FAQs tagged as

Traditional IRA

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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