FAQs tagged as

Traditional IRA

  1. What documents I need to transfer an IRA/SEP/SIMPLE to a Traditional IRA?

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

  3. Do IRA contributions reduce average gross income (AGI)?

  4. Can I hold multiple IRAs?

  5. What are the contribution limits for a Spousal IRA?

  6. Are Simple IRA taxes the same as traditional IRA taxes?

  7. How does a Simplified Employee Pension (SEP) IRA work?

  8. What are the main differences between a Simplified Employee Pension (SEP) IRA and ...

  9. How do I open an IRA?

  10. What are the differences between a self-directed IRA and a traditional IRA?

  11. What are the Roth IRA limits for 2014?

  12. Can I use my self-directed IRA to take out a loan?

  13. Where else can I save for retirement after I max out my Roth IRA?

  14. What are the differences between a Simple IRA and a Traditional IRA?

  15. Can I roll over a 403b plan?

  16. If I contribute to a 401(k) plan, can I still contribute to an individual retirement ...

  17. What happens to my 401(k) plan if I switch jobs?

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

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

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

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

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

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

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

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

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

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

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

  29. How can I fund A Roth IRA if my income is too high to make direct contributions?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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