IRAs and Roth IRAs

3,119 topics in this forum

1. IRA rollover contains excess contribution

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

2. Roth IRA Brother/Sister Controlled Group

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

3. ROTH vs IRA

   By Guest bikermama, March 14, 2008
   • 5 replies
   • 2.2k views
   • 
   • John G
   • March 16, 2008

4. Avoiding excise tax on excess IRA contributions

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

5. withdrawals from Roth IRA or traditional

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

6. ira rollover to roth

   By Guest nab420, October 28, 2007
   • 4 replies
   • 2k views
   • 
   • John G
   • March 8, 2008

7. Newbie to Board -- Question re Roth Conversion

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

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

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

9. Where to go?

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

10. Recharacterize very old Roth IRA

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

11. 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
    • 
    • JanetM
    • March 3, 2008

12. MAGI affected by 401k/457?

    By Guest gwargasm, February 23, 2008
    • 4 replies
    • 4.2k views
    • 
    • Guest
    • February 27, 2008

13. Copy of 2007-1099-R Instructions

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

14. Moving money to another Roth IRA

    By Guest CarKeys, January 5, 2008
    • 10 replies
    • 57.3k views
    • 
    • Guest
    • February 18, 2008

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

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

16. IRA distributation table - over 70.5.

    By Guest CBCPNYC, February 11, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2008

17. No beneficiary designation

    By Guest WilliamWells, February 5, 2008
    • 7 replies
    • 3.5k views
    • 
    • masteff
    • February 13, 2008

18. Form 1098-T

    By Guest maxtax, February 6, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2008

19. Setting Up a ROTH

    By Guest sweetpea, January 31, 2008
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • February 4, 2008

20. Employer Chose the Custodian of my Roth IRA

    By Guest Confu, January 16, 2008
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • January 18, 2008

21. Roth IRA Overview

    By Guest LASRM, January 17, 2008
    • 1 reply
    • 2k views
    • 
    • John G
    • January 18, 2008

22. Waiver of Excess Accumulation Penalty

    By Appleby, January 17, 2008
    • 0 replies
    • 4.4k views
    • 
    • Appleby
    • January 17, 2008

23. Investment Restrictions?

    By Guest Money Seeker, January 17, 2008
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 17, 2008

24. Interest Rate assumptions for computing subs equal pmts

    By MarZDoates, January 10, 2008
    • 1 reply
    • 1.2k views
    • 
    • jevd
    • January 10, 2008

25. Buying real estate with my Roth

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

26. Early withdrawal of roth funds

    By Guest gebster, December 30, 2007
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 30, 2007

27. Self-Directed ROTH IRA LLC - A Quandry

    By Guest Jim1Best, December 21, 2007
    • 14 replies
    • 5.5k views
    • 
    • John G
    • December 27, 2007

28. Mandatory withholding on IRA distribution? (higher education)

    By Guest maxtax, December 21, 2007
    • 2 replies
    • 5k views
    • 
    • Guest
    • December 21, 2007

29. Beneficiary dies, estate is beneficiary

    By ombskid, December 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 14, 2007

30. Traditional IRA - how to handle worthless investment?

    By Guest Troy S., December 12, 2007
    • 2 replies
    • 2k views
    • 
    • John G
    • December 13, 2007

31. Death of IRA beneficiary

    By steve-o, December 12, 2007
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 13, 2007

32. Roth IRA & divorce

    By SMB, December 12, 2007
    • 0 replies
    • 1.7k views
    • 
    • SMB
    • December 12, 2007

33. Sell stock in IRA and then convert to Roth

    By Guest Jennif102, December 2, 2007
    • 4 replies
    • 5.3k views
    • 
    • John G
    • December 5, 2007

34. 401(k) into Roth IRA

    By Guest Jennif102, December 4, 2007
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • December 4, 2007

35. Roth IRA Eligibility Question

    By Guest Wrestler, December 1, 2007
    • 7 replies
    • 2.2k views
    • 
    • John G
    • December 4, 2007

36. Rollovers

    By Guest frodo, November 16, 2007
    • 4 replies
    • 1.4k views
    • 
    • John G
    • November 18, 2007

37. IRA ROLL-OVER TO ROTH

    By Guest thimbleberry46, November 17, 2007
    • 3 replies
    • 1.9k views
    • 
    • John G
    • November 18, 2007

38. Employer reporting

    By Guest JG44, November 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • November 16, 2007

39. PPA Language Mandated Yet?

    By Guest IraSue, November 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2007

40. Investing Roth IRA Funds

    By Guest Mkjava, November 14, 2007
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • November 14, 2007

41. UBTI in IRA

    By k man, November 8, 2007
    • 1 reply
    • 2.3k views
    • 
    • jevd
    • November 8, 2007

42. Non-Spousal Inherited IRAs

    By JAY21, October 9, 2007
    • 2 replies
    • 2k views
    • 
    • dmwe
    • November 2, 2007

43. HELP! Where are the 5498 instructions?

    By Guest RJMOB, October 31, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • November 1, 2007

44. moving funds from one IRA account to another

    By Guest doubledecamp, October 31, 2007
    • 1 reply
    • 2k views
    • 
    • jevd
    • November 1, 2007

45. Contributed monthly and AGI got over 156,000

    By Guest cfree3, October 27, 2007
    • 3 replies
    • 1.8k views
    • 
    • jevd
    • October 30, 2007

46. IRA's vs 401K

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

47. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 26, 2007

48. IRS Announces Limits for 2008

    By Appleby, October 18, 2007
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • October 24, 2007

49. RMD reporting by IRA custodians/trustees

    By Guest Bearlee, October 10, 2007
    • 3 replies
    • 4.2k views
    • 
    • Guest
    • October 18, 2007

50. Written Instrument Incident to Divorce Decree

    By Guest qdroatty, October 17, 2007
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 17, 2007