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- roth ira conversion: when is it effective?
by kathymurphylane » Tue Sep 07, 2010 9:09 pm - 1 Replies
- 12 Views
- Last post by alan-oniras
Tue Sep 07, 2010 10:07 pm
- roth ira conversion: when is it effective?
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- Special Needs Trust as IRA beneficiary
by roseassets » Tue Sep 07, 2010 4:41 pm - 5 Replies
- 11 Views
- Last post by bsteiner
Tue Sep 07, 2010 9:29 pm
- Special Needs Trust as IRA beneficiary
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- 401K TO ROTH
by chuck.lore » Tue Sep 07, 2010 6:15 pm - 1 Replies
- 14 Views
- Last post by alan-oniras
Tue Sep 07, 2010 6:41 pm
- 401K TO ROTH
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- NUA BASIS
by chuck.lore » Tue Sep 07, 2010 5:15 pm - 1 Replies
- 13 Views
- Last post by alan-oniras
Tue Sep 07, 2010 6:12 pm
- NUA BASIS
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- Practicing in the IRA area
by rkhan_71 » Fri Sep 03, 2010 7:56 pm - 1 Replies
- 45 Views
- Last post by ja
Tue Sep 07, 2010 4:07 pm
- Practicing in the IRA area
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- Qualified Charitable Distribution
by starlight4036 » Mon Sep 06, 2010 8:23 pm - 1 Replies
- 18 Views
- Last post by alan-oniras
Mon Sep 06, 2010 9:01 pm
- Qualified Charitable Distribution
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- Taxable vs. Non-Taxable 401k Distribution
by RWidman » Mon Sep 06, 2010 1:05 pm - 1 Replies
- 32 Views
- Last post by alan-oniras
Mon Sep 06, 2010 7:37 pm
- Taxable vs. Non-Taxable 401k Distribution
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- Spousal waiver fraud question on ERISA protected ret plan
by storybookgroup » Fri Sep 03, 2010 9:44 pm - 1 Replies
- 33 Views
- Last post by alan-oniras
Fri Sep 03, 2010 10:11 pm
- Spousal waiver fraud question on ERISA protected ret plan
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- Who pays IRA Trust taxes?
by shsenter » Tue Aug 31, 2010 8:54 am - 3 Replies
- 74 Views
- Last post by mgtf4cpa
Fri Sep 03, 2010 5:55 pm
- Who pays IRA Trust taxes?
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- IRAs, 403b and earnings limitations 2009/2010
by mhkappagoda » Fri Sep 03, 2010 11:03 am - 1 Replies
- 23 Views
- Last post by alan-oniras
Fri Sep 03, 2010 12:23 pm
- IRAs, 403b and earnings limitations 2009/2010
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- Roth IRA conversion rules
by shawn » Fri Sep 03, 2010 12:25 am - 1 Replies
- 66 Views
- Last post by eczaporea
Fri Sep 03, 2010 9:45 am
- Roth IRA conversion rules
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- 72(t) SEPP Internal Account Change
by petelasvegas » Tue Aug 31, 2010 10:36 pm - 5 Replies
- 56 Views
- Last post by alan-oniras
Thu Sep 02, 2010 10:19 pm
- 72(t) SEPP Internal Account Change
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- Inherited IRA - Is there RMD in year owner (inheritor) dies?
by mkdean » Thu Sep 02, 2010 8:06 pm - 1 Replies
- 36 Views
- Last post by alan-oniras
Thu Sep 02, 2010 9:56 pm
- Inherited IRA - Is there RMD in year owner (inheritor) dies?
