IRAs and Roth IRAs

3,118 topics in this forum

1. Can you open a Roth IRA if you've another IRA already?

   By Guest krothwolff, December 28, 2000
   • 1 reply
   • 1.6k views
   • 
   • John G
   • December 28, 2000

2. Can you put your contributions back if you withdraw early?

   By Guest jalkelly, February 3, 2008
   • 7 replies
   • 2.9k views
   • 
   • John G
   • February 18, 2008

3. Can you rechar Trad IRA contribution into SIMPLE IRA?(Trad contrib made in 2003; rechar to take place b4 yr end....

   By Guest amfam2, November 20, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • November 21, 2003

4. Can you recharacterize an IRA that has already been recharacterized?

   By Guest Harding, April 16, 2000
   • 1 reply
   • 1.4k views
   • 
   • BPickerCPA
   • April 17, 2000

5. Can you transfer funds from one company Roth to another company Roth without penalty?

   By Guest smrk89, January 17, 2004
   • 1 reply
   • 1.4k views
   • 
   • Appleby
   • January 18, 2004

6. Can you withdraw Roth Ira funds to buy first home overseas without pen

   By Guest saraemiller, October 5, 2001
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • December 10, 2001

7. Canadian Citizen and Resident

   By Guest t936, May 17, 2005
   • 1 reply
   • 1.4k views
   • 
   • mbozek
   • May 19, 2005

8. Cash Contributions

   By Guest curious023, December 5, 1998
   • 1 reply
   • 1.8k views
   • 
   • BPickerCPA
   • December 6, 1998

9. Cashing in a Roth IRA held for greater than 5 years

   By Guest PatKF, March 22, 2006
   • 2 replies
   • 2.1k views
   • 
   • Guest
   • March 31, 2006

10. Cashing in part of a Roth IRA

    By Guest nchunter, October 27, 2006
    • 11 replies
    • 2.8k views
    • 
    • Guest
    • November 14, 2006

11. Cashing Out On Roth Ira

    By Guest TAM302, March 3, 2003
    • 2 replies
    • 1.5k views
    • 
    • Appleby
    • March 4, 2003

12. Cashing stock to begin Roth IRA?

    By Guest calluke, March 27, 2006
    • 4 replies
    • 2.3k views
    • 
    • John G
    • March 30, 2006

13. Catch Up Contribution rules come in two flavors

    By Guest RJM, September 24, 2004
    • 1 reply
    • 1k views
    • 
    • Appleby
    • September 27, 2004

14. Catch Up Contributions

    By DP, December 29, 2006
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 29, 2006

15. Catch-up contribution of $ 500 for 2002

    By alexa, February 19, 2003
    • 3 replies
    • 1.2k views
    • 
    • bzorc
    • March 4, 2003

16. Catch-up contributions to IRA - State by State

    By Guest cease, January 22, 2004
    • 1 reply
    • 1k views
    • 
    • Harwood
    • January 22, 2004

17. Catch-up contributions--timing

    By Felicia, April 14, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • April 14, 2004

18. change in administrator

    By Guest aryeh48, September 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 30, 2001

19. changing funds within Roth IRA?

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

20. Changing Institutions - What are my rights?

    By Guest rothnewnow, December 19, 2003
    • 1 reply
    • 980 views
    • 
    • mbozek
    • December 19, 2003

21. Changing IRA to Roth IRA after retirement

    By Guest Evergrn76, October 16, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2002

22. Changing Roth back to traditional IRA

    By Guest Venkatagiri, April 6, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • April 7, 2000

23. charitable distributions and RMDs

    By Guest ecleverdon, October 18, 2006
    • 1 reply
    • 1.3k views
    • 
    • jevd
    • October 19, 2006

24. charitable donations

    By DDB BN, February 5, 2020
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • February 7, 2020

25. Charitable Remainder Trust as Beneficiary

    By Guest AJ Milano, March 16, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • March 17, 2000

26. Check book control of IRA

    By Guest valerie4975, February 12, 2005
    • 20 replies
    • 3.1k views
    • 
    • John G
    • February 21, 2005

27. Check Book IRA?

    By Guest Dan Shea, August 30, 2013
    • 4 replies
    • 4k views
    • 
    • K2retire
    • May 13, 2014

28. Check deposit for annual IRA contribution returned for insufficient funds

    By Guest ERISA_kid, April 28, 2004
    • 3 replies
    • 4k views
    • 
    • Guest
    • April 29, 2004

29. Choice between taking a distribution from a guar benefit retirement pl

    By Guest dtfoyle, August 20, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • August 21, 2000

30. Choosing among Vanguard funds

    By Guest Wedge1, January 10, 2007
    • 6 replies
    • 1.6k views
    • 
    • Guest
    • January 14, 2007

31. Choosing Target Funds

    By Guest Spicoli, September 16, 2008
    • 14 replies
    • 2.8k views
    • 
    • John G
    • October 15, 2008

32. CIP for Armed Force member ordered to active duty

    By Appleby, September 19, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 20, 2006

33. Client is interested in investing a portion of his IRA in a L.L.C. in

    By bzorc, August 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • bzorc
    • August 4, 2000

34. Closing an IRA or Roth IRA 1-3 years after opening the account to buy a first house.

    By Guest ginarose4, November 10, 2003
    • 2 replies
    • 1.8k views
    • 
    • WDIK
    • November 10, 2003

35. Coding of 1099R for Substantially Equal Perodic Payments post 59 1/2

    By Guest Fishchick, June 4, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2002

36. COLA and Rollover Chart for 2007 and 2008

    By Gary Lesser, November 12, 2007
    • 2 replies
    • 3.2k views
    • 
    • Gary Lesser
    • May 21, 2008

37. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2008

38. Collectibles in a rollover IRA

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

39. College Student investing in IRA, appreciate some info.

    By Guest UCRBusinessMan, July 19, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • July 19, 2001

40. College Student Trying to Make the Right Decisions

    By Guest akawej, May 3, 2002
    • 1 reply
    • 1.2k views
    • 
    • John G
    • May 3, 2002

41. Combine IRA Accounts

    By Guest luuuliu, July 6, 2001
    • 4 replies
    • 2.7k views
    • 
    • John G
    • July 8, 2001

42. Combining and IRA and an SEP IRA

    By Guest rondom, April 2, 2005
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2005

43. Combining conversion & contribatory Roth IRAs

    By Guest sscbarr, October 28, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • October 30, 1999

44. Combining Inherited IRA's

    By bdeancpa, April 1, 2002
    • 7 replies
    • 5.4k views
    • 
    • Guest
    • April 4, 2002

45. combining IRAs (one is from a Keogh)

    By Gudgergirl, March 23, 2010
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 27, 2010

46. Combining Roth IRA and Roth Conversion

    By Guest SteveS, February 29, 2000
    • 7 replies
    • 4.4k views
    • 
    • John G
    • March 10, 2000

47. Combining Roth IRAs

    By Guest Keith Woods, May 19, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 20, 1999

48. Comingled 401K transfer into existing funded IRA account

    By Guest SusanS, March 28, 1999
    • 2 replies
    • 2k views
    • 
    • Kathy
    • April 5, 1999

49. Comingled IRA funds

    By Guest TopTN, March 2, 2004
    • 2 replies
    • 2.6k views
    • 
    • Appleby
    • March 2, 2004

50. Comminged Roth IRA Accounts and Reporting

    By Guest StanJacobson, December 1, 1998
    • 1 reply
    • 2.4k views
    • 
    • Kathy
    • December 2, 1998