IRAs and Roth IRAs

3,120 topics in this forum

1. Roth 401(K)s and 415 limits

   By Guest bostonroscrea, August 22, 2008
   • 6 replies
   • 3.1k views
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   • K2retire
   • August 23, 2008

2. Convert only post-tax money in Trad IRA to Roth?

   By Guest MSDalt, August 16, 2008
   • 1 reply
   • 2.2k views
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   • masteff
   • August 16, 2008

3. Supplemental Roth IRA - need help getting started

   By Guest Spicoli, August 11, 2008
   • 12 replies
   • 9.9k views
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   • K2retire
   • August 20, 2008

4. roll roth ira to roth 401(k)?

   By Lori H, August 6, 2008
   • 3 replies
   • 2.6k views
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   • Guest
   • August 8, 2008

5. Roth Conversion IRA

   By Yesnam, July 31, 2008
   • 5 replies
   • 2.3k views
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   • Yesnam
   • August 3, 2008

6. Spouse beneficiary rollover to Roth

   By Guest proyce, July 24, 2008
   • 1 reply
   • 2.2k views
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   • masteff
   • July 24, 2008

7. Legal Fees

   By Randy Watson, July 23, 2008
   • 1 reply
   • 1.6k views
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   • Guest
   • July 24, 2008

8. Personal Guaranty Creates Prohibited Transaction? 1 2

   By Guest tschotland, July 22, 2008
   • 71 replies
   • 10.4k views
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   • Guest
   • August 8, 2008

9. Short Selling in IRA / Profit Sharing Plan

   By Guest tschotland, July 22, 2008
   • 7 replies
   • 9.8k views
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   • Guest
   • July 24, 2008

10. Non-traditional Student beginner to investing

    By Guest laheyc82, July 16, 2008
    • 7 replies
    • 1.6k views
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    • John G
    • July 17, 2008

11. Collectibles in a rollover IRA

    By Guest dhall, July 8, 2008
    • 4 replies
    • 2k views
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    • JanetM
    • July 9, 2008

12. 16 going on 17: roth IRA?

    By Guest JimmyC, July 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • August 8, 2008

13. Donald R. Levy (passed away on June 29)

    By Gary Lesser, July 3, 2008
    • 0 replies
    • 1.6k views
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    • Gary Lesser
    • July 3, 2008

14. Corrective Distribution

    By sdix401k, June 30, 2008
    • 1 reply
    • 2.4k views
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    • Guest
    • June 30, 2008

15. Going from Roth to Traditional IRA

    By katieinny, June 30, 2008
    • 5 replies
    • 2.2k views
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    • Appleby
    • July 1, 2008

16. roth and annuties

    By Guest bob1, June 27, 2008
    • 1 reply
    • 1.2k views
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    • JanetM
    • June 27, 2008

17. 401K and Roth IRA limits

    By Guest stets, June 25, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 25, 2008

18. minimum distribution

    By Tom Poje, June 24, 2008
    • 10 replies
    • 2.1k views
    • 
    • jpod
    • June 26, 2008

19. IRS Notice 2008-30

    By Guest proyce, June 16, 2008
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • June 18, 2008

20. Husband and Wife- combine Roth IRA's?

    By Guest nichoju80, June 16, 2008
    • 3 replies
    • 6.7k views
    • 
    • John G
    • June 17, 2008

21. 401(k) & roth ira

    By Guest vinnie2shoes, May 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • John G
    • May 30, 2008

22. IRA annuity and IRA account and RMD

    By Guest CJA, May 29, 2008
    • 11 replies
    • 10.3k views
    • 
    • masteff
    • June 19, 2014

23. ROTH IRA Excess Contributions and Associated Earnings

    By Guest freeness, May 19, 2008
    • 10 replies
    • 3.7k views
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    • Appleby
    • May 21, 2008

24. 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

25. Asset allocation

    By Guest Gracey, May 15, 2008
    • 4 replies
    • 2k views
    • 
    • John G
    • May 15, 2008

26. HSA 2009 Limitation Chart (pdf)

    By Gary Lesser, May 14, 2008
    • 0 replies
    • 3.3k views
    • 
    • Gary Lesser
    • May 14, 2008

