IRAs and Roth IRAs

3,118 topics in this forum

1. IRA and beneficiary designation

   By Guest eazycool, December 10, 2004
   • 6 replies
   • 3.3k views
   • 
   • mbozek
   • December 28, 2004

2. Guidelines on Roth inheritance planning for 30/40 somethings.

   By John G, March 28, 1999
   • 6 replies
   • 1.5k views
   • 
   • John G
   • April 3, 1999

3. Does each account have its own clock?

   By Guest Everett, April 1, 1999
   • 6 replies
   • 1.4k views
   • 
   • Guest
   • April 6, 1999

4. conversion of ira to roth

   By Guest Dan Shea, September 14, 1998
   • 6 replies
   • 3k views
   • 
   • Guest
   • October 21, 1998

5. What custodians have low or no annual fees?

   By John G, March 21, 2004
   • 6 replies
   • 4.7k views
   • 
   • John G
   • March 19, 2009

6. Which reporting form?

   By Guest Paul McDonald, February 1, 2000
   • 6 replies
   • 1.8k views
   • 
   • BPickerCPA
   • February 3, 2000

7. avoidance of 59 1/2 penalty

   By wsp, November 16, 2005
   • 6 replies
   • 2k views
   • 
   • jevd
   • November 17, 2005

8. Vanguard Target Retirement Funds

   By Guest Gracey, May 4, 2007
   • 6 replies
   • 2.3k views
   • 
   • Guest
   • May 9, 2007

9. For an IRA, does a custodian require (or permit) a spouse’s consent to a beneficiary designation?

   By Peter Gulia, February 9, 2021   

   • beneficiary designation; community property
   • 6 replies
   • 1.7k views
   • 
   • Peter Gulia
   • February 18, 2021

10. Open IRA for 10 year old?>

    By Guest barry myster, July 7, 2007
    • 6 replies
    • 2.2k views
    • 
    • John G
    • July 14, 2007

11. Missed RMD

    By Lou S., March 28, 2011
    • 6 replies
    • 3.1k views
    • 
    • Lou S.
    • March 29, 2011

12. Can you open a Roth if you contribute to your company 401(k)?

    By FundeK, April 8, 2004
    • 6 replies
    • 1.8k views
    • 
    • Appleby
    • April 9, 2004

13. Converting to a ROTH in 2011?

    By Lori H, June 23, 2011
    • 6 replies
    • 1.8k views
    • 
    • Guest
    • September 16, 2011

14. 401k tax

    By Guest luuuliu, July 31, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 1, 2001

15. Can a trust establish an IRA?

    By Kathy, April 16, 1999
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • April 21, 1999

16. IRA dollar maximum?

    By Guest Mac Lewis, April 20, 1999
    • 6 replies
    • 1.4k views
    • 
    • Guest
    • April 24, 1999

17. RMD from a Tax Deferred Annuity

    By dmb, August 1, 2001
    • 6 replies
    • 4.9k views
    • 
    • jlf
    • August 6, 2001

18. IRA CONTRIBUTIONS

    By Felicia, July 6, 2000
    • 5 replies
    • 2k views
    • 
    • papogi
    • May 24, 2004

19. §408(d)(6)/§71(b)(2)(A) Issue

    By chris, May 13, 2008
    • 5 replies
    • 2.7k views
    • 
    • chris
    • May 14, 2008

20. Who pays income tax on RMD payment from inherited IRA?

    By Guest JulieT, October 25, 2001
    • 5 replies
    • 4.8k views
    • 
    • BPickerCPA
    • October 26, 2001

21. Do I pay taxes on Contributory ROTH or not??

    By Guest jw2, March 20, 2002
    • 5 replies
    • 1.9k views
    • 
    • John G
    • March 21, 2002

22. What's a Roth IRA invested in?

    By Guest BonnScott, August 1, 2003
    • 5 replies
    • 1.7k views
    • 
    • dh003i
    • August 1, 2003

23. Deemed IRAs in unregistered products

    By Guest Karen Givens, August 6, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • August 11, 2004

24. Equities: Oct to July stats

    By John G, August 1, 2003
    • 5 replies
    • 1.4k views
    • 
    • John G
    • August 3, 2003

