IRAs and Roth IRAs

3,118 topics in this forum

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

   By Guest Exivate, October 10, 2004
   • 3 replies
   • 2.2k views
   • 
   • John G
   • October 12, 2004

2. "Daily Valuation" Defined?

   By Guest Patrick Foley, June 2, 2003
   • 1 reply
   • 2.2k views
   • 
   • Mary Kay Foss
   • June 3, 2003

3. IRS Releases Revised Model IRA Forms

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

4. Roth conversion timetable

   By Guest jhellyar, May 30, 2001
   • 10 replies
   • 2.2k views
   • 
   • John G
   • June 5, 2001

5. Designated IRA beneficiary is an irrevocable trust.

   By Guest RJM, April 19, 2004
   • 2 replies
   • 2.2k views
   • 
   • ElGuapo
   • April 19, 2004

6. Going from Roth to Traditional IRA

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

7. roth ira versus 401k (w/out matching $)

   By Guest flipwood, September 5, 2000
   • 2 replies
   • 2.2k views
   • 
   • Guest
   • September 24, 2000

8. Beneficial IRA distributions

   By Guest Denise Murphy, August 17, 1999
   • 3 replies
   • 2.2k views
   • 
   • BPickerCPA
   • August 23, 1999

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

   By QDROphile, September 13, 2020
   • 2 replies
   • 2.2k views
   • 
   • QDROphile
   • September 14, 2020

10. IRA COLA adjustments

    By card, November 13, 2006
    • 1 reply
    • 2.2k views
    • 
    • card
    • November 15, 2006

11. Spouse beneficiary rollover to Roth

    By Guest proyce, July 24, 2008
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • July 24, 2008

12. URGENT,REWARD: HOW TO PUT LAND IN ROTH IRA?

    By Guest tmm, March 22, 2000
    • 6 replies
    • 2.2k views
    • 
    • BPickerCPA
    • April 3, 2000

13. IRS LRMs for Roth IRA Prototypes Online

    By Dave Baker, December 7, 1998
    • 0 replies
    • 2.2k views
    • 
    • Dave Baker
    • December 7, 1998

14. Inherited IRA--spousal options

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

15. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 2.2k views
    • 
    • Appleby
    • September 11, 2018

16. Same Owner / Multiple IRA Advantages?

    By Guest AJ Milano, September 28, 1999
    • 8 replies
    • 2.2k views
    • 
    • BPickerCPA
    • October 31, 1999

17. Roth IRA: Married Filing Separately

    By Guest richard_f_r, June 13, 2000
    • 3 replies
    • 2.2k views
    • 
    • John G
    • June 13, 2000

18. Roth IRA with Multiple Primary Beneficiaries

    By Guest dstrange, December 6, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • December 6, 1998

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

    By Guest andrewg, December 17, 1999
    • 5 replies
    • 2.2k views
    • 
    • BPickerCPA
    • December 19, 1999

20. Can I contribute to both a Roth IRA and a traditional IRA?

    By Guest, October 23, 2000
    • 3 replies
    • 2.2k views
    • 
    • John G
    • November 2, 2000

21. Transferring a Roth to a Different Institution

    By Guest ahstein, January 11, 1999
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • February 5, 1999

22. RMD, 60-day rollover, and qualified charitable distribution (QCD)

    By BonoConsilio, May 13, 2011
    • 2 replies
    • 2.2k views
    • 
    • masteff
    • May 14, 2011

23. Inherited IRA bene - later annuitize?

    By Borsley, February 11, 2010
    • 1 reply
    • 2.2k views
    • 
    • masteff
    • February 12, 2010

24. Pension Act - RE: IRA/non-spouse beneficiary

    By Guest jusducki, August 18, 2006
    • 5 replies
    • 2.2k views
    • 
    • jevd
    • August 21, 2006

