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  1. Convert from 401k then contribute, or vice versa, or does it matter? (1 reply)
  2. URGENT,REWARD: HOW TO PUT LAND IN ROTH IRA? (6 replies)
  3. Roth qualifications based on earn income and stock income (7 replies)
  4. IRA Mandatory Distribution (1 reply)
  5. Eligibility for Roth IRA when filing status is married filing separate (1 reply)
  6. Required Distributions for Beneficiaries (4 replies)
  7. Tax-free rollover eligibility? (2 replies)
  8. Do profits from stocks count as income. (2 replies)
  9. should I always recharacterize Roth contributions just before tax seas (1 reply)
  10. How to calculate early IRA withdrawals? (4 replies)
  11. conversion timing (1 reply)
  12. i'm a 28 yo med student with sizable loans should i open up a roth (3 replies)
  13. Which IRA to save for home purchase? (6 replies)
  14. early withdrawal of a roth for home purchase (3 replies)
  15. Relationship of child's Roth conversion to parent (1 reply)
  16. IRA beneficiary designation in conflict (1 reply)
  17. Early Roth withdrawl, what are the penalties? (7 replies)
  18. Roth IRA vs Traditional IRA (1 reply)
  19. Roth, daytrading, and Taxes (1 reply)
  20. Failed to recharacterize Roth before 12/31/99 (1 reply)
  21. Conversion of SEP/IRA accounts (5 replies)
  22. Roth IRA - can it invest in startup company? (1 reply)
  23. Taxable IRA Distributions (1 reply)
  24. Rollover 401(k) to Roth IRA (7 replies)
  25. conversion from ira to roth ira, what is maximum AGI limit (1 reply)
  26. Roth Contribution - Basis exceeds FMV (0 replies)
  27. Roth Contribution Totals (2 replies)
  28. Roth to Traditional conversion not completed for 1998 (1 reply)
  29. ROTH TRANSFERS WITHIN SAME FUND COMPANY (1 reply)
  30. Roth contribution without earned income - Help! (1 reply)
  31. how to unwind contributions when AGI too high? (1 reply)
  32. Establish ROTH IRA for minor child (6 replies)
  33. Fiscal year or calendar year? (1 reply)
  34. Conversion and contribution in same year - allowed? (2 replies)
  35. What if we exceed the AGI amount? (4 replies)
  36. roth ira contributions (1 reply)
  37. IRA early withdrawing without penality? (3 replies)
  38. Charitable Remainder Trust as Beneficiary (1 reply)
  39. Annuity to IRA - first time homebuyer downpayment (1 reply)
  40. 1999 Recharacterization of 1998 Roth conversion--How to file? (2 replies)
  41. Need addl. tax form for 1998 Roth IRA? (1 reply)
  42. Tax Implications of a ROTH IRA Conversion (2 replies)
  43. Roth IRA vs. Education IRA (3 replies)
  44. roth ira and the children (2 replies)
  45. Five Year Period required after Roth Conversion? (1 reply)
  46. Just discovered 1998 Roth conversion was not completed. (1 reply)
  47. IRA COnversion to Roth (3 replies)
  48. Need Help to Correct A Conversion Error (1 reply)
  49. Combining Roth IRA and Roth Conversion (7 replies)
  50. 1999 Recharacterization of 1998 IRA Conversion (4 replies)
  51. Recharacterization of part of Roth IRA contributions? (1 reply)
  52. Penalty on early distribution (0 replies)
  53. Eligibility for ROTH IRA (0 replies)
  54. Minimum distributions from annuity contracts into a Roth. (4 replies)
  55. FRUSTRATING-help! How about the basics??? (8 replies)
  56. Questions about Roth IRA's (3 replies)
  57. SEPP prior to age 45 (2 replies)
  58. Excessive Roth contributions? (2 replies)
  59. Calculating Excess Roth Contributions??? (1 reply)
  60. Questions about IRA conversion and 401K rollover (2 replies)
  61. Form 1099-R sent in error? (3 replies)
  62. Transfer After-Tax Retirement Funds to Roth? (1 reply)
  63. One or Two accounts? (2 replies)
  64. Roth IRA redemption for 1st time home-buyer (0 replies)
  65. Minimum Deposit Required for ROTH (1 reply)
  66. Recharacterization of Roth Conversion (1 reply)
  67. too many IRA's (2 replies)
  68. Roth IRA versus Mutual Fund for College Exp. (1 reply)
  69. Out of $ to pay tax installment due because of 98 conversion. (2 replies)
  70. May a non-resident contribute to Roth IRA? (1 reply)
  71. IRA for Minors Overseas (1 reply)
  72. Do I report my Roth contributions on Form 8606? (1 reply)
  73. Undoing ROTH conversion (3 replies)
  74. Incapacity of IRA Owner (1 reply)
  75. Who can make contributions? (1 reply)
  76. Need help rolling retirement funds to roth (2 replies)
  77. HELP!! I guess it is time for me to buy an IRA (Roth). Which do I buy (5 replies)
  78. Contributing to a Roth IRA from overseas earnings (1 reply)
  79. Rollover from 401 to Roth (1 reply)
  80. The Roth IRA 5 Year waiting period Start Date (2 replies)
  81. Roth IRA Beneficiary Designation (1 reply)
