FAQs tagged as

IRA

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

  2. What is the "stretch IRA" concept?

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

  4. Which of the following accounts does ERISA cover?

  5. How do I use a conduit IRA?

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

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

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

  9. Can I roll over a profit-sharing plan to an SEP IRA account without suffering any ...

  10. I am 59 (not 59.5) and my husband is 65. We have participated in a SIMPLE IRA with ...

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

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

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

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

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

  16. Are there tax penalties for closing my Roth IRA account?

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

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

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

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

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

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

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

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

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

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

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

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

  29. I am over 60 years old and have a Roth IRA to which I have made contributions for ...

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

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

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

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

  34. Can I roll my SEP IRA into a Traditional IRA or should I convert to a Roth?

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

  36. My 80-year-old mother used her Roth IRA assets to make an $11,000 annual gift tax ...

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

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

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

  40. I just opened an IRA. What can I do to help my money grow?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  56. What's the best kind of IRA for a 20-something?

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

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

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

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

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

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

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

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

  65. Can I establish more than one IRA?

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

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

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

  69. Can IRAs be held jointly by spouses?

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

  71. What does the Pension Protection Act of 2006 say about charitable contributions?

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

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

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

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

  76. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

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

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

  85. I have several jobs. Can I contribute the maximum to multiple employer retirement ...

  86. What will happen to my SEP IRA if I leave my current employer?

  87. I have two Roth IRAs, one of which has a balance that is much less than the total ...

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

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

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

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

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

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

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

  95. Is it permissible for a 70-year-old person to buy an IRA?

  96. If an individual still has his or her former spouse as the beneficiary of an IRA, ...

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

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

  99. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

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

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