IRAs and Roth IRAs

3,118 topics in this forum

1. Will this work? ROTH IRA

   By Guest SprinklerGuy, October 2, 2002
   • 5 replies
   • 1.4k views
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   • mbozek
   • October 8, 2002

2. Spousal IRA

   By Guest kr402, August 15, 2003
   • 5 replies
   • 1.2k views
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   • Appleby
   • August 17, 2003

3. 4 Year spread question

   By Guest jimbro, February 9, 2006
   • 5 replies
   • 2.1k views
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   • John G
   • February 10, 2006

4. IRA verses, Roth IRA verses, 401K

   By Guest kr402, August 16, 2003
   • 5 replies
   • 2.7k views
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   • dh003i
   • August 21, 2003

5. Roth Conversion IRA

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

6. Withdrawing ROTH Contributions within the year

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

7. Spousal IRA eligibility

   By Guest Hickory6, July 30, 2002
   • 5 replies
   • 1.9k views
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   • mbozek
   • July 31, 2002

8. Duty to diversify investments in a self-directed IRA?

   By Guest ERISA_kid, December 2, 2003
   • 5 replies
   • 1.6k views
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   • E as in ERISA
   • December 4, 2003

9. Traditional AND Roth

   By Guest tgille, September 1, 2005
   • 5 replies
   • 1.5k views
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   • WDIK
   • September 6, 2005

10. IRA for non-US citizens? and other questions.

    By Guest andrewg, April 2, 1999
    • 5 replies
    • 23.3k views
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    • Guest
    • April 3, 1999

11. Substantially Equal Payments to avoid 10% penalty

    By MarZDoates, May 31, 2002
    • 5 replies
    • 2.1k views
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    • MarZDoates
    • May 31, 2002

12. MLPs in an IRA

    By Guest RJRogers, May 14, 2011
    • 5 replies
    • 2.3k views
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    • mbozek
    • May 16, 2011

13. Post 55 distribution from Pension Cashout w/ no penalty?

    By Guest irr7342, May 10, 2002
    • 5 replies
    • 1.8k views
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    • Michael Devault
    • May 11, 2002

14. Roth IRA for children

    By Guest jperez12, March 16, 2001
    • 5 replies
    • 1.7k views
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    • John G
    • March 18, 2001

15. Daughter's IRA Startup

    By Guest Stiggy, May 31, 2006
    • 5 replies
    • 2.1k views
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    • John G
    • August 8, 2006

16. How much to start a Roth IRA? More than one fund OK? Can I select indi

    By Guest diggerdave, October 20, 2000
    • 5 replies
    • 2k views
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    • John G
    • October 23, 2000

17. 2001 IRS Pub 590 error?

    By txdd, December 3, 2001
    • 5 replies
    • 2.1k views
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    • Guest
    • December 7, 2001

18. if I only have misc income (post doc grant): can I still contribute

    By Guest postdoc, April 28, 2004
    • 5 replies
    • 1.5k views
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    • mbozek
    • April 30, 2004

19. Correcting Excess Contributions to a Traditional IRA

    By Guest i_dont_know, August 30, 2011
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • September 2, 2011

20. Tax treatment of Roth IRA gains involving excess contributions

    By Guest uneek, April 2, 2006
    • 5 replies
    • 1.8k views
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    • John G
    • April 7, 2006

21. RMD - can we switch between single and joint life expectancy

    By Guest Nadine, September 28, 2001
    • 5 replies
    • 2.2k views
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    • BPickerCPA
    • September 30, 2001

22. IRA investing in Real Estate LLC

    By Guest seentheworld, September 5, 2007
    • 5 replies
    • 1.8k views
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    • John G
    • September 7, 2007

23. SEPP from and IRA Annuity Contract OK?

    By Guest danmar, October 3, 2000
    • 5 replies
    • 2k views
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    • Guest
    • October 4, 2000

24. unqualified Roth IRA contributions

    By Guest swamp100, April 3, 2006
    • 5 replies
    • 3.6k views
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    • txdd
    • April 19, 2006

