IRAs and Roth IRAs

3,120 topics in this forum

1. IRA Distribution Calculation Software

   By Guest SPollock, September 13, 1999
   • 5 replies
   • 2.2k views
   • 
   • BPickerCPA
   • September 27, 1999

2. Roth Conversion tax reporting problems

   By Kathy, February 5, 1999
   • 5 replies
   • 1.7k views
   • 
   • Guest
   • February 8, 1999

3. Spouse not working and IRA Contribution

   By Guest jeepnsam, April 13, 2014
   • 5 replies
   • 1.3k views
   • 
   • John G
   • May 12, 2014

4. educational savings with roths

   By Guest Angie Horn, October 2, 1999
   • 5 replies
   • 1.5k views
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   • John G
   • October 7, 1999

5. Non-spouse rollover to IRA

   By Guest pclinch, December 13, 2006
   • 5 replies
   • 1.9k views
   • 
   • Bird
   • December 29, 2006

6. Converting to a Roth IRA

   By Guest gopela, October 13, 1999
   • 5 replies
   • 1.8k views
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   • John G
   • October 15, 1999

7. Roth Conversions and AMT

   By Guest quincybadger, December 11, 2009
   • 5 replies
   • 3.3k views
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   • Appleby
   • April 27, 2010

8. recharaterizing a roth if 1988 return was filed Aug 16th, still time?

   By Guest davelc, October 13, 1999
   • 5 replies
   • 1.8k views
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   • BPickerCPA
   • October 19, 1999

9. At age 50, is it to late to save for retirement?

   By Guest Ann Harrison, March 10, 2001
   • 5 replies
   • 1.9k views
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   • John G
   • March 12, 2001

10. postumous correction of surviving spouse election to be beneficiary instead of owner

    By Guest icuncrt, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • June 7, 2010

11. Self-Directed ROTH IRA and Capital Gains Taxes

    By Guest Aspenman, March 31, 2004
    • 5 replies
    • 2.5k views
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    • John G
    • April 1, 2004

12. Inherited IRA question

    By Guest Barney Byrd, June 30, 2001
    • 5 replies
    • 1.5k views
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    • Guest
    • July 3, 2001

13. Method for computing taxable distribution after Roth recharacterizatio

    By Guest MBBrutman, February 27, 1999
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 1, 1999

14. Can I still contribute to my Roth?

    By Guest otown_29, March 15, 2004
    • 5 replies
    • 2.1k views
    • 
    • John G
    • March 17, 2004

15. Rollover of periodic payments from IRA

    By Guest philc, March 31, 2004
    • 5 replies
    • 1.6k views
    • 
    • jevd
    • April 2, 2004

16. Roth IRA Early Distribution Taxed at Full Amount?

    By Guest HTaylor, August 22, 2011
    • 5 replies
    • 3.1k views
    • 
    • mbozek
    • August 23, 2011

17. Planning for My Grandson's Future

    By Guest Jasmine, March 26, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • April 2, 2006

18. Continue to Invest?

    By Guest Gracey, January 1, 2009
    • 5 replies
    • 1.5k views
    • 
    • John G
    • January 7, 2009

19. Going from Roth to Traditional IRA

    By katieinny, June 30, 2008
    • 5 replies
    • 2.2k views
    • 
    • Appleby
    • July 1, 2008

20. Is it required that an inherited IRA be distributed to beneficiaries o

    By R. Butler, November 7, 2000
    • 5 replies
    • 1.9k views
    • 
    • BPickerCPA
    • November 9, 2000

21. Taking Roth money to buy farm.

    By Guest Jeff Berlet, January 14, 2001
    • 5 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • January 16, 2001

22. withdrawals from Roth IRA or traditional

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

23. Roth IRA Withdrawls treated as income?

    By Guest Kwalla, March 27, 2006
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 29, 2006

24. SEP-IRA contributions

    By strongsmurf, March 22, 2016
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • March 22, 2016

25. IRA Tax Planning - Something New?

    By Guest mjl325, October 4, 2004
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • October 22, 2004