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- 5 Yr Wait Period for Conversions
by dabox » Thu Sep 02, 2010 12:11 pm - 5 Replies
- 68 Views
- Last post by dabox
Thu Sep 02, 2010 6:28 pm
- 5 Yr Wait Period for Conversions
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- Owner died before 2010 RMD
by kathy » Thu Sep 02, 2010 9:58 am - 7 Replies
- 59 Views
- Last post by alan-oniras
Thu Sep 02, 2010 4:47 pm
- Owner died before 2010 RMD
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- charity as contingent beneficiary
by rkempen » Thu Sep 02, 2010 9:38 am - 1 Replies
- 24 Views
- Last post by alan-oniras
Thu Sep 02, 2010 2:18 pm
- charity as contingent beneficiary
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- IRA disclaimers
by info » Thu Sep 02, 2010 9:07 am - 2 Replies
- 35 Views
- Last post by alan-oniras
Thu Sep 02, 2010 2:15 pm
- IRA disclaimers
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- pay roll deduction traditional IRA
by snaghshineh » Wed Sep 01, 2010 5:41 pm - 1 Replies
- 28 Views
- Last post by urusei2
Thu Sep 02, 2010 1:34 pm
- pay roll deduction traditional IRA
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- 5yrs. to settle estate
by davis1jd » Tue Aug 31, 2010 11:47 am - 7 Replies
- 73 Views
- Last post by ja
Wed Sep 01, 2010 4:42 pm
- 5yrs. to settle estate
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- Converting after-tax portion of 401(k) to Roth
by monaghpe » Wed Sep 01, 2010 4:10 pm - 1 Replies
- 38 Views
- Last post by alan-oniras
Wed Sep 01, 2010 4:31 pm
- Converting after-tax portion of 401(k) to Roth
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- Gifting Kids and having same kids gift back.
by leachbac » Mon Aug 30, 2010 3:43 pm - 4 Replies
- 81 Views
- Last post by ja
Wed Sep 01, 2010 1:37 pm
- Gifting Kids and having same kids gift back.
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- Excess Rollover
by mhilgenberg » Tue Aug 31, 2010 6:44 pm - 4 Replies
- 28 Views
- Last post by mhilgenberg
Wed Sep 01, 2010 11:23 am
- Excess Rollover
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- Marketing and planning for our next annual conference
by snaghshineh » Wed Sep 01, 2010 9:34 am - 0 Replies
- 22 Views
- Last post by snaghshineh
Wed Sep 01, 2010 9:34 am
- Marketing and planning for our next annual conference
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- Taxation of Roth Conversion
by alanna.crawford » Wed Dec 16, 2009 9:53 am - 7 Replies
- 310 Views
- Last post by hlemieur
Tue Aug 31, 2010 3:46 pm
- Taxation of Roth Conversion
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- Deceased husband 401K to Wife's SEP IRA
by sadkins » Tue Aug 31, 2010 10:58 am - 1 Replies
- 27 Views
- Last post by mgtf4cpa
Tue Aug 31, 2010 3:23 pm
- Deceased husband 401K to Wife's SEP IRA
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- Taxes on Non-deductible IRA contrib's
by jademuth » Sat Jul 24, 2010 2:18 pm - 7 Replies
- 126 Views
- Last post by alan-oniras
Tue Aug 31, 2010 3:01 pm
- Taxes on Non-deductible IRA contrib's
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- MAGI towards a ROTH
by Scooper722 » Tue Aug 31, 2010 2:29 pm - 1 Replies
- 19 Views
- Last post by alan-oniras
Tue Aug 31, 2010 2:49 pm
- MAGI towards a ROTH
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- RMD
by stan » Tue Aug 31, 2010 10:09 am - 1 Replies
- 32 Views
- Last post by alan-oniras
Tue Aug 31, 2010 2:28 pm
- RMD
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- Paymnet of taxes for 2010 Roth conversion
by raburch » Mon Aug 30, 2010 2:40 pm - 4 Replies
- 60 Views
- Last post by raburch
Tue Aug 31, 2010 10:54 am
- Paymnet of taxes for 2010 Roth conversion
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- ROTH IRA funds to purchase a home
by fc » Sun Aug 29, 2010 8:57 pm - 5 Replies
- 37 Views
- Last post by alan-oniras
Mon Aug 30, 2010 10:25 pm
- ROTH IRA funds to purchase a home
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- beneficiary deadline for RMD
by john » Mon Aug 30, 2010 11:35 am - 1 Replies
- 38 Views
- Last post by alan-oniras
Mon Aug 30, 2010 11:54 am
- beneficiary deadline for RMD
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- inherited IRA of inherited IRA
by mkdean » Sun Aug 29, 2010 6:44 pm - 1 Replies
- 59 Views
- Last post by alan-oniras
Sun Aug 29, 2010 7:24 pm