25. Where to start?

    By Guest IRAnewbie, June 18, 2004
    • 5 replies
    • 1.4k views
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    • dh003i
    • June 23, 2004

26. Beneficiary wants to name a beneficiary for IRA

    By Guest Crystal, February 3, 2000
    • 5 replies
    • 1.5k views
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    • Wessex
    • February 7, 2000

27. MRD at dod - paid to estate or beneficiary?

    By Guest BJW, July 11, 2001
    • 5 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • July 13, 2001

28. Correcting Transfer Directly from 401k to Roth

    By Guest Lyric, March 21, 1999
    • 5 replies
    • 1.6k views
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    • John G
    • April 10, 1999

29. Timing of Roth Contribution

    By Guest Richard VandenBrul, February 6, 2000
    • 5 replies
    • 1.5k views
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    • BPickerCPA
    • February 10, 2000

30. 5 Year Rule - Inherited Roth IRAs

    By austin3515, February 2, 2022
    • 5 replies
    • 1.7k views
    • 
    • Peter Gulia
    • February 4, 2022

31. Beneficiary Designation

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

32. roth ira transfer and contribution possible mistake

    By Guest 5313173, February 25, 2003
    • 5 replies
    • 1.3k views
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    • John G
    • February 26, 2003

33. ROTH vs IRA

    By Guest bikermama, March 14, 2008
    • 5 replies
    • 2.2k views
    • 
    • John G
    • March 16, 2008

34. HELP!! I guess it is time for me to buy an IRA (Roth). Which do I buy

    By Guest Jeffrey M, February 15, 2000
    • 5 replies
    • 1.5k views
    • 
    • John G
    • February 17, 2000

35. Payroll Deduction Progams for IRA's

    By Guest mmacer, March 1, 2002
    • 5 replies
    • 1.6k views
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    • John G
    • March 3, 2002

36. Substantially Equal periodic payments

    By Guest Michelle M, October 4, 2002
    • 5 replies
    • 1.6k views
    • 
    • Appleby
    • October 17, 2002

37. Aggregating RMD's between IRA Accounts and IRA Annuities

    By Guest Fishchick, September 30, 2005
    • 5 replies
    • 2.4k views
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    • mbozek
    • October 4, 2005

38. Roth IRA's bought through Buy and Hold

    By Guest freshair, July 10, 2007
    • 5 replies
    • 1.8k views
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    • John G
    • July 11, 2007

39. 72(t) Substantially Equal IRA distributions missed

    By Guest Noidy, September 7, 2005
    • 5 replies
    • 1.5k views
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    • Appleby
    • September 10, 2005

40. SIMPLE IRA and 72(t)

    By 415 Limit, March 12, 2012
    • 5 replies
    • 2k views
    • 
    • Appleby
    • March 19, 2012

41. IRA rollover ok in light of SEPP?

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

42. What retirement account options exist when IRA income limits are excee

    By Guest, October 24, 2000
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • November 3, 2000

43. How to obtain Estate Tax exclusion for Roth IRA resources using "

    By Guest cunz28, May 24, 2001
    • 5 replies
    • 1.6k views
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    • Bruce Steiner
    • May 27, 2001

44. Recharacterization: 1099-R Year?

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

45. IRS Releases Revised Model IRA Forms

    By Guest David Hammond CISP, April 24, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • October 9, 2002

46. Buying & Selling Within an IRA

    By Guest augustineregal@yahoo.com, June 27, 2011
    • 4 replies
    • 1.6k views
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    • masteff
    • June 30, 2011

47. Revised Life expectancy Tables??

    By Guest David Hammond CISP, July 6, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 27, 2000

48. Minimum distributions from annuity contracts into a Roth.

    By Guest AD, March 4, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 7, 2000

49. Roth distrubution subject to 10% penalty and other taxation if reinves

    By Guest Rok, March 1, 2001
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 1, 2001

50. Deductible Ira And 401k

    By Guest Moneypenny, February 4, 2002
    • 4 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 11, 2002