IRAs and Roth IRAs

3,118 topics in this forum

1. TIN's and IRA's

   By Guest P A Weick, September 24, 1999
   • 1 reply
   • 2.4k views
   • 
   • Kathy
   • September 25, 1999

2. Self-Directed ROTH IRA and Capital Gains Taxes

   By Guest Aspenman, March 31, 2004
   • 5 replies
   • 2.4k views
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   • John G
   • April 1, 2004

3. 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
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   • John G
   • August 28, 2000

4. RMD when IRA tranferred to different provider.

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

5. Reporting ineligible Roth contribution, conversion

   By Guest Tom RedSox, April 14, 2001
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • April 16, 2001

6. IRA Beneficiary - Special Needs Trust

   By Christine Roberts, July 26, 2007
   • 1 reply
   • 2.4k views
   • 
   • BPickerCPA
   • July 27, 2007

7. 2010 Traditional IRA conversion to ROTH IRA

   By Guest cbreez, January 24, 2007
   • 2 replies
   • 2.4k views
   • 
   • John G
   • January 29, 2007

8. notice CP2000 and avoiding double taxation

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

9. IRA rollover ok in light of SEPP?

   By billfgrady, November 18, 2005
   • 5 replies
   • 2.4k views
   • 
   • Appleby
   • November 18, 2005

10. conversion from 401(k)

    By Guest jd, December 8, 1998
    • 1 reply
    • 2.4k views
    • 
    • BPickerCPA
    • December 8, 1998

11. Bank managed Common Fund Investments

    By Guest agsmith, September 18, 2002
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • September 19, 2002

12. Participation in SARSEP and Roth IRA

    By Guest Nancy Lorenzen, March 9, 1999
    • 1 reply
    • 2.3k views
    • 
    • Kathy
    • March 10, 1999

13. Corrective Distribution

    By sdix401k, June 30, 2008
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 30, 2008

14. roth ira money market account

    By Guest sdirtbag, August 9, 2003
    • 6 replies
    • 2.3k views
    • 
    • dh003i
    • August 13, 2003

15. Speculating in my Roth and got burned

    By Guest uggg, November 5, 2002
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • November 6, 2002

16. Roth IRA same year withdrawal

    By Guest pangelo, February 27, 2006
    • 6 replies
    • 2.3k views
    • 
    • Appleby
    • March 8, 2006

17. Beneficiary Disclamers on IRA Death Proceeds: Need an opinion

    By Guest David Hammond SRS, January 7, 1999
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • January 8, 1999

18. Securities Distribution from an IRA

    By bzorc, December 4, 2003
    • 1 reply
    • 2.3k views
    • 
    • Appleby
    • December 4, 2003

19. Qualification for Roth IRA contribution

    By Guest indcontractor, June 8, 2002
    • 11 replies
    • 2.3k views
    • 
    • papogi
    • July 26, 2002

20. Am I the owner/beneficiary?

    By Guest Alice, May 24, 2002
    • 11 replies
    • 2.3k views
    • 
    • John G
    • July 1, 2002

21. Roth 2 Roth transfer

    By Guest Azer, October 9, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2005

22. Roth IRA Contributions Over Age 60

    By Guest browningdp, November 20, 2003
    • 2 replies
    • 2.3k views
    • 
    • Appleby
    • November 21, 2003

23. Profit sharing(company stock)

    By Guest Stiggy, November 10, 2004
    • 9 replies
    • 2.3k views
    • 
    • John G
    • November 11, 2004

24. 401K and Roth IRA limits

    By Guest stets, June 25, 2008
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 25, 2008

25. IRA rollover contains excess contribution

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

26. User fee for IRS Private Letter Ruling???

    By Kathy, December 29, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 30, 1998

27. Roth Conversion IRA

    By Yesnam, July 31, 2008
    • 5 replies
    • 2.3k views
    • 
    • Yesnam
    • August 3, 2008

28. UBTI in IRA

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

29. Roth IRA prospecting letter

    By Guest Leoberk, December 4, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • December 4, 1998

30. 15% Foreign Tax (Canada) on Roth dividends

    By Guest ark-win, July 9, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 2004

31. Who is the beneficiary for a post-death recharacterization?

    By Guest reg_h2b, December 1, 2000
    • 6 replies
    • 2.3k views
    • 
    • John G
    • December 29, 2000

32. Record Retention

    By Felicia, April 2, 2003
    • 0 replies
    • 2.3k views
    • 
    • Felicia
    • April 2, 2003

33. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 9 replies
    • 2.3k views
    • 
    • Mike Preston
    • November 22, 2021

34. Form 1099-R - Excess 401k contribution

    By Guest jkr, March 26, 2002
    • 2 replies
    • 2.3k views
    • 
    • Archimage
    • March 26, 2002

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

    By Guest awatts, January 9, 1999
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 15, 1999

36. Prototype Sponsor for Group Roth IRA?

    By Guest Robert I, September 30, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • September 30, 1998

37. Withdrawing ROTH Contributions within the year

    By Guest archimedes_pie, March 6, 2006
    • 5 replies
    • 2.3k views
    • 
    • John G
    • March 9, 2006

38. Multiple Schedule C's and IRA eligibility

    By Guest mjkohler, November 22, 2004
    • 4 replies
    • 2.3k views
    • 
    • GBurns
    • November 27, 2004

39. Rollover 401(k) to Roth IRA

    By Guest Barney Byrd, March 18, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2000

40. Receiving a lum-sum pension plan distribution as a non-spousal benefic

    By Guest ashinkasha, November 21, 2000
    • 6 replies
    • 2.3k views
    • 
    • Bruce Steiner
    • November 23, 2000

41. Getting Started Early

    By Guest Tumbler, June 23, 2003
    • 14 replies
    • 2.3k views
    • 
    • John G
    • July 21, 2003

42. Roth conversion please help me?thx

    By Guest rothnoob, January 10, 2005
    • 10 replies
    • 2.3k views
    • 
    • John G
    • January 28, 2005

43. Roth IRA conversion after age 70 1/2

    By Guest rwroth, February 1, 2002
    • 3 replies
    • 2.3k views
    • 
    • BPickerCPA
    • February 3, 2002

44. IRA Investment Question

    By Guest schamb, September 23, 2002
    • 13 replies
    • 2.3k views
    • 
    • mbozek
    • September 27, 2002

45. Traditional to Roth

    By Guest David Ardito, September 24, 1999
    • 15 replies
    • 2.3k views
    • 
    • Bruce Steiner
    • October 17, 1999

46. Vanguard Target Retirement Funds

    By Guest Gracey, May 4, 2007
    • 6 replies
    • 2.3k views
    • 
    • Guest
    • May 9, 2007

47. Separate Accounts and RMD

    By Guest P A Weick, March 10, 2003
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • March 17, 2003

48. Recharacterize Roth IRA Deadline

    By Guest sledder4321, April 6, 2001
    • 6 replies
    • 2.3k views
    • 
    • Appleby
    • April 11, 2001

49. Spouse inheriting IRA where estate is the beneficiary under new propos

    By KJohnson, January 23, 2001
    • 8 replies
    • 2.3k views
    • 
    • KJohnson
    • March 27, 2001

50. Donating RMD to a qualified charity

    By katieinny, September 24, 2014   

    • still available for 2014?
    • 10 replies
    • 2.3k views
    • 
    • mbozek
    • November 14, 2014