25. IRA Rolled over to Qualified Plan

    By Guest PensionAdministrator, July 14, 2003
    • 5 replies
    • 1.8k views
    • 
    • katieinny
    • July 24, 2003

26. A beginner's(also a Non-PR) question about ROTH IRA

    By Guest tonyzhao, January 11, 2005
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • January 21, 2005

27. non-spouse rollover

    By Guest lskin, June 8, 2006
    • 5 replies
    • 1.6k views
    • 
    • Guest
    • June 9, 2006

28. Please help early roth ira withdrawl

    By Guest gemski, January 11, 2005
    • 5 replies
    • 1.4k views
    • 
    • Demosthenes
    • January 14, 2005

29. IRA with IRS refund

    By Guest cwilliams2121, February 15, 2006
    • 5 replies
    • 2.2k views
    • 
    • saabraa
    • February 16, 2006

30. Contributions that bypass IRA trustee and go directly to mutual funds

    By Guest T Hoffman, May 21, 1999
    • 5 replies
    • 1.4k views
    • 
    • Guest
    • May 24, 1999

31. Legal fees from an IRA

    By Guest ladycpa, December 3, 2002
    • 5 replies
    • 4.7k views
    • 
    • mbozek
    • December 4, 2002

32. Roth IRAs and non-US investors

    By Guest Ric310, April 2, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • April 7, 2005

33. Should I invest in Non Deductible IRA - HELP!

    By Guest APOPOO, March 14, 2006
    • 5 replies
    • 1.8k views
    • 
    • John G
    • March 14, 2006

34. Roth IRA for Kids

    By John G, March 30, 2015
    • 5 replies
    • 5.5k views
    • 
    • Lou S.
    • November 3, 2015

35. 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

36. WANT TO OPEN A ROTH IRA account

    By Guest xmanpr, October 28, 2002
    • 5 replies
    • 1.3k views
    • 
    • John G
    • October 30, 2002

37. Name Change On IRA>

    By Guest Bobbysax, January 3, 2007
    • 5 replies
    • 2k views
    • 
    • JanetM
    • January 9, 2007

38. Roth excess contributions - withdraw or recharacterize?

    By Guest alb, March 13, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 16, 2005

39. Question about withdrawal for reasons other than medical or college ex

    By Guest, October 26, 2000
    • 5 replies
    • 1.7k views
    • 
    • John G
    • October 27, 2000

40. Stocks or Funds for 25 year starter?

    By Guest shaselai, January 3, 2007
    • 5 replies
    • 1.5k views
    • 
    • John G
    • January 4, 2007

41. Mistakenly opened IRA

    By Guest Rcrich, March 28, 2014
    • 5 replies
    • 4.9k views
    • 
    • masteff
    • March 29, 2014

42. Outlawing Recharacterizations

    By OxLobber, December 8, 2017
    • 5 replies
    • 768 views
    • 
    • XTitan
    • December 8, 2017

43. Conversion of SEP/IRA accounts

    By Guest StephenC, December 5, 1998
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 24, 2000

44. Fiduciary Liability and Mutual Fund Scandals

    By Guest smscottish, April 13, 2004
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • April 16, 2004

45. Are Roth distributions subject to 10% penalty if you are not 59 1/2?

    By JAMES PATRICK, November 19, 2000
    • 5 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • November 21, 2000

46. IRA life expectancy based on 2 lives

    By Guest, September 24, 2000
    • 5 replies
    • 1.9k views
    • 
    • Michael Devault
    • October 5, 2000

47. Already contributed for '08 but will exceed income to be eligible?

    By Guest jalkelly, May 17, 2008
    • 5 replies
    • 1.5k views
    • 
    • Appleby
    • May 21, 2008

48. Convert trad. IRA to one or multiple ROTH or none

    By kwalified, July 11, 2018
    • 5 replies
    • 912 views
    • 
    • Larry Starr
    • July 18, 2018

49. IRS Deficiency Notice

    By Guest mattmer, September 19, 2002
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 28, 2002

50. UBTI on IRAs

    By Guest Pat Metallic, June 23, 2005
    • 5 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 25, 2005