IRAs and Roth IRAs

3,120 topics in this forum

1. Mistaken IRA Contributions

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

2. Buying real estate with my Roth

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

3. Roth IRA Distributions

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

4. RMD After Death

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

5. Non-Designated Spouse Beneficiary

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

6. Recharacterization: 1099-R Year?

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

7. Getting Started Early

   By Guest Tumbler, June 23, 2003
   • 14 replies
   • 2.4k views
   • 
   • John G
   • July 21, 2003

8. TIN's and IRA's

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

9. 60 day rollover rules

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

10. 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
    • 
    • Guest
    • April 11, 2001

11. Reporting Roth IRA contributions

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

12. Vanguard Target Retirement Funds

    By Guest Gracey, May 4, 2007
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • May 9, 2007

13. IRA Beneficiary - Special Needs Trust

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

14. Qualification for Roth IRA contribution

    By Guest indcontractor, June 8, 2002
    • 11 replies
    • 2.4k views
    • 
    • papogi
    • July 26, 2002

15. Beneficiary RMD

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

16. Beneficiary Designation

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

17. IRA Non-Spouse Beneficiary

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

18. Reporting ineligible Roth contribution, conversion

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

19. Roth IRA contributions

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

20. Participation in SARSEP and Roth IRA

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

21. Prototype Sponsor for Group Roth IRA?

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

22. 2010 Traditional IRA conversion to ROTH IRA

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

23. 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

24. IRA rollover ok in light of SEPP?

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

25. 401K and Roth IRA limits

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

26. Speculating in my Roth and got burned

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

27. conversion from 401(k)

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

28. Roth IRA same year withdrawal

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

29. Corrective Distribution

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

30. If I need to sell a bad performing stock in my roth ira, what are the tax consequences?

    By Guest tdejar1, July 9, 2004
    • 2 replies
    • 2.4k views
    • 
    • dh003i
    • July 10, 2004

31. Bank managed Common Fund Investments

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

32. 15% Foreign Tax (Canada) on Roth dividends

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

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

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

34. Withdrawing ROTH Contributions within the year

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

35. Roth IRA Contributions Over Age 60

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

36. Profit sharing(company stock)

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

37. Am I the owner/beneficiary?

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

38. Roth 2 Roth transfer

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

39. Roth Conversion IRA

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

40. UBTI in IRA

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

41. Rollover 401(k) to Roth IRA

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

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

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

43. Securities Distribution from an IRA

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

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

    By QDROphile, September 13, 2020
    • 2 replies
    • 2.3k views
    • 
    • QDROphile
    • September 14, 2020

45. IRA Investment Question

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

46. Roth IRA prospecting letter

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

47. 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

48. Separate Accounts and RMD

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

49. IRA rollover contains excess contribution

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

50. Contributions to Traditional and Roth IRA for 2001?

    By Guest ff5561, January 5, 2002
    • 8 replies
    • 2.3k views
    • 
    • John G
    • January 14, 2002