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  1. Surviving spouse rollover (0 replies)
  2. Using Roth funds to buy into an IPO? (1 reply)
  3. Which reporting form? (6 replies)
  4. withdrawing IRA proceeds through use of variable annuity (0 replies)
  5. I overcontributed to my 1999 Roth and now I don't know how to report i (0 replies)
  6. Prohibited Transaction? (2 replies)
  7. Q on value of Trad IRA's on Form 8606 (0 replies)
  8. Difference between Recharacterizations and Conversions (3 replies)
  9. 401k to Traditional to Roth Taxes (2 replies)
  10. Reporting Roth Conversions/Recharacterizations (0 replies)
  11. Are Roth contributions allowed with another retirement plan? (1 reply)
  12. New IRA rules? (1 reply)
  13. Recharacterization window closed for good on 1998 conversions? (2 replies)
  14. Tax implications for 1999 conversion to Roth (1 reply)
  15. Transfers from trusts outside the US (0 replies)
  16. Simple plans and annual deferrals. Is there any crossover to 401(k) a (1 reply)
  17. Life Insurance Permissible IRA Investment? (4 replies)
  18. Benefit Valuation Date/Required Minimum Distribution (1 reply)
  19. Roth and day trading (1 reply)
  20. What year was my Roth Conversion 1999 or 2000? (2 replies)
  21. After leaving a job, can I rollover a distribution from a qualified pl (1 reply)
  22. Trustee failed to convert IRA to Roth before year end as promised. (0 replies)
  23. Husband and wife's AGI together is about $180,000. Is this divided in (3 replies)
  24. Husband's AGI is over $100,000, but wife has no income of her own. Do (1 reply)
  25. American Express Financial Advisors (1 reply)
  26. Spouse fired...IRA still Deductible? (4 replies)
  27. can i covert a traditional IRA to a pre-existing contributory Roth IRA (1 reply)
  28. Self-Employed Roth? (0 replies)
  29. Rollover Contribution to ROTH (8 replies)
  30. Roth Beneficiaries (0 replies)
  31. New to investing seeking a bit of advise on Roth.. (4 replies)
  32. Contribution of appreciated stock (1 reply)
  33. Can I undo a Roth IRA contribution if AGI turns out to exceed the limi (1 reply)
  34. If a person 10-year averages a distribution from a 401(k) plan in exce (1 reply)
  35. Can a person file electronically if contributes to a ROTH IRA? (2 replies)
  36. Distributions to multiple beneficiaries of an IRA. (1 reply)
  37. What are the current benefits as well as downside to coversion from a (2 replies)
  38. Roth IRA designation of trust as beneficiary (4 replies)
  39. Roth Tax Question (1 reply)
  40. Regular contributions for 98&99, and Form 5498 (1 reply)
  41. Estimated Tax required on Roth Conversions? (1 reply)
  42. Can a couple have both the traditional ira and the new roth ira? (1 reply)
  43. I converted from IRA to Roth and may have exceeded $100,000 AGI. (1 reply)
  44. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J (50 replies)
  45. Is it permissable to accelerate the remaining 3/4 of my Roth conversio (4 replies)
  46. substantially equal payments (4 replies)
  47. MRD involving both an IRA with funds and a separate IRA annuity -- how (1 reply)
  48. TY1998 with a negative net income and a prematurely-funded Roth IRA ($ (3 replies)
  49. Where to get a "GOOD" Roth IRA (2 replies)
  50. Can an adult use their Roth IRA for their own education? (0 replies)
  51. Alternatives if I have contributed $2000 to a Roth IRA and expect to b (1 reply)
  52. Can I convert this year's contributions in a traditional IRA to a Roth (1 reply)
  53. Contribution vs. Conversion Rules (8 replies)
  54. What choices does an IRA holder have in investments. (0 replies)
  55. "Commingling" plan's retirement and death benefits in a sing (0 replies)
  56. Maximum income level for Roth IRA include capital gains from trading s (5 replies)
  57. Payroll Deduction Roth IRA's (1 reply)
  58. Using a series of partial Roth Conversions to stay within low marginal (1 reply)
  59. Following up on my first question - if short term gains count towards (1 reply)
  60. Determining Income that qualifies for ROTH IRA contribution (1 reply)
  61. Can substantially equal payments be larger? (27 replies)
  62. Will conversion to Roth satisfy age 70 1/2 RMD for that year? (1 reply)
  63. MRD after death of spouse (2 replies)
  64. Sale of Stock in a Roth IRA (2 replies)
  65. Inherited IRA and Estate Taxes (2 replies)
  66. Roth IRA for a Child (3 replies)
  67. Are Roth IRA's protected from creditors (4 replies)