  82. Rollover of "in kind" distribution (1 reply)
  83. Timing of Roth Contribution (5 replies)
  84. plan not allow bene take RMD over life. (4 replies)
  85. RMD Deadline (1 reply)
  86. Beneficiary wants to name a beneficiary for IRA (5 replies)
  87. Surviving spouse rollover (0 replies)
  88. Using Roth funds to buy into an IPO? (1 reply)
  89. Which reporting form? (6 replies)
  90. withdrawing IRA proceeds through use of variable annuity (0 replies)
  91. I overcontributed to my 1999 Roth and now I don't know how to report i (0 replies)
  92. Prohibited Transaction? (2 replies)
  93. Q on value of Trad IRA's on Form 8606 (0 replies)
  94. Difference between Recharacterizations and Conversions (3 replies)
  95. 401k to Traditional to Roth Taxes (2 replies)
  96. Reporting Roth Conversions/Recharacterizations (0 replies)
  97. Are Roth contributions allowed with another retirement plan? (1 reply)
  98. New IRA rules? (1 reply)
  99. Recharacterization window closed for good on 1998 conversions? (2 replies)
  100. Tax implications for 1999 conversion to Roth (1 reply)
  101. Transfers from trusts outside the US (0 replies)
  102. Simple plans and annual deferrals. Is there any crossover to 401(k) a (1 reply)
  103. Life Insurance Permissible IRA Investment? (4 replies)
  104. Benefit Valuation Date/Required Minimum Distribution (1 reply)
  105. Roth and day trading (1 reply)
  106. What year was my Roth Conversion 1999 or 2000? (2 replies)
  107. After leaving a job, can I rollover a distribution from a qualified pl (1 reply)
  108. Trustee failed to convert IRA to Roth before year end as promised. (0 replies)
  109. Husband and wife's AGI together is about $180,000. Is this divided in (3 replies)
  110. Husband's AGI is over $100,000, but wife has no income of her own. Do (1 reply)
  111. American Express Financial Advisors (1 reply)
  112. Spouse fired...IRA still Deductible? (4 replies)
  113. can i covert a traditional IRA to a pre-existing contributory Roth IRA (1 reply)
  114. Self-Employed Roth? (0 replies)
  115. Rollover Contribution to ROTH (8 replies)
  116. Roth Beneficiaries (0 replies)
  117. New to investing seeking a bit of advise on Roth.. (4 replies)
  118. Contribution of appreciated stock (1 reply)
  119. Can I undo a Roth IRA contribution if AGI turns out to exceed the limi (1 reply)
  120. If a person 10-year averages a distribution from a 401(k) plan in exce (1 reply)
  121. Can a person file electronically if contributes to a ROTH IRA? (2 replies)
  122. Distributions to multiple beneficiaries of an IRA. (1 reply)
  123. What are the current benefits as well as downside to coversion from a (2 replies)
  124. Roth IRA designation of trust as beneficiary (4 replies)
  125. Roth Tax Question (1 reply)
  126. Regular contributions for 98&99, and Form 5498 (1 reply)
  127. Estimated Tax required on Roth Conversions? (1 reply)
  128. Can a couple have both the traditional ira and the new roth ira? (1 reply)
  129. I converted from IRA to Roth and may have exceeded $100,000 AGI. (1 reply)
  130. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J (50 replies)
  131. Is it permissable to accelerate the remaining 3/4 of my Roth conversio (4 replies)
  132. substantially equal payments (4 replies)
  133. MRD involving both an IRA with funds and a separate IRA annuity -- how (1 reply)
  134. TY1998 with a negative net income and a prematurely-funded Roth IRA ($ (3 replies)
  135. Where to get a "GOOD" Roth IRA (2 replies)
  136. Can an adult use their Roth IRA for their own education? (0 replies)
  137. Alternatives if I have contributed $2000 to a Roth IRA and expect to b (1 reply)
  138. Can I convert this year's contributions in a traditional IRA to a Roth (1 reply)
  139. Contribution vs. Conversion Rules (8 replies)
  140. What choices does an IRA holder have in investments. (0 replies)
  141. "Commingling" plan's retirement and death benefits in a sing (0 replies)
  142. Maximum income level for Roth IRA include capital gains from trading s (5 replies)
  143. Payroll Deduction Roth IRA's (1 reply)
  144. Using a series of partial Roth Conversions to stay within low marginal (1 reply)
  145. Following up on my first question - if short term gains count towards (1 reply)
  146. Determining Income that qualifies for ROTH IRA contribution (1 reply)
  147. Can substantially equal payments be larger? (27 replies)
  148. Will conversion to Roth satisfy age 70 1/2 RMD for that year? (1 reply)
  149. MRD after death of spouse (2 replies)
  150. Sale of Stock in a Roth IRA (2 replies)
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