IRAs and Roth IRAs

3,121 topics in this forum

1. Buying Stock and Selling in a roth?

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

2. FORM 8686

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

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

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

4. Non-Designated Spouse Beneficiary

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

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

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

6. Roth IRA Distributions

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

7. Buying real estate with my Roth

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

8. Roth IRA vs Roth 401 (k)

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

9. Mistaken IRA Contributions

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

10. RMD After Death

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

11. 60 day rollover rules

    By mjf06241972, May 16, 2019
    • 9 replies
    • 2.4k views
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    • Mike Preston
    • November 22, 2021

12. 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
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    • Guest
    • April 11, 2001

13. Reporting Roth IRA contributions

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

14. IRA Beneficiary - Special Needs Trust

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

15. Recharacterization: 1099-R Year?

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

16. Roth 5-Year Rule and Transfers Incident to Divorce

    By QDROphile, September 13, 2020
    • 2 replies
    • 2.4k views
    • 
    • QDROphile
    • September 14, 2020

17. IRA Non-Spouse Beneficiary

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

18. Beneficiary RMD

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

19. Beneficiary Designation

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

20. I bought Vanguard 2045, Should I........?

    By Guest Exivate, October 10, 2004
    • 3 replies
    • 2.4k views
    • 
    • John G
    • October 12, 2004

21. Reporting ineligible Roth contribution, conversion

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

22. Participation in SARSEP and Roth IRA

    By Guest Nancy Lorenzen, March 9, 1999
    • 1 reply
    • 2.4k views
    • 
    • Kathy
    • March 10, 1999

23. Roth IRA contributions

    By Guest jayglass, September 15, 2003
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • September 18, 2003

24. Prototype Sponsor for Group Roth IRA?

    By Guest Robert I, September 30, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 30, 1998

25. 2010 Traditional IRA conversion to ROTH IRA

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

26. Speculating in my Roth and got burned

    By Guest uggg, November 5, 2002
    • 3 replies
    • 2.4k views
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    • Guest
    • November 6, 2002

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

    By Guest David Hammond SRS, January 7, 1999
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • January 8, 1999

28. Investment Aggressive Enough

    By Guest franky, May 24, 2001
    • 3 replies
    • 2.4k views
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    • Guest
    • May 29, 2001

29. Roth IRA same year withdrawal

    By Guest pangelo, February 27, 2006
    • 6 replies
    • 2.4k views
    • 
    • Appleby
    • March 8, 2006

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

    By Guest ark-win, July 9, 2004
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • July 9, 2004

31. IRA rollover ok in light of SEPP?

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

32. 401K and Roth IRA limits

    By Guest stets, June 25, 2008
    • 2 replies
    • 2.4k views
    • 
    • Guest
    • June 25, 2008

33. Roth IRA with Etrade

    By Guest hustler98, December 6, 2004
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • December 12, 2004

34. conversion from 401(k)

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

35. Corrective Distribution

    By sdix401k, June 30, 2008
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • June 30, 2008

36. Withdrawing ROTH Contributions within the year

    By Guest archimedes_pie, March 6, 2006
    • 5 replies
    • 2.4k views
    • 
    • John G
    • March 9, 2006

37. Bank managed Common Fund Investments

    By Guest agsmith, September 18, 2002
    • 7 replies
    • 2.4k views
    • 
    • Guest
    • September 19, 2002

38. IRA Beneficiary Dies Hours After Original Depositor

    By guestdelta, September 5, 2024
    • 7 replies
    • 2.4k views
    • 
    • Belgarath
    • December 27, 2024

39. Roth IRA Contributions Over Age 60

    By Guest browningdp, November 20, 2003
    • 2 replies
    • 2.4k views
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    • Appleby
    • November 21, 2003

40. IRA funding deadline vs tax filing

    By ombskid, March 20, 2015
    • 8 replies
    • 2.4k views
    • 
    • John G
    • March 30, 2015

41. Contributions to Traditional and Roth IRA for 2001?

    By Guest ff5561, January 5, 2002
    • 8 replies
    • 2.4k views
    • 
    • John G
    • January 14, 2002

42. Reporting the distribution of an annuity "IN KIND"

    By jevd, February 24, 2009
    • 4 replies
    • 2.4k views
    • 
    • Appleby
    • March 14, 2009

43. Rollover 401(k) to Roth IRA

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

44. IRA Investment Question

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

45. Profit sharing(company stock)

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

46. Am I the owner/beneficiary?

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

47. Roth Conversion IRA

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

48. UBTI in IRA

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

49. Roth 2 Roth transfer

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

50. Separate Accounts and RMD

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