27. §408(d)(6)/§71(b)(2)(A) Issue

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

28. Beneficiary Designation

    By bzorc, May 12, 2008
    • 5 replies
    • 2.4k views
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    • Guest
    • May 16, 2008

29. LAID OFF - ROLL 401K TO ROTH IRA?

    By Guest DNAP, May 8, 2008
    • 2 replies
    • 2.3k views
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    • PensionPro
    • May 24, 2008

30. Transferring Mutual Fund to Roth IRA

    By Guest oldman74, May 7, 2008
    • 2 replies
    • 1.8k views
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    • JanetM
    • May 7, 2008

31. IRS Announcement 2008-44

    By Belgarath, May 1, 2008
    • 0 replies
    • 1.3k views
    • 
    • Belgarath
    • May 1, 2008

32. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 33.8k views
    • 
    • Run4life
    • July 26, 2020

33. Inherited IRAs

    By Guest Bearlee, April 15, 2008
    • 1 reply
    • 1.7k views
    • 
    • Gary Lesser
    • May 21, 2008

34. Modification of section 72(t) SEPP

    By Guest CJA, April 14, 2008
    • 4 replies
    • 5k views
    • 
    • jevd
    • April 14, 2008

35. Surviving Spouse rollover from 401(k) Plan to IRA

    By blue, April 11, 2008
    • 3 replies
    • 2.7k views
    • 
    • Appleby
    • April 12, 2008

36. IRA Commissions

    By Guest CJA, April 10, 2008
    • 12 replies
    • 5.1k views
    • 
    • Peter Gulia
    • August 26, 2015

37. Recharacterization and Tax Ramificatinos

    By Guest jland, April 2, 2008
    • 1 reply
    • 1.3k views
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    • Appleby
    • April 4, 2008

38. RMD Distribution in kind

    By Guest Bob Lees, March 31, 2008
    • 3 replies
    • 2.4k views
    • 
    • John G
    • April 2, 2008

39. Is Roth IRA Distribution taxable?/after selling

    By Guest gzwick26, March 21, 2008
    • 14 replies
    • 4.1k views
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    • jevd
    • March 31, 2008

40. Roth already started, now make too much; What to do?

    By Guest nichoju80, March 19, 2008
    • 10 replies
    • 3.4k views
    • 
    • Guest
    • March 24, 2008

41. Roth IRA Brother/Sister Controlled Group

    By Guest sattek, March 18, 2008
    • 1 reply
    • 1.3k views
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    • J Simmons
    • March 20, 2008

42. IRA rollover contains excess contribution

    By Guest mopar, March 17, 2008
    • 1 reply
    • 2.3k views
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    • Appleby
    • March 21, 2008

43. ROTH vs IRA

    By Guest bikermama, March 14, 2008
    • 5 replies
    • 2.3k views
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    • John G
    • March 16, 2008

44. Avoiding excise tax on excess IRA contributions

    By k man, March 12, 2008
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • March 12, 2008

45. Reporting Direct rollovers (conversions) From QPs etc. to Roth IRAs in 2008

    By jevd, March 7, 2008
    • 4 replies
    • 2k views
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    • Appleby
    • March 8, 2008

46. Newbie to Board -- Question re Roth Conversion

    By tuni88, March 6, 2008
    • 2 replies
    • 1.7k views
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    • John G
    • March 8, 2008

47. withdrawals from Roth IRA or traditional

    By Guest cindiw, March 6, 2008
    • 5 replies
    • 3k views
    • 
    • Belgarath
    • March 12, 2008

48. Can I withdraw from an IRA this year and add it back last year?

    By Guest rkal66, March 3, 2008
    • 1 reply
    • 1.2k views
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    • JanetM
    • March 3, 2008

49. Where to go?

    By Guest SupremeCD, March 3, 2008
    • 3 replies
    • 1.7k views
    • 
    • John G
    • March 5, 2008

50. Recharacterize very old Roth IRA

    By Guest dtshedd, March 2, 2008
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • March 5, 2008