  68. Recharacterization of this year's contribution (0 replies)
  69. large ira conversion-substantailly equal periodic payments started (3 replies)
  70. Rollover of spouse's IRA after RBD (1 reply)
  71. Age 59.42 Rollover (4 replies)
  72. how to find out if Roth IRA's are protected from creditors in my state (2 replies)
  73. Contribute to a Conversion Roth? (4 replies)
  74. Fidelity IRA Time Bomb! (3 replies)
  75. ROTH Conversion 1/99, est. 1999 AGI $100,700 - can my Employer Defer m (1 reply)
  76. Substantially Equal Payments (1 reply)
  77. Future Conversion of SIMPLE to Roth (0 replies)
  78. Does anyone know what mortality tables are used to generate the life e (2 replies)
  79. Prohibited transaction? (2 replies)
  80. Income Taxes on IRA distributions (1 reply)
  81. Pension investment from the UK (1 reply)
  82. Calculating Income from Excess Contrib. (1 reply)
  83. Timing of Roth contributions - can I send in $2,000 on Jan 1st, 2000 ( (3 replies)
  84. After required beginning date, can participant roll over funds from qu (0 replies)
  85. Roth IRA penalties... (1 reply)
  86. Finanical Aid Consequences of a Roth IRA (0 replies)
  87. Roth recharacterization by executor (4 replies)
  88. Rollovers From International Retirement Plans (1 reply)
  89. Deadline to amend a prototype IRA (0 replies)
  90. using an IRA for start-up capital? (8 replies)
  91. ROTH IRA APARTMENT BUILDING INVESTMENT (4 replies)
  92. Same Owner / Multiple IRA Advantages? (8 replies)
  93. 72t exceptions (1 reply)
  94. Roth IRA Rules (2 replies)
  95. Combining conversion & contribatory Roth IRAs (1 reply)
  96. can I convert from a 401k to a Roth without penalties?? (1 reply)
  97. Yr 2000 Roth contribution date (1 reply)
  98. Using trusts as Roth IRA beneficiary (3 replies)
  99. IRA as qualified trust for ERISA Plans at death (0 replies)
  100. Simple Roth IRA Question (1 reply)
  101. recharaterizing a roth if 1988 return was filed Aug 16th, still time? (5 replies)
  102. Beneficiary naming Benficiary (8 replies)
  103. Minimum Required Distribution in year of death (1 reply)
  104. Traditional to Roth (15 replies)
  105. IRS News Release- Extending deadline for recharacterizations... (0 replies)
  106. Converting to a Roth IRA (5 replies)
  107. 401(k) to Rollover to Roth (4 replies)
  108. Minimum age to contribute to Roth IRA (1 reply)
  109. TAX PROBLEMS ARISING WHEN SURVIVING SPOUSE BECOMES SOLE OWNER AND BENE (1 reply)
  110. educational savings with roths (5 replies)
  111. Trust as the Beneficiary of an IRA (3 replies)
  112. Can I contribute to both a Roth and SIMPLE IRA in the same year? (1 reply)
  113. Pre-59 1/2 "Reasonable" Interest Rate (3 replies)
  114. IRA Distribution Calculation Software (5 replies)
  115. TIN's and IRA's (1 reply)
  116. IRA Distribution Options (9 replies)
  117. Best place to open a Roth? (3 replies)
  118. 401k distributions due to termination (2 replies)
  119. Disclaimers and RMD distributions (3 replies)
  120. ROTH IRA for expat (0 replies)
  121. Using Roth for college expense planning (2 replies)
  122. RMD and QDOTs (2 replies)
  123. Roth IRA (3 replies)
  124. Recharacterized - how many? (6 replies)
  125. Roth IRA vs. IRA (2 replies)
  126. Beef to ROTH ? (1 reply)
  127. Opening a Roth (2 replies)
  128. Wisconsin Divorce Laws/Beneficiary (2 replies)
  129. IRA Beneficiaries and second marriages (1 reply)
  130. Of QVECs, VDECs and Minimum Distributions (0 replies)
  131. mechanics of converting to Roth IRA (2 replies)
  132. IRA providers (1 reply)
  133. Minor ROTH IRAs (1 reply)
  134. Roth IRA Estimated Tax & Penalties (2 replies)
  135. Refusing to be benefitiary ? (1 reply)
  136. Roth deduction for Home Purchase question (1 reply)
  137. Beneficial IRA distributions (3 replies)
  138. Reconversion (7 replies)
  139. Roth Reconversion? (1 reply)
  140. December 1998 full conversion with shares ex-distribution payable 1/99 (3 replies)
  141. Opening a Roth IRA (1 reply)
  142. Termination of SIMPLE IRA (2 replies)
  143. Distribution and conversion reported in different tax years. (1 reply)
  144. Multiple IRA beneficiaries (1 reply)
  145. Partial Conversions (2 replies)
  146. 1998 Recharacterization Question/problem (1 reply)
  147. IRA death distributions (6 replies)
  148. Roth Recharacterization Question. (4 replies)
  149. Another Roth Recharacterization (0 replies)
  150. Taxation at Death for a ROTH IRA (1 reply)
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