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IRA and Roth IRA

IRA and Roth IRA Commentaries
Date Subject Title
08/23/11 Excess Contribs. Excess Contribs. in IRAs and QPs
08/05/11 Inherited IRA Inherited IRA Rules
07/15/11 Credit. Protection Creditor Protection Rules
01/25/11 2011 In-Plan Roth Rollover Rules for 2011
11/07/11 Charitable Donat. Charitable Donation from IRA Revived
12/08/10 Notice 2010-84 In-Plan Roth Rollover Guidance
11/12/10 Distributions Roth Distribution Ordering Rules
08/05/10 RMD Failures RMD Failures and Correction Methods
07/23/10 Bankruptcy Law Bankruptcy and IRA Rules
03/11/10 Roth Conversion Roth Conversion Benefits
02/25/10 Roth Conversion Roth Conversion Tips

02/05/10

Roth Conversion

Roth Conversion 1099-R Reporting

01/19/10 Roth Conversion Roth IRA Recharacterization
01/19/07 Notice 2007-7 Distributions Donated to Charity
 

IRA and Roth IRA FAQs
Date Subject
10/30/09 Conversions in 2010
06/05/09 Roth 401(k) Rollover to Roth IRA

12/06/07

Nonspouse Direct Roll 401(k) Roth to Inherited Roth IRA?

07/13/07 Roth Prototype IRA Amendments

06/09/05

SEP and SIMPLE IRA In Bankruptcy Estate

08/23/07

Conversion of Traditional IRA to Roth IRA, AGI Limit?

08/23/07

Designated Roth Rollover to Roth IRA < & > 70½

08/06/04 After-tax IRA Example

02/06/03

Deemed IRA, Loan or Insurance?

 

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