25. IRA with IRS refund

    By Guest cwilliams2121, February 15, 2006
    • 5 replies
    • 2.2k views
    • 
    • saabraa
    • February 16, 2006

26. Estate Was Ira Beneficiary- Spouse Allowed To Treat As Own

    By Guest AFRICA6796, July 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 30, 2001

27. how to find out if Roth IRA's are protected from creditors in my state

    By Guest tonys, December 1, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • December 1, 1999

28. 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
    • 2.2k views
    • 
    • dh003i
    • July 10, 2004

29. Active participant rules re ESOP

    By Guest Trirod, February 24, 2003
    • 7 replies
    • 2.2k views
    • 
    • mbozek
    • February 27, 2003

30. Eligibility of American UN employee to contribute to Roth IRA?

    By Guest ConfusedInSwitzerland, August 13, 2004
    • 2 replies
    • 2.2k views
    • 
    • JAMES PATRICK
    • August 21, 2004

31. Will conversion to Roth satisfy age 70 1/2 RMD for that year?

    By Guest Steve Hample, December 15, 1999
    • 1 reply
    • 2.2k views
    • 
    • BPickerCPA
    • December 15, 1999

32. Can Multiple IRAs of Deceased Owner be Aggregated for RMD Purposes?

    By Plan Doc, February 23, 2024
    • 4 replies
    • 2.2k views
    • 
    • Plan Doc
    • March 5, 2024

33. Implications of new tax laws

    By John G, June 17, 2003
    • 13 replies
    • 2.2k views
    • 
    • BPickerCPA
    • July 21, 2003

34. RMDs-Death of IRA owner after RBD.

    By MarZDoates, October 26, 2005
    • 1 reply
    • 2.2k views
    • 
    • Bird
    • October 26, 2005

35. Roth IRA

    By Guest littleboymaker, November 22, 2005
    • 2 replies
    • 2.2k views
    • 
    • John G
    • December 5, 2005

36. Refunding invalid rollover

    By Borsley, November 4, 2010
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • December 15, 2010

37. IRA recharacterization problem....

    By Guest OZZY, March 1, 1999
    • 7 replies
    • 2.2k views
    • 
    • Kathy
    • March 17, 1999

38. Fractional Disclaimers in an IRA

    By Guest StanJacobson, October 14, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 14, 1998

39. IRA Distribution Calculation Software

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

40. using IRA towards buying my second house..

    By Guest SEW, August 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • John G
    • August 10, 2001

41. Inherited IRA RMDs

    By Guest younger91, March 15, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 16, 2007

42. One IRA rollover per year rule

    By B21, October 24, 2017
    • 7 replies
    • 2.2k views
    • 
    • C. B. Zeller
    • January 26, 2021

43. CRD Repayment of RMD paid in Stock-2020

    By ERISAGal, June 2, 2020
    • 8 replies
    • 2.2k views
    • 
    • Luke Bailey
    • June 5, 2020

44. If I close a Roth IRA with a loss, how do I report it?

    By Guest Al Walker, December 18, 1999
    • 7 replies
    • 2.2k views
    • 
    • Mary Kay Foss
    • July 20, 2000

45. Using Roth IRA's for first time home buying.

    By Guest Joshua Dix, October 31, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 1, 2005

46. roth ira contribution withdrawal?

    By Guest big_7, April 16, 2006
    • 3 replies
    • 2.2k views
    • 
    • txdd
    • April 17, 2006

47. Converted Roth IRA..how much can I take out w/o penalty?

    By Guest Clocker, February 27, 2004
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • March 8, 2004

48. Rothing and unrothing before Nov 1, 1998

    By Guest LydiaLerner, November 6, 1998
    • 1 reply
    • 2.2k views
    • 
    • Dawn Hafner
    • November 6, 1998

49. IRA - Rollover of Assets

    By Guest AJ Milano, June 3, 2004
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 7, 2004

50. AGI too big on audit

    By Guest jraskin, December 5, 1998
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • December 6, 1998