26. Conversion to Roth

    By Guest bobolink, July 30, 2009
    • 5 replies
    • 1.8k views
    • 
    • John G
    • September 18, 2009

27. deductions for college

    By Guest mbg98, July 3, 2001
    • 5 replies
    • 1.6k views
    • 
    • Mary Kay Foss
    • December 28, 2001

28. Is Cigna a good choice as custodian of rollover IRA?

    By Guest Zelly Miller, August 15, 2001
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • August 16, 2001

29. Do I have to report a roth IRA contribution?

    By Guest iranovice, April 12, 2003
    • 5 replies
    • 1.9k views
    • 
    • John G
    • April 14, 2003

30. Maximum income level for Roth IRA include capital gains from trading s

    By Guest andrewg, December 17, 1999
    • 5 replies
    • 2.6k views
    • 
    • BPickerCPA
    • December 19, 1999

31. 401(K) to IRA to a ROTH (Again) ?

    By Guest KirkD., February 26, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • February 27, 2002

32. roth ira

    By Gary, May 12, 2010
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • May 16, 2010

33. Good and bad experiences with trust companies that allow exotic investments

    By Peter Gulia, April 28, 2014   

    • self-directed IRAs
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • April 30, 2014

34. Roth IRA: Income exceeds $160,000 after making monthly contributions t

    By Guest jcreupke, January 16, 2001
    • 5 replies
    • 2k views
    • 
    • John G
    • January 16, 2001

35. I am looking for info on roth IRA's

    By Guest wanahave$, May 19, 2004
    • 5 replies
    • 1.8k views
    • 
    • John G
    • May 21, 2004

36. IN LAYMANS TERMS, JUST WHERE AND HOW DO YOU GO ABOUT SETTING UP AN ROTH IRA ?

    By Guest FATHER MURPHY, July 9, 2005
    • 5 replies
    • 3.8k views
    • 
    • BeckyMiller
    • September 1, 2005

37. Roth IRA for children

    By Guest magcpa, July 27, 2003
    • 5 replies
    • 1.3k views
    • 
    • John G
    • July 28, 2003

38. Covered calls in a Roth IRA account.

    By Guest TrentR, March 23, 1999
    • 5 replies
    • 2.6k views
    • 
    • John G
    • March 27, 1999

39. Using this years capital losses as an offset to traditional IRA gains

    By Guest dmg1541, December 2, 2000
    • 5 replies
    • 9.5k views
    • 
    • John G
    • December 3, 2000

40. Active Participant status

    By Belgarath, March 9, 2015
    • 5 replies
    • 1.8k views
    • 
    • Belgarath
    • March 12, 2015

41. ROTH IRA Mutual Funds

    By Guest BigAl, May 9, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • May 10, 2002

42. beneficary IRA need clarification for 1099-R

    By Guest JulieT, February 14, 2002
    • 5 replies
    • 4.1k views
    • 
    • Guest
    • March 6, 2002

43. Why a Roth IRA?

    By Guest Wolfpac, March 24, 1999
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • March 29, 1999

44. Can an IRA with a trust as the beneficiary be rolled into an new IRA

    By Guest gmandmjjones, April 26, 2004
    • 5 replies
    • 2.6k views
    • 
    • ElGuapo
    • April 27, 2004

45. DEADLINE FOR REMOVING IRA EXCESS CONTRIBUTION

    By Guest Shelton, April 5, 2001
    • 5 replies
    • 1.5k views
    • 
    • Guest
    • April 11, 2001

46. Roth conversion and nondeductibe IRA

    By Guest Bob Monte, February 27, 2002
    • 5 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • March 2, 2002

47. Inherited IRA--spousal options

    By Felicia, September 14, 2000
    • 5 replies
    • 2.2k views
    • 
    • Bruce Steiner
    • September 24, 2000

48. ROTH IRA "Basis" in Comingled Account

    By Guest Nonsequitur, March 14, 1999
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • March 30, 1999

49. Rolling over a non-qualified vs. qualified distribution from a designated ROTH account to a ROTH IRA

    By David Peckham, August 13, 2018
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • August 16, 2018

50. Calculating RMDs

    By AZinsser, November 18, 2024
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • November 19, 2024