FAQs tagged as

Traditional IRA

  1. Does it make sense to convert a Traditional IRA to a Roth when the market’s down?

  2. Can I roll a Traditional IRA into a 529 college account for my grandchild?

  3. I earn more than the income limit for both a Roth and Traditional IRA deduction. ...

  4. If I participate in my company’s SIMPLE IRA plan, can I also contribute to ...

  5. Is there a limit on how much I can move from my IRA to my Roth IRA?

  6. Can I contribute to both a 401(k) and an IRA?

  7. My spouse has little/no income. Can I contribute to my spouse's IRA?

  8. Can a simplified employee pension (SEP) IRA be converted to a Roth IRA in the same ...

  9. I am in my mid thirties and have nothing invested for retirement. Is it too late ...

  10. What is the difference between a Traditional and a Roth IRA?

  11. Is it possible to reverse an IRA? I received a QDRO and owe money to my ex-husband. ...

  12. Are any special forms or documents required when transferring an IRA/SEP/SIMPLE to ...

  13. Can an individual contribute to both a Roth IRA and a Traditional IRA in the same ...

  14. How Can I Fund A Roth IRA If My Income Is Too High To Make Direct Contributions?

  15. What are the differences between a 401K and an IRA?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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