minimum ...

  70. I have several CDs in my IRA with different maturities. Can I roll them over to another ...

  71. Can I roll my 401(k) and/or IRA funds into a more liquid investment fund without ...

  72. What are some of the features and benefits of SEP IRAs and Roth IRAs?

  73. Can an IRA be used as security for a loan?

  74. My wife and I both converted our Traditional IRAs to Roth IRAs in Dec 1998 and have ...

  75. How do I sign up for the saver's tax credit?

  76. Can IRAs be held jointly by spouses?

  77. I stopped distributions from my retirement account while under Rule 72(t). Will this ...

  78. Will I incur a tax penalty when making withdrawls from my IRA in excess of my SEPP?

  79. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

  80. Can I move my IRA to a better income-producing opportunity?

  81. I make over $100,000/yr and my adjusted gross income precludes standard IRA contributions. ...

  82. My spouse is the primary beneficiary of my IRA. I also have a contingent beneficiary. ...

  83. I am in the second year of taking SEPP distributions from my IRA. Can I transfer ...

  84. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

  85. I retired and transferred part of my pension distribution to a Roth IRA. If I am ...

  86. Can I return funds to my Roth IRA after I have taken it as a distribution?

  87. I'm worried about the economy and want to move my IRA funds from stocks and bonds ...

  88. I recently and accidentally established a Roth IRA for my spouse instead of myself ...

  89. Can I pull out most of my assets from my IRA and use the cash as long as I replace ...

  90. Can a person who is retired continue to fund an IRA?

  91. If a trust is named as the beneficiary of an IRA, can the trustee of that trust become ...

  92. My company has three partners but plans to hire more this year. Would we be better ...

  93. Can I have a self-directed IRA or Roth IRA using the forex market?

  94. What's the difference between a savings account and a Roth IRA?

  95. I am self-employed and do not need most of my IRA RMD for expenses. Can I reinvest ...

  96. Does participation in a 401(k) plan prevent an individual from contributing to a ...

  97. I have several Roth IRA conversions, each with different custodians. When I spoke ...

  98. I plan to retire in March 2005 at the age of 59.75. When and what percentage or dollar ...

  99. Is divorce an exception to the SIMPLE IRA's two-year waiting period rule?

  100. I want to purchase a five-year period certain single premium immediate annuity (SPIA) ...

  101. I just learned that my 2004 and 2005 Roth IRA contributions are not allowed because ...

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