View Full Version : IRA/Sep

  1. Roth Conversions
  2. 401K and IRA
  3. IRA Beneficiary: Calculating required distributions
  4. IRA Conversion to Roth (Same Year)
  5. IRA contributions with 457 and 414 accounts.
  6. Made contribution but didn't use deduction, re-use for next year?
  7. Self-employed IRA options
  8. Withdrawal from Traditional IRA
  9. Mlp
  10. 401k Benificiary rollover to Roth IRA HELP!
  11. So I got a letter from the IRS about my Roth IRA
  12. Roth Recharacterization Limbo !!!
  13. 457(b) rollover and Roth conversion problem
  14. 457(b) rollover and Roth conversion problem
  15. IRA contribution to avoid obamacare penality
  16. IRA to Roth transfer deadline
  17. 403b interaction with Roth IRA
  18. Recharacterize Roth 403b then Roll
  19. Mistakenly reported excess IRA contribution in 2010
  20. Transferring assets into Self Directed IRA
  21. Clarity/ options on SEP-IRA
  22. Early IRA withdrawl for commercial prperty
  23. IRA excess accumulation in 2014
  24. IRA early withdrawl for down payment
  25. Converting Traditional IRA on which I did not receive tax benefit to roth
  26. Filling W8ben Form
  27. SARSEP & tIRA
  28. IRA and W8BEN
  29. Qualified Joint Venture and SEP-IRAs
  30. Two SEP IRAs for Qualified Joint Venture
  31. Can Excess Contribution paid in previous year be used this year?
  32. 401k early distribution used for paying college expenses
  33. Can I prepay taxes I will owe on a lump sum pension payout, so that I don't cause tax consequences for the next year?
