IRAs and Roth IRAs

3,118 topics in this forum

1. Inheriting an IRA

   By Guest Donaldson, May 20, 2005
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • May 23, 2005

2. Thinking of investing in a ROTH IRA

   By Guest hkolln, December 8, 2000
   • 4 replies
   • 1.7k views
   • 
   • John G
   • December 11, 2000

3. 1999 Recharacterization of 1998 IRA Conversion

   By Guest robkol, March 9, 2000
   • 4 replies
   • 1.4k views
   • 
   • Guest
   • March 9, 2000

4. Late Recharacterization from Roth IRA to Regular IRA

   By Guest memarama76, December 19, 2005
   • 4 replies
   • 1.5k views
   • 
   • John G
   • December 23, 2005

5. Another "who is the beneficiary?”

   By Guest AFRICA6796, December 28, 2001
   • 4 replies
   • 1.6k views
   • 
   • david rigby
   • December 28, 2001

6. Ending 72(t) Withdrawals

   By Guest John Prizer, March 15, 2012
   • 4 replies
   • 3.4k views
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   • Bird
   • March 16, 2012

7. How much money do I need to open an IRA?

   By Guest shanna_RN_1, February 17, 2005
   • 4 replies
   • 3k views
   • 
   • dh003i
   • February 19, 2005

8. 2 questions

   By Guest Ric310, April 1, 2005
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • April 2, 2005

9. 2011 Income exceeded Roth IRA contribution limits while contributing.

   By Guest Wanttoberichoneday, April 18, 2012
   • 4 replies
   • 1.6k views
   • 
   • Guest
   • April 19, 2012

10. multiple IRAs to Roth (deductible and non-deductible)

    By Guest LRicci, December 12, 1998
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 13, 1998

11. Roth IRA (is 9% realistic)

    By Guest runninlate, April 8, 2006
    • 4 replies
    • 3.3k views
    • 
    • Guest
    • April 10, 2006

12. Excess Roth contribution

    By Guest Gilbert, May 10, 2007
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • May 12, 2007

13. Roth IRA Proceeds

    By Guest Stiggy, October 28, 2003
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • November 13, 2003

14. Roth conversion and other tax attributes

    By Guest TJG, December 9, 1998
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • December 14, 1998

15. Roth IRA Beginner: Help!

    By Guest CCCarter, May 25, 1999
    • 4 replies
    • 1.6k views
    • 
    • John G
    • May 25, 1999

16. What if we exceed the AGI amount?

    By Guest lisa9wong, March 17, 2000
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 17, 2000

17. Self directed IRA used to purchase Employer Stock.

    By katieinny, June 21, 2005
    • 4 replies
    • 1.9k views
    • 
    • WDIK
    • June 22, 2005

18. How much can I contribute per year?

    By Guest hammr, April 16, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 16, 2001

19. Missed IRA purchase due date?

    By Guest Ted7, May 4, 2004
    • 4 replies
    • 1.4k views
    • 
    • txdd
    • May 10, 2004

20. IRA or Roth IRA

    By Guest rpm, June 22, 2005
    • 4 replies
    • 1.5k views
    • 
    • mbozek
    • June 28, 2005

21. Asset allocation

    By Guest Gracey, May 15, 2008
    • 4 replies
    • 1.9k views
    • 
    • John G
    • May 15, 2008

22. Roth IRAs--IRS Admits Rules were incorrect

    By Guest Christine, May 27, 1999
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • May 27, 1999

23. Which RMD Payment Option to Use for IRA Beneficiary?

    By Guest David Hammond CISP, October 5, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 6, 2000

24. IRA Contributions 2002

    By Guest MEGary, June 25, 2002
    • 4 replies
    • 1.6k views
    • 
    • BPickerCPA
    • June 28, 2002

25. Moonlighting Employee with Solo(k); Active Participant for IRA Purposes?

    By rocknrolls2, February 9, 2019
    • 4 replies
    • 794 views
    • 
    • Luke Bailey
    • February 11, 2019

