IRAs and Roth IRAs

3,118 topics in this forum

1. Moving money to another Roth IRA

   By Guest CarKeys, January 5, 2008
   • 10 replies
   • 57.1k views
   • 
   • Guest
   • February 18, 2008

2. Minimum age for start of Roth IRA?

   By tuni88, July 5, 2011
   • 16 replies
   • 36.4k views
   • 
   • Guest
   • July 22, 2011

3. 18-year old starting (Roth) IRA?

   By Guest Freestyla, April 27, 2008
   • 14 replies
   • 33.5k views
   • 
   • Run4life
   • July 26, 2020

4. buying and selling within Roth IRA

   By Guest rotherford, January 26, 2006
   • 10 replies
   • 28.8k views
   • 
   • John G
   • January 31, 2006

5. What is the definition of 59.5?

   By Guest Fishchick, June 28, 2002
   • 7 replies
   • 26k views
   • 
   • JAMES PATRICK
   • July 3, 2002

6. IRA for non-US citizens? and other questions.

   By Guest andrewg, April 2, 1999
   • 5 replies
   • 23.3k views
   • 
   • Guest
   • April 3, 1999

7. Sell taxable investments to fund Roth IRA?

   By Guest ctfudge07, November 12, 2007
   • 13 replies
   • 22.1k views
   • 
   • John G
   • April 16, 2010

8. Withdrawal, re-deposit of IRA within 60 days...

   By Guest Carl C, August 11, 2004
   • 4 replies
   • 18.2k views
   • 
   • Belgarath
   • August 11, 2004

9. Can I have more than 1 Roth IRA?

   By Guest Tyster, February 3, 2007
   • 4 replies
   • 18.1k views
   • 
   • John G
   • February 5, 2007

10. Same year contribution and withdrawal (traditional IRA)

    By Guest Soma, November 22, 2008
    • 2 replies
    • 15.9k views
    • 
    • Guest
    • November 24, 2008

11. Exercise ISO stock options in a Roth?

    By Guest Rickthetech, August 27, 2002
    • 13 replies
    • 15.7k views
    • 
    • John G
    • February 15, 2009

12. Proof of Disability for IRA premature Distribution

    By Guest lavander30, July 15, 2002
    • 3 replies
    • 15.6k views
    • 
    • Guest
    • July 16, 2002

13. IRA "income" for Section 8 Federally Subsidized Housing

    By Guest Jack Kapouch, June 27, 2000
    • 1 reply
    • 14.8k views
    • 
    • John Olsen
    • June 27, 2000

14. Can I rollover a non-qualified annuity to an IRA?

    By Guest jeremiahtu, February 3, 2007
    • 2 replies
    • 14.1k views
    • 
    • Bird
    • February 6, 2007

15. RMD and death in year one turns 70.5 1 2

    By Guest BruceC, October 22, 2008
    • 66 replies
    • 13.7k views
    • 
    • Guest
    • November 5, 2008

16. Incorrect year designation on Roth IRA

    By Guest Ranbo, March 13, 2006
    • 13 replies
    • 13k views
    • 
    • Guest
    • June 13, 2007

17. Lost IRA info

    By Guest tfisht33, September 24, 2008
    • 15 replies
    • 12.6k views
    • 
    • JanetM
    • October 9, 2008

18. changing funds within Roth IRA?

    By Guest mrbutterpie, September 21, 2006
    • 6 replies
    • 12.2k views
    • 
    • John G
    • October 2, 2006

19. Non-taxable settlement money is not earned income for Roth IRA purpose

    By Guest gpero, October 26, 2000
    • 5 replies
    • 12.1k views
    • 
    • david rigby
    • January 28, 2018

20. What happens if the IRA administrator or custodian goes bankrupt?

    By Guest sysman, October 21, 2008
    • 6 replies
    • 11.8k views
    • 
    • Guest
    • October 23, 2008

21. FundSource from Wachovia

    By Guest deathtaxesnoles, February 24, 2004
    • 12 replies
    • 11.2k views
    • 
    • John G
    • February 28, 2004

22. Beneficiary change on IRA without owner's consent

    By Guest FAB, September 1, 2010
    • 27 replies
    • 10.4k views
    • 
    • John G
    • May 12, 2014

23. Can an IRA be closed for lack of activity?

    By oriecat, October 19, 2009
    • 9 replies
    • 10.2k views
    • 
    • oriecat
    • October 21, 2009

24. IRA annuity and IRA account and RMD

    By Guest CJA, May 29, 2008
    • 11 replies
    • 10.2k views
    • 
    • masteff
    • June 19, 2014

25. Personal Guaranty Creates Prohibited Transaction? 1 2

    By Guest tschotland, July 22, 2008
    • 71 replies
    • 10.2k views
    • 
    • Guest
    • August 8, 2008