  34. Neglected to Include a Recharacterization Explanation?
  35. Traditional Ira Funding For 2015 Tax Yr
  36. Deductible contributions to SEP, own traditional IRA and husbands IRA?
  37. Form 5330 - Who is Plan Sponsor?
  38. 1099-r
  39. 8606 part 3 Roth IRA
  40. Traditional IRA penalty for College Rent?
  41. Filing MI-W4 and W4
  42. 8606 never filed :-(
  43. inquiry
  44. 529 withdrawals
  45. Withdrawing from IRA for first home down payment
  46. Withdrawing early from an IRA to repay a former employer who originally paid for my MBA program
  47. Want to convert traditional ira to roth
  48. RMD in Year of Death: Let It Happen to Decedent's Account?
  49. Cash out Pension for Down Payment on Home
  50. IRS Announces Higher Income Limits for Roth IRA Contributions for 2015.
  51. 2015 Changes to Income Limits for IRA Contributions
  52. Roth conversions
  53. Delay RMDs by rolling over IRAs into 403B?
  54. Contribute While Getting RMD from Inherited IRA?
  55. Roth IRA Converision
  56. mistakenly paid tax on ira earnings when earned
  57. 1099-r
  58. Backdoor roth
  59. Got a W2 with 401k and a 1099 last year - how much can i put away in my SEP IRA ?
  60. IR Funds to HSA
  61. Tax Deduction due to IRA
  62. IRA contribution eligible?
  63. excess IRA contribution
  64. tribal member and IRA
  65. Recharterize ROTH then Rollover?
  66. Error in Reporting After Tax Contributions
  67. 401k Early Distribution A Couple Months After Moving
  68. Hardship Exemption for IRA Early Withdrawal
  69. Beneficiary
  70. Ira contribution tax filing
  71. Annuity inside a conventional IRA
  72. What are the Required Minimum IRA Distributions (RMD's) for 2014?
  73. ROTH IRA Withdrawal
  74. Early distribution from IRA for first time homebuyer
  75. Rmd
  76. help needed
  77. Tax rules in IRAs
  78. Rool-over from "traditional after-tax 401k" to "Roth IRA"
  79. Excess Contribution to ROTH IRA
  80. Can I make these SEP contributions in 2014?
  81. IRA rollver
  82. Trad IRA + 401k = Nope. Solution?
  83. First Time Homebuyer Rollover Roth IRA
  84. Need help - Spousal IRA Problem
  85. Rollover traditional IRA to Roth
  86. Failed to make contribution
  87. Roth Contribution withdrawal
  88. Need assistance - Roth/Traditional rollovers
  89. Individual 401K deductable at state level for self employed?
  90. Roth IRA
  91. Ira Rmd
  92. 412i plan in Scorp with loss
  93. IRA Rollover
  94. Max IRA Contribution, 0?
  95. IRA deduction
  96. IRA Contributions Worksheet
  97. 401K and IRA contribution
  98. solo 401k change to roth solo 401k
  99. ira/annuity rmd
  100. Contribution and Withdrawal from IRA accounts
  101. 401 k
  102. Removal of excess roth ira contribution with earnings
  103. SEP-IRA if covered by employer?
  104. Conventional to Roth Ira Contribution in same year
  105. Way to avoid 10% penalty
  106. Backdoor Roth Contribution and Opening a SEP IRA - what do I need to know?
  107. IRA Distribution
  108. IRA Contribution / Withdrawal in the same year
  109. Roth IRA contributions error
  110. Does RMD change filing status??
  111. Change from SEP of 401K
  112. IRA Distribution for retirement credit purchase
  113. Do IRAs and 403Bs have separate RMD requirements?
  114. Inherited Annuity for Kids
  115. what is max credit allowed for SEP/401k plan
  116. Form 8606 is Confusing
  117. Eligibile for IRA Contribution?
  118. ROTH IRA phaseout contribution limits
  119. early withdraw on ira vs a loan on ira
  120. (Trying again) SMLLC - How should I define Compensation?
  121. 1099-R and 5329 Form questions
  122. IRS Reminds Taxpayers to Report 2010 Roth Conversions on 2012 Returns
  123. Sep/roth
  124. What are Required Minimum Distributions?
  125. roll over
  126. After tax contributions
  127. ROTH IRA - contributed too much now what?
  128. Excessive Roth IRA Contribution
  129. Excessive Roth IRA Contribution
  130. Rollover IRA Help
  131. Setup IRA's a few year ago and didn't file
  132. Individual 401(k) qualifications
  133. IRS announces that "Retirement Plans Can Make 'Loans, Hardship Distributions' to Sandy Victims."
  134. Transfer 401k to IRA for Tax Crediting Purposes?
  135. Help!! Recharacterize IRA Question
  136. Roth IRA - Housing costs
  137. Will opening an IRA avoid paying tax
  138. Deduction for funding a pension plan
  139. Maximizing IRA & Roth Advantages while avoiding extra taxes
  140. Mistake on 2010 filing impacting 2011
  141. Roth IRA
  142. IRA distribution before filing or claiming it as deduction
  143. What is the Tax Treatment for ROTH Distributions made from earlier Conversions?
  144. What are considered Qualified ROTH Distributions?
  145. What happens to an Inherited Account when the Owner Dies prior to their Required Beginning Date (RBD) and the beneficiary is other than a Spouse?
  146. What happens to an Inherited Account when the Owner Dies prior to their Required Beginning Date (RBD) and the Spouse is the beneficiary?
  147. What are the Required Minimum Distribution rules for beneficiaries of retirement accounts?
  148. What is the penalty for failure to comply with the Required Minimum Distribution?
  149. What is the Purpose of the Required Minimum Distributions (RMD)?
  150. Can we deduct losses incurred from a ROTH distributions on our Tax Return?
  151. What is a qualified ROTH Distribution that would prevent the imposition of the 10% penalty?
  152. Which Taxpayers would be suitable candidates for the ROTH conversions?
  153. What is the purpose of ROTH Conversions?
  154. Keogh & 401k
  155. IRA Rollover
  156. improper titling of ira
  157. Solo 401(k)
  158. IRA early distribution tax for NV residents
  159. IRA deduction
  160. Desperately searching for an answer -- Roth IRA excess contribution
  161. roth IRA
  162. Roth conversion taxes
  163. Can i use 401k funds to pay tax penalty on late rollover?
  164. NJ taxes on simple IRA
  165. Are SEP contributions allowed when an S Corp. has a loss?
  166. Casing in an IRA
  167. IRA investments
  168. Ira For Lpn
  169. 2010 is also the Year to convert a traditional retirement account into a ROTH IRA!
