IRAs and Roth IRAs

3,118 topics in this forum

1. Copy of 2007-1099-R Instructions

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

2. IRA distributation table - over 70.5.

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

3. Form 1098-T

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

4. No beneficiary designation

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

5. 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

6. Setting Up a ROTH

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

7. Roth IRA Overview

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

8. Waiver of Excess Accumulation Penalty

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

9. Investment Restrictions?

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

10. Employer Chose the Custodian of my Roth IRA

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

11. Interest Rate assumptions for computing subs equal pmts

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

12. Moving money to another Roth IRA

    By Guest CarKeys, January 5, 2008
    • 10 replies
    • 57.1k views
    • 
    • Guest
    • February 18, 2008

13. Buying real estate with my Roth

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

14. Early withdrawal of roth funds

    By Guest gebster, December 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 30, 2007

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

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

16. Self-Directed ROTH IRA LLC - A Quandry

    By Guest Jim1Best, December 21, 2007
    • 14 replies
    • 5.4k views
    • 
    • John G
    • December 27, 2007

17. Beneficiary dies, estate is beneficiary

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

18. Death of IRA beneficiary

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

19. Traditional IRA - how to handle worthless investment?

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

20. Roth IRA & divorce

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

21. 401(k) into Roth IRA

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

22. Sell stock in IRA and then convert to Roth

    By Guest Jennif102, December 2, 2007
    • 4 replies
    • 5.1k views
    • 
    • John G
    • December 5, 2007

23. Roth IRA Eligibility Question

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

24. IRA ROLL-OVER TO ROTH

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

25. Rollovers

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

26. Employer reporting

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

27. PPA Language Mandated Yet?

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

28. Investing Roth IRA Funds

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

29. COLA and Rollover Chart for 2007 and 2008

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

30. Sell taxable investments to fund Roth IRA?

    By Guest ctfudge07, November 12, 2007
    • 13 replies
    • 22.1k views
    • 
    • John G
    • April 16, 2010

31. UBTI in IRA

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

32. moving funds from one IRA account to another

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

33. HELP! Where are the 5498 instructions?

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

34. ira rollover to roth

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

35. IRA's vs 401K

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

36. Contributed monthly and AGI got over 156,000

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

37. 401(k) Rollovers to Roth IRA

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

38. IRS Announces Limits for 2008

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

39. Written Instrument Incident to Divorce Decree

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

40. Dollar Cost Averaging?

    By Guest jchen78@gmail.com, October 11, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 11, 2007

41. RMD reporting by IRA custodians/trustees

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

42. Non-Spousal Inherited IRAs

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

43. Can A 501c3 Contribute To An Employee Sep Ira

    By Guest Nicholas, October 8, 2007
    • 0 replies
    • 2.8k views
    • 
    • Guest
    • October 8, 2007

44. Trivial Question Regarding Roth

    By Guest augustineregal@yahoo.com, October 5, 2007
    • 4 replies
    • 1.2k views
    • 
    • John G
    • October 6, 2007

45. RMD's from non-Spousal Inherited IRA

    By Mike Preston, October 3, 2007
    • 8 replies
    • 5k views
    • 
    • Belgarath
    • October 5, 2007

46. substitute one IRA investment for another

    By Guest Dolores, September 27, 2007
    • 22 replies
    • 5.3k views
    • 
    • jevd
    • November 11, 2008

47. MRD Using An Annuity

    By Guest kcousin, September 25, 2007
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 25, 2007

48. Stocks to IRA

    By Guest ucirsharma@yahoo.com, September 23, 2007
    • 11 replies
    • 2k views
    • 
    • jpod
    • October 8, 2007

49. Can spouse IRA go in old rollover IRA?

    By ombskid, September 18, 2007
    • 3 replies
    • 1.2k views
    • 
    • masteff
    • September 18, 2007

50. Roth IRA Distributions After 5 Years

    By Guest dnamertz, September 16, 2007
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • September 17, 2007