Skip to Content

Traditional IRAs - FAQs

Can I contribute $4,000 to my Traditional IRA and an additional $4,000 to my Roth IRA?
Can I split my IRA contribution between my two Traditional IRAs?
I am 39 years old, and eligible to make a contribution of up to $ 2,000 to a Roth IRA. Can I contribute the difference to a Traditional IRA?
If I make a contribution to my Traditional IRA and find out that I am ineligible to deduct the amount how can I have it reversed and.......
What is the deadline for recharacterizing my IRA contribution?
An individual has two traditional IRAs and a SEP IRA. The SEP IRA has only pre-tax amounts.One of the traditional IRAs includes rollovers of........
An individual inherited an IRA from her father, and had been taking distributions over her single life expectancy. She named her son as the beneficiary
An individual is ineligible to deduct his traditional IRA contribution, and has decided to make a nondeductible contribution.
An individual started a SEPP / 72(t) program from his IRA three years ago, now it's busted...
Are the distribution options for Roth IRAs the same as those that apply to a Traditional IRA?
Are there any exceptions that would allow me to receive plan benefits and not considered an active participant?
Assuming I am eligible to make withdrawals from my qualified plan or 403(b) account, can I rollover the withdrawn amounts to my IRA?
Can and RMD be Rolled Over?
Can I Avoid Taking RMDs?
Can I claim the Saver’s Credit and still take a deduction for my Traditional IRA contribution?
Can I establish a joint-IRA for my wife and me?
Can I recharacterize only a percentage of the contribution I made to my Traditional IRA?
Can I Roll-Over an Inherited IRA?
Can I rollover my IRA to my 403(b) so as not to take RMD amounts?
Can I Rollover or transfer an Inherited IRA?
Can I take the deduction for my Traditional IRA contribution and still receive the Saver’s Credit?
Can my client use the five-year rule to take distributions from the IRA? The owner was age 80 when he died
Does a one month 401(k) contribution make me an active participant
Does the absence of the decedent's name in an inherited IRA, invalidate the inherited IRA?
Does the early distribution penalty apply to distributions from inherited IRA?
From 401(k) to IRA. Is this a rollover or a transfer?
How do I calculate the NIA on the amount being recharacterized?
How do I report amount withhled for taxes?
How does a spouse beneficiary elect to treat the inherited IRA assets as his/her ‘own’?
How does an individual determine if he is an active participant?