- inherited IRA of inherited IRA
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- Strong Settlement from ROTH IRA
by cwolf » Sat Aug 28, 2010 12:28 pm - 3 Replies
- 61 Views
- Last post by cwolf
Sun Aug 29, 2010 4:18 pm
- Strong Settlement from ROTH IRA
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- GST TAX------GENERATION SKIPPING TAX
by bill » Fri Aug 27, 2010 4:38 pm - 3 Replies
- 48 Views
- Last post by bsteiner
Sat Aug 28, 2010 9:47 pm
- GST TAX------GENERATION SKIPPING TAX
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- 72T withdrawal on a current program 57 or 58 months old
by rwilliams » Fri Aug 27, 2010 4:21 pm - 2 Replies
- 29 Views
- Last post by gfw
Fri Aug 27, 2010 6:50 pm
- 72T withdrawal on a current program 57 or 58 months old
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- IRA in California but a Texas resident
by nene.ragan » Fri Aug 27, 2010 2:28 pm - 1 Replies
- 40 Views
- Last post by alan-oniras
Fri Aug 27, 2010 3:39 pm
- IRA in California but a Texas resident
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- conversion question rmd
by dbauerband » Thu Aug 26, 2010 12:16 pm - 3 Replies
- 65 Views
- Last post by alan-oniras
Thu Aug 26, 2010 9:52 pm
- conversion question rmd
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- treasury and muni bonds tax
by dbauerband » Thu Aug 26, 2010 12:18 pm - 2 Replies
- 36 Views
- Last post by mgtf4cpa
Thu Aug 26, 2010 5:29 pm
- treasury and muni bonds tax
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- voluntary contribution program for fed workers
by davis1jd » Thu Aug 26, 2010 2:34 pm - 1 Replies
- 31 Views
- Last post by alan-oniras
Thu Aug 26, 2010 2:49 pm
- voluntary contribution program for fed workers
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- Roth Recharacterization
by jeffrosecfp » Thu Aug 26, 2010 9:23 am - 1 Replies
- 46 Views
- Last post by alan-oniras
Thu Aug 26, 2010 11:13 am
- Roth Recharacterization
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- NUA
by bill » Thu Aug 26, 2010 8:54 am - 1 Replies
- 32 Views
- Last post by alan-oniras
Thu Aug 26, 2010 10:59 am
- NUA
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- Can an IRA be pledged as a security instrument?
by joefotz » Wed Aug 25, 2010 7:11 pm - 3 Replies
- 51 Views
- Last post by alan-oniras
Wed Aug 25, 2010 9:55 pm
- Can an IRA be pledged as a security instrument?
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- 5 year rule on Roth conversions
by joefotz » Wed Aug 25, 2010 7:50 pm - 3 Replies
- 61 Views
- Last post by alan-oniras
Wed Aug 25, 2010 9:34 pm
- 5 year rule on Roth conversions
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- variable to immediate
by ramos90503 » Sun Aug 22, 2010 5:45 pm - 7 Replies
- 78 Views
- Last post by bsteiner
Wed Aug 25, 2010 4:50 pm
- variable to immediate
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- Trust versus Individual Beneficiary
by todd » Wed Aug 25, 2010 12:48 pm - 1 Replies
- 58 Views
- Last post by bsteiner
Wed Aug 25, 2010 4:46 pm
- Trust versus Individual Beneficiary
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- Post-tax in-service withdrawal
by brian.pugaczewski » Wed Aug 25, 2010 12:05 pm - 1 Replies
- 22 Views
- Last post by alan-oniras
Wed Aug 25, 2010 3:06 pm
- Post-tax in-service withdrawal
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- RMD Rules
by BKuhn » Wed Aug 25, 2010 12:03 pm - 1 Replies
- 42 Views
- Last post by alan-oniras
Wed Aug 25, 2010 2:19 pm
- RMD Rules
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- Fidelity's Findings on 2010 Conversions
by alan-oniras » Wed Aug 25, 2010 2:14 pm - 0 Replies
- 75 Views
- Last post by alan-oniras
Wed Aug 25, 2010 2:14 pm
- Fidelity's Findings on 2010 Conversions
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- Partial conversion of spousal beneficiary IRA to traditional
by tom » Tue Aug 24, 2010 1:40 pm - 3 Replies
- 36 Views
- Last post by alan-oniras
Tue Aug 24, 2010 7:55 pm
- Partial conversion of spousal beneficiary IRA to traditional
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- Extension of r/o period for 1st home dist.
by alanna.crawford » Tue Aug 24, 2010 1:05 pm - 1 Replies
- 19 Views
- Last post by alan-oniras
Tue Aug 24, 2010 1:46 pm
- Extension of r/o period for 1st home dist.
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