FAQs tagged as

Traditional IRA

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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