IRAs and Roth IRAs

3,118 topics in this forum

1. Spousal rollover of IRA annuity

   By katieinny, February 6, 2003
   • 3 replies
   • 2.5k views
   • 
   • mbozek
   • February 7, 2003

2. Beyond Roth IRA

   By Guest theedge, March 21, 2007
   • 14 replies
   • 2.5k views
   • 
   • John G
   • March 24, 2007

3. Hedge Funds in IRA's

   By Guest TaxBill, February 5, 2002
   • 4 replies
   • 2.5k views
   • 
   • Jon Chambers
   • February 7, 2002

4. Trust as Beneficary: Spousal Rollover

   By Guest reg_h2b, December 12, 2000
   • 8 replies
   • 2.5k views
   • 
   • Guest
   • December 20, 2000

5. ROTH IRA for my 9yr. old daughter?

   By Guest Hybrid93Hatch, December 5, 2006
   • 7 replies
   • 2.5k views
   • 
   • John G
   • December 5, 2006

6. Qualified Charitable Distributions extended to 12/31/09

   By jevd, October 2, 2008
   • 10 replies
   • 2.5k views
   • 
   • Guest
   • October 6, 2008

7. IRA and no beneficiary

   By benefitsguru, December 16, 2015
   • 10 replies
   • 2.5k views
   • 
   • John G
   • March 25, 2019

8. roth IRA conversion and state income tax

   By Guest ed wang, February 8, 2001
   • 2 replies
   • 2.5k views
   • 
   • Mary Kay Foss
   • October 13, 2002

9. Divorce and IRA Beneficiary Designation

   By chris, March 25, 1999
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • April 16, 1999

10. IRA/Living Trust/Beneficiaries

    By Guest tarheel, January 19, 2004
    • 3 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 22, 2004

11. Conduit IRA

    By Guest 401kWorker, September 7, 2003
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • September 8, 2003

12. RMD Distribution in kind

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

13. Traditional IRA to Roth Conversion - HELP

    By Guest pfspuppy, February 5, 2007
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • February 5, 2007

14. Roth IRA Conversion Valuation Date

    By Guest Kristanla, April 15, 2010
    • 1 reply
    • 2.4k views
    • 
    • John G
    • April 16, 2010

15. Non-spousal rollover fact pattern

    By billfgrady, November 9, 2006
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • November 10, 2006

16. Merging Roth Contributory IRA opened in 1998 with Roth Conversion IRA

    By Guest, January 26, 2001
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2001

17. RMD when IRA owner dies at age 70 1/2

    By steve-o, November 19, 2013
    • 1 reply
    • 2.4k views
    • 
    • GMK
    • November 19, 2013

18. Are viaticals a prohibited investment for a self-directed IRA?

    By Guest angieeasterling, August 22, 2000
    • 3 replies
    • 2.4k views
    • 
    • John G
    • August 29, 2000

19. Pay Taxes Now (401k) or Later (Roth) If You're in the Same Tax Rate Wh

    By Guest jemedwards, February 1, 2001
    • 3 replies
    • 2.4k views
    • 
    • John G
    • February 1, 2001

20. I'm 32 and I want a Million

    By Guest nicki, September 4, 2001
    • 11 replies
    • 2.4k views
    • 
    • John G
    • September 5, 2001

21. Has my Financial Planner screwed me? I exceeded the AGI!

    By Guest tpainton, November 29, 2003
    • 6 replies
    • 2.4k views
    • 
    • mbozek
    • December 1, 2003

22. How do I start a retirement account for a 2 year old?

    By Guest Nicolasa MMH, March 7, 2001
    • 3 replies
    • 2.4k views
    • 
    • John G
    • March 8, 2001

23. Roth IRA for Non-Resident & Resident Alian

    By Guest pinocchio, December 14, 2001
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • December 14, 2001

24. ROTH IRA "Basis" in Comingled Account

    By Guest Nonsequitur, March 14, 1999
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • March 30, 1999

