IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA's for taxpayers abroad

   By Guest jmelamed, July 27, 2003
   • 6 replies
   • 2.5k views
   • 
   • dh003i
   • July 29, 2003

2. Self-Directed ROTH IRA and Capital Gains Taxes

   By Guest Aspenman, March 31, 2004
   • 5 replies
   • 2.5k views
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   • John G
   • April 1, 2004

3. Trust as Beneficary: Spousal Rollover

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

4. 2007 Phase Out Limits

   By Guest TJG, December 4, 2006
   • 3 replies
   • 2.5k views
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   • Appleby
   • December 10, 2006

5. RMD when IRA tranferred to different provider.

   By Guest Thornton, May 4, 1999
   • 6 replies
   • 2.5k views
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   • Guest
   • July 2, 1999

6. Is it possible to have an IRA with a broker and purchase stocks

   By Guest awatts, January 9, 1999
   • 3 replies
   • 2.5k views
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   • Guest
   • January 15, 1999

7. 72-T election to withdraw from an IRA prior to age 59 1/2 without pena

   By Guest bink, February 14, 2002
   • 2 replies
   • 2.5k views
   • 
   • Bruce Steiner
   • February 15, 2002

8. Traditional IRA to Roth Conversion - HELP

   By Guest pfspuppy, February 5, 2007
   • 3 replies
   • 2.5k views
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   • Guest
   • February 5, 2007

9. Strechout IRA: Recent PLR?

   By Guest reg_h2b, December 27, 2000
   • 11 replies
   • 2.5k views
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   • Guest
   • January 4, 2001

10. IRA's vs 401K

    By Guest cfree3, October 27, 2007
    • 4 replies
    • 2.5k views
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    • Appleby
    • October 29, 2007

11. Death Bed Roth Conversion

    By jpod, July 27, 2017
    • 2 replies
    • 2.5k views
    • 
    • card
    • October 15, 2017

12. IRC Sec 408

    By Guest Jeanne, July 27, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • July 30, 2001

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

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

14. Beyond Roth IRA

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

15. 31/married/1 year old twins / 25K to invest - help?

    By Guest SpeechCoach, January 20, 2003
    • 15 replies
    • 2.5k views
    • 
    • John G
    • January 27, 2003

16. ROTH IRA "Basis" in Comingled Account

    By Guest Nonsequitur, March 14, 1999
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 30, 1999

17. Self Directed IRA and Private Lending

    By Guest Bobclp, October 9, 2001
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • February 2, 2002

18. Aggregating RMD's between IRA Accounts and IRA Annuities

    By Guest Fishchick, September 30, 2005
    • 5 replies
    • 2.5k views
    • 
    • mbozek
    • October 4, 2005

19. Transferring a Roth to a Different Institution

    By Guest ahstein, January 11, 1999
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • February 5, 1999

20. Divorce and IRA Beneficiary Designation

    By chris, March 25, 1999
    • 3 replies
    • 2.5k views
    • 
    • Guest
    • April 16, 1999

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

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

22. Non-spousal rollover fact pattern

    By billfgrady, November 9, 2006
    • 8 replies
    • 2.5k views
    • 
    • Guest
    • November 10, 2006

23. 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

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

    By Guest Nicolasa MMH, March 7, 2001
    • 3 replies
    • 2.5k views
    • 
    • John G
    • March 8, 2001

25. Non model SEP and Qualified Plan Adopted

    By Dougsbpc, March 27, 2023
    • 6 replies
    • 2.5k views
    • 
    • CuseFan
    • March 28, 2023

26. IRA/Living Trust/Beneficiaries

    By Guest tarheel, January 19, 2004
    • 3 replies
    • 2.5k views
    • 
    • Lame Duck
    • January 22, 2004

27. Copy of 2007-1099-R Instructions

    By Appleby, February 18, 2008
    • 8 replies
    • 2.5k views
    • 
    • Appleby
    • February 19, 2008

28. Getting rid of worthless investments in IRA

    By Guest Mr.Ed, October 17, 2008
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • October 17, 2008

29. Roth IRA Conversion Valuation Date

    By Guest Kristanla, April 15, 2010
    • 1 reply
    • 2.5k views
    • 
    • John G
    • April 16, 2010

30. Comminged Roth IRA Accounts and Reporting

    By Guest StanJacobson, December 1, 1998
    • 1 reply
    • 2.5k views
    • 
    • Kathy
    • December 2, 1998

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

    By Guest tpainton, November 29, 2003
    • 6 replies
    • 2.5k views
    • 
    • mbozek
    • December 1, 2003

32. Conduit IRA

    By Guest 401kWorker, September 7, 2003
    • 2 replies
    • 2.5k views
    • 
    • Appleby
    • September 8, 2003

33. 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

34. RMD Distribution in kind

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

35. Recharacterize very old Roth IRA

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

36. IRA RMD Calculation -

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

37. 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

38. 10% penalty on IRA distributions

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

39. 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

40. 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

41. Roth IRA for Non-Resident & Resident Alian

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

42. Life Insurance money- Is a Roth a good investment for this money?

    By Guest connfamily, August 13, 2004
    • 5 replies
    • 2.4k views
    • 
    • JAMES PATRICK
    • August 22, 2004

43. Buying Stock and Selling in a roth?

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

44. 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

45. FORM 8686

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

46. 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

47. roth ira money market account

    By Guest sdirtbag, August 9, 2003
    • 6 replies
    • 2.4k views
    • 
    • dh003i
    • August 13, 2003

48. 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

49. notice CP2000 and avoiding double taxation

    By metalmagpie, November 10, 2015
    • 6 replies
    • 2.4k views
    • 
    • Bird
    • November 12, 2015

50. 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