Financial Advice Q&A

Showing questions for "IRAs". Show All Questions

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Subject Likes Date
Question

Can we cash out an inherited IRA?

My siblings and I are in the process of settling my mother's estate. We have been instructed to submit applications for an IRA-BDA through t...

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04-11-2014 05:50 PM

Question

Our AGI is too high for Roth IRA contributions. What now?

Dual-military couple with our first child on the way. My wife and I are both 37 and feel very comfortable about our retirement plan. This ye...

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04-09-2014 06:32 AM

Question

My IRA contribution is not deductible, can I undo it?

I recently made a $5000 contribution to my traditional USAA IRA for this tax year. Our tax preparer said it was not deductible due to our in...

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03-19-2014 10:35 AM

Question

What are the tax implications of taking $35k from my IRA at age 66?

Wife and I are retired and both 66 years old. We have an USAA IRA account worth 60K and are wanting to purchase a Travel Trailer new for cas...

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03-10-2014 07:36 PM

Question

How many times can I convert to a Roth IRA?

I have a question about some tax planning. Over the next few years, I am considering roll-over of IRA funds from my Traditional to my Roth i...

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03-03-2014 06:50 PM

Question

Can I make an IRA contribution if I also contributed to my 401(k) at work?

Can I make an IRA contribution for 2013 if I participated in an employer sponsored 401(k)?

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02-18-2014 02:28 PM

Question

What are your IRAs paying?

What is your current interest rate for IRAs?

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02-14-2014 08:58 AM

Question

Can I keep my Roth IRA even though our income is now above the contribution limits?

I started a ROTH IRA when I was a 2LT. I have since been married and our combined family income now exceeds the ROTH IRA limits. Do I need t...

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02-09-2014 09:31 AM

Question

I'm 70 1/2, how much must I pull out of my IRA?

I am turning 70 and 1/2 next week. What percentage must I withdraw from my IRA this year?

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02-05-2014 02:33 PM

Question

What factors should I consider when converting to a Roth IRA?

I'm planning to transfer the funds within a legacy 401K plan (my former employer) to an IRA account at USAA. Then, I'm considering transferr...

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02-04-2014 06:29 PM