25. 10% penalty on IRA distributions

    By kocak, January 15, 1999
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 31, 1999

26. IRA RMD Calculation -

    By Guest AJ Milano, November 18, 2002
    • 7 replies
    • 2.4k views
    • 
    • Appleby
    • November 20, 2002

27. Getting rid of worthless investments in IRA

    By Guest Mr.Ed, October 17, 2008
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • October 17, 2008

28. Buying Stock and Selling in a roth?

    By Guest tommya, March 3, 2005
    • 1 reply
    • 2.4k views
    • 
    • No Name
    • March 3, 2005

29. Copy of 2007-1099-R Instructions

    By Appleby, February 18, 2008
    • 8 replies
    • 2.4k views
    • 
    • Appleby
    • February 19, 2008

30. Recharacterize very old Roth IRA

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

31. FORM 8686

    By Guest rpn50, April 4, 2001
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • April 5, 2001

32. Mistaken IRA Contributions

    By A Shot in the Dark, March 23, 2012
    • 5 replies
    • 2.4k views
    • 
    • Jim Chad
    • March 24, 2012

33. Roth IRA vs Roth 401 (k)

    By Guest Jimibo, July 6, 2007
    • 7 replies
    • 2.4k views
    • 
    • John Feldt ERPA CPC QPA
    • July 7, 2007

34. How much is the least amount you can put into an IRA per year?

    By Guest Duchess Renea, May 2, 2001
    • 2 replies
    • 2.4k views
    • 
    • John G
    • May 3, 2001

35. Help me start before it's too late!!

    By Guest Jason W Harley, August 8, 2000
    • 10 replies
    • 2.4k views
    • 
    • John G
    • August 29, 2000

36. Roth IRA Distributions

    By Guest mtran2000, March 27, 2003
    • 1 reply
    • 2.4k views
    • 
    • Appleby
    • March 29, 2003

37. Recharacterization: 1099-R Year?

    By Guest reg_h2b, April 3, 2002
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • April 8, 2002

38. Buying real estate with my Roth

    By Guest wdgator, January 2, 2008
    • 6 replies
    • 2.4k views
    • 
    • John G
    • January 7, 2008

39. Comminged Roth IRA Accounts and Reporting

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

40. Would Coversion Taxes due be wiped out for Low income people?

    By Guest Mare, February 4, 2007
    • 10 replies
    • 2.4k views
    • 
    • Guest
    • February 6, 2007

41. Reporting Roth IRA contributions

    By Guest husstang, May 20, 2003
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • May 21, 2003

42. Non-Designated Spouse Beneficiary

    By Guest Patrick Foley, July 21, 2003
    • 6 replies
    • 2.4k views
    • 
    • Appleby
    • July 25, 2003

43. Beneficiary RMD

    By Guest RPSS, April 25, 2003
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • April 30, 2003

44. 31/married/1 year old twins / 25K to invest - help?

    By Guest SpeechCoach, January 20, 2003
    • 15 replies
    • 2.4k views
    • 
    • John G
    • January 27, 2003

45. Can I still recharacterize my roth ira back to a regular ira for tax y

    By Guest mattwoi, April 10, 2001
    • 9 replies
    • 2.4k views
    • 
    • Guest
    • April 11, 2001

46. Beneficiary Designation

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

47. RMD After Death

    By Guest Ajay, September 16, 2005
    • 2 replies
    • 2.4k views
    • 
    • mbozek
    • September 16, 2005

48. IRA Non-Spouse Beneficiary

    By Guest rfh3, May 26, 2003
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • May 28, 2003

49. Can I roll my current Roth IRA into an online brokerage account and ma

    By Guest Tony Griffith, August 24, 2000
    • 3 replies
    • 2.4k views
    • 
    • John G
    • August 28, 2000

50. RMD when IRA tranferred to different provider.

    By Guest Thornton, May 4, 1999
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • July 2, 1999