  170. IRA Beneficiary Distribution Form
  171. Do I need to recharacterize my 2009 Roth COntributions?
  172. closing ira to pay for lasik
  173. Will splitting my ROTH (after conversion from rollover IRA) IRA affect my ability to recharacterize it later?
  174. Form 8606
  175. What are IRA phaseout rules for 2010?
  176. What is a an Early or Premature Distribution?
  177. What is an Individual Retirement Plan?
  178. What is Form 5329 Additional Taxes on Qualified Plans used for?
  179. I opened a brokrage account as IRA
  180. HELP!! Misdirected IRA Contributions
  181. 1099-r
  182. SEP-IRA & Traditional IRA
  183. Retirment $5,500 Catch-Up Provision
  184. 1099-R Distribution to a bank CD Question
  185. 401k multiples entries
  186. 1040A Simiplified Method - Negative Number?
  187. Question re: IRA conversion to roth
  188. Sep in an S Corp
  189. Rollover IRA transfer; reporting on tax forms
  190. Can I take foreign tax credit or deduct taxes paid on foreign investments in IRA?
  191. 401k Distribution
  192. IRA Account & Dividends
  193. Does NJ tax SEP-IRA contributions?
  194. 401k Foreign resident
  195. Am I eligible for ROTH?
  196. What are 2010 Rules for Roth IRAs?
  197. Roth IRA liquidation
  198. What are IRC 457(b) Deferred Compensation Plans?
  199. Inherited IRA distribution
  200. Taking Distribution & Increasing Contribution?
  201. Which taxpayers are eligible for the Retirement Savings Tax Credit?
  202. IRA distribution
  203. ROTH IRA question- NO ONE seems to know the answer to this!
  204. IRA Contribution problem
  205. Foreigner living aborad, investing in a retirement account in the US
  206. Can an IRA characterization be changed??
  207. Top Ten Facts about Taking Early Distributions from Retirement Plans
  208. Ira Withdrawal
  209. Am I eligible to contribute (and how much) to a Roth IRA?
  210. 1099-R distribution code
  211. 401K - Taxes for Foreign Nationals
  212. tax issues related to debt settlement
  213. Audit from the IRS for an IRA distribution
  214. 401k/Non-deductible IRA Question, please
  215. What are the new Indexed Contribution & Benefit Limits for Qualified Plans for 2008?
  216. rollover ira lost value
  217. 401K help Please!
  218. IRA withdrawal penalty for account Beneficiary
  219. What happens if a taxpayer neglects to take a minimum distribution at Age 70 1/2?
  220. What is the minimum withdrawn out of an individual’s IRA account at Age 70 1/2?
  221. What are the rules governing the allowable investments by IRA's?
  222. IRA owned shares of corporation
  223. How does one calculate the tax liability for a premature 401k distribution?
  224. Why Children Aged over 16 should make ROTH IRA Contributions?
  225. Roth IRA – Withdrawal and Penalty
  226. Is purchasing an annuity in an IRA account a good investment strategy?
  227. How much time do I get before I have to rollover my retirement distribution?
  228. Filing Requiremwents
  229. Recharacterization of Roth to Traditional IRA
  230. 1099-Misc Income and IRA
  231. What is the minimum amount that must be withdrawn from an IRA after age 70 1/2?
  232. 401k what form do I need to file with my 1040A?
  233. Will the IRS allow me to make a contribution to both a SEP-IRA and a Roth IRA?
  234. What are the Roth IRA limits for 2007 and 2008?
  235. How long do I have to roll over a retirement distribution?
  236. How are my pension distributions taxed?
  237. If I Use My 401k For A Down Payment On A House And I Sell The House Within 4 Months ?
  238. How one can avoid the 10% penalty for early withdrawal of funds from an IRA?
  239. What is the deadline for the 2006 IRA Contribution?
  240. Dont forget to make an IRA contribution for 2006
  241. Roth Ira
  242. Which is a better pension plan, 401lk or SEP?
  243. 401K - Foreign Country Employees