26. tax penalty first year

    By Guest Carl, December 7, 1998
    • 4 replies
    • 1.8k views
    • 
    • kocak
    • December 16, 1998

27. Using a Roth IRA for childs education

    By Guest ryally, November 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • JAMES PATRICK
    • December 27, 2001

28. Hedge Funds in IRA's

    By Guest TaxBill, February 5, 2002
    • 4 replies
    • 2.5k views
    • 
    • Jon Chambers
    • February 7, 2002

29. How to close a worthless Roth IRA?

    By Guest ffrreedd, December 20, 2005
    • 4 replies
    • 2.6k views
    • 
    • Appleby
    • December 21, 2005

30. Coverting IRA distribution to Roth

    By Guest chick, June 16, 2009
    • 4 replies
    • 1.8k views
    • 
    • masteff
    • June 22, 2009

31. Put too much in ROTH

    By Guest Makarov, January 15, 2009
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 30, 2009

32. Recharacterize Roth Conversion Question.

    By Guest irr7342, March 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • John G
    • March 25, 2001

33. withdrawing from ira account

    By Guest fruski, February 27, 2003
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • March 6, 2003

34. Tracking basis in an IRA with a Rollover of after-tax $

    By jevd, February 25, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 1, 2004

35. Roth Income Limit

    By Guest amber_fort, March 20, 2007
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • March 22, 2007

36. Roth conversions cause "underestimated tax penalty"!

    By Guest Shar, April 10, 1999
    • 4 replies
    • 3.4k views
    • 
    • BPickerCPA
    • June 13, 1999

37. Must both the 1st and 2nd RMD be taken from a distribution from a qualified plan before rollover to an IRA?

    By Guest BKH, February 6, 2004
    • 4 replies
    • 1.1k views
    • 
    • BPickerCPA
    • February 8, 2004

38. Inherited "Inherited IRA"

    By MGOAdmin, April 7, 2020   

    • inherited ira
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • April 16, 2020

39. Rmd For Deceased- Whose Tax Id Number Should It Be Reported Under?

    By Guest Taxwoman, June 22, 2001
    • 4 replies
    • 3.7k views
    • 
    • Appleby
    • June 29, 2001

40. IRA division on divorce requiring Letter of Instruction

    By Guest QDROs, May 11, 2007
    • 4 replies
    • 9.5k views
    • 
    • J Simmons
    • May 12, 2007

41. Custodians

    By Guest yelena, April 29, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • May 3, 2005

42. Can I get by with only paying the Account Maintenance Fee once with Vanguard?

    By Guest LondonBroil, January 12, 2005
    • 4 replies
    • 1.3k views
    • 
    • ElGuapo
    • January 14, 2005

43. How to calculate early IRA withdrawals?

    By Guest troutman, March 29, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2000

44. ROTH - Allowable Investments

    By Guest barry312, March 21, 2002
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 29, 2002

45. Borrowing from a Roth

    By Guest calle_betis, August 10, 2004
    • 4 replies
    • 1.1k views
    • 
    • John G
    • August 11, 2004

46. I want to open a roth ira, advice needed..thanks

    By Guest sunpharee, April 5, 2005
    • 4 replies
    • 1.4k views
    • 
    • John G
    • April 7, 2005

47. Distribution from an IRA

    By mjf624, April 26, 2016   

    • IRA Distribution
    • 4 replies
    • 1.3k views
    • 
    • Mike Preston
    • April 15, 2017

48. Limitations on Distributions from IRA

    By Guest SBlack, March 6, 2001
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • March 9, 2001

49. Getting rid of my $ Planner. What to do with Roth?

    By Guest kstealth25, October 29, 2002
    • 4 replies
    • 1.2k views
    • 
    • John G
    • October 31, 2002

50. Roth contributions and AGI problems

    By Guest Radiohead, November 26, 2008
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • March 14, 2009