View Full Version : IRA/Sep

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