26. No beneficiary named under a Traditional IRA, but the spouse is the sole beneficiary and the executor of the estate

    By katieinny, November 18, 2010
    • 7 replies
    • 10.1k views
    • 
    • John G
    • January 6, 2011

27. RMD after RBD and after death

    By Guest Jeanne, August 14, 2003
    • 13 replies
    • 9.9k views
    • 
    • Mary Kay Foss
    • September 13, 2003

28. Supplemental Roth IRA - need help getting started

    By Guest Spicoli, August 11, 2008
    • 12 replies
    • 9.8k views
    • 
    • K2retire
    • August 20, 2008

29. Individual Stocks/Stock Options from ROTH IRA account

    By Guest investorforlife, January 13, 2004
    • 28 replies
    • 9.8k views
    • 
    • John G
    • February 14, 2004

30. are IRA's subject to creditors?

    By Lori H, May 10, 2007
    • 11 replies
    • 9.7k views
    • 
    • mbozek
    • September 9, 2009

31. IRA division on divorce requiring Letter of Instruction

    By Guest QDROs, May 11, 2007
    • 4 replies
    • 9.5k views
    • 
    • J Simmons
    • May 12, 2007

32. Margin Account OK for Roth?

    By Guest mischaf2, March 26, 2007
    • 3 replies
    • 9.4k views
    • 
    • John G
    • March 27, 2007

33. Short Selling in IRA / Profit Sharing Plan

    By Guest tschotland, July 22, 2008
    • 7 replies
    • 9.1k views
    • 
    • Guest
    • July 24, 2008

34. Contribution to an IRA After Death

    By Guest richardl, March 15, 2004
    • 6 replies
    • 9.1k views
    • 
    • Appleby
    • March 18, 2004

35. roth ira and home improvements

    By Guest nae, May 8, 2005
    • 6 replies
    • 9k views
    • 
    • John G
    • May 25, 2005

36. Using this years capital losses as an offset to traditional IRA gains

    By Guest dmg1541, December 2, 2000
    • 5 replies
    • 8.9k views
    • 
    • John G
    • December 3, 2000

37. Front-end fee?

    By Guest socjo1976, March 23, 2007
    • 4 replies
    • 8.9k views
    • 
    • John G
    • March 28, 2007

38. IRA all in Real Estate How does he pay RMD?

    By Jim Chad, December 15, 2011
    • 19 replies
    • 8.8k views
    • 
    • Guest
    • January 6, 2012

39. Roth conversion BEFORE age 59 1/2 subject to 10% penalty ?

    By Guest allancoleman, November 5, 2009
    • 2 replies
    • 8.7k views
    • 
    • jevd
    • November 5, 2009

40. Why does the value of my Roth IRA keep going down?

    By Guest Barb Hokel, October 25, 2000
    • 5 replies
    • 8.6k views
    • 
    • Guest
    • October 26, 2000

41. IRA lawsuit and settlement proceeds

    By Guest ericbr, April 23, 2003
    • 7 replies
    • 8.6k views
    • 
    • Appleby
    • April 30, 2003

42. Transfer incident to divorce under 408(d)(6) from an inherited IRA of a non-spouse beneficiary to his/her spouse/ex-spouse IRA

    By jevd, May 19, 2004
    • 15 replies
    • 8.5k views
    • 
    • mbozek
    • June 3, 2004

43. Rollover by Spouse after Death of IRA Owner

    By Francis, April 19, 2007
    • 3 replies
    • 8.4k views
    • 
    • Appleby
    • April 19, 2007

44. Roth IRA double contributions in one year error

    By Guest flyboy73, February 2, 2013
    • 12 replies
    • 8.3k views
    • 
    • mbozek
    • February 25, 2013

45. Employer's Profit Share plan cause IRA to not be deductible?

    By Guest bayinsure, March 27, 2007
    • 27 replies
    • 8.3k views
    • 
    • Guest
    • July 10, 2007

46. What happens if you lose money with your ROTH IRA Account?

    By Guest Groundid, April 23, 2004
    • 9 replies
    • 8.2k views
    • 
    • John G
    • May 3, 2004

47. Rollover IRA - Tax and Penalty on Excess Contributions

    By Guest garvey_agg, June 26, 2001
    • 8 replies
    • 7.9k views
    • 
    • Guest
    • July 3, 2001

48. RMD and divorce

    By Guest LLGCPA, July 6, 2011
    • 13 replies
    • 7.9k views
    • 
    • John G
    • July 20, 2011

49. Employer Contributions to IRA

    By Guest Thomas2006, May 2, 2007
    • 3 replies
    • 7.8k views
    • 
    • Guest
    • May 3, 2007

50. Returning funds to traditional IRA

    By Mark G, June 30, 2024
    • 8 replies
    • 7.8k views
    • 
    • Mark G
    • July 5, 2024