FAQs tagged as

IRA

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

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

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

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

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

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

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

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

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

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

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

  12. Can I establish more than one IRA?

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

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

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

  16. Can IRAs be held jointly by spouses?

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

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

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

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

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

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

  23. Can I borrow from an IRA without penalty?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  49. Can I return funds to my Traditional IRA after taking a distribution?

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

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

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

  53. Once substantially equal periodic payments (SEPP) of an IRA have started, is the ...

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

  55. Are the deferred earnings in a SIMPLE IRA subject to FICA taxes?

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

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

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

  59. I'm an 80 year old making increasing required minimum distribution (RMD) tax payments. ...

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

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

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

  63. I want to roll over a portion of my retirement plan with my employer and I have been ...

  64. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

  65. I converted my former IRA to a Roth for tax purposes in 1998, so even though the ...

  66. If I am entitled according to my divorce decree to a percentage of my ex-husband's ...

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

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

  69. Can an IRA beneficiary roll the IRA over into another account and designate another ...

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

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

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