IRAs and Roth IRAs

3,120 topics in this forum

1. Roth IRA

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

2. Successor Beneficiary RMDs

   By Dobber, January 20, 2023
   • 2 replies
   • 2.2k views
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   • Appleby
   • October 4, 2023

3. using IRA towards buying my second house..

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

4. IRA - Rollover of Assets

   By Guest AJ Milano, June 3, 2004
   • 6 replies
   • 2.2k views
   • 
   • Guest
   • June 7, 2004

5. Implications of new tax laws

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

6. Refunding invalid rollover

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

7. Conversion and contribution in same year - allowed?

   By Michael Devault, March 17, 2000
   • 2 replies
   • 2.2k views
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   • John G
   • March 17, 2000

8. AGI too big on audit

   By Guest jraskin, December 5, 1998
   • 1 reply
   • 2.2k views
   • 
   • BPickerCPA
   • December 6, 1998

9. Should I clear debt from 0% card before putting money into IRA?

   By Guest shaselai, January 3, 2007
   • 8 replies
   • 2.2k views
   • 
   • John G
   • January 4, 2007

10. Application of IRC 408(g)

    By J2D2, December 20, 2011
    • 1 reply
    • 2.2k views
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    • mbozek
    • December 20, 2011

11. IRA recharacterization problem....

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

12. 2001 IRS Pub 590 error?

    By txdd, December 3, 2001
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • December 7, 2001

13. RMDs-Death of IRA owner after RBD.

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

14. Withdrawal w/o penalty & tax?

    By Guest conlongw, February 29, 2004
    • 2 replies
    • 2.2k views
    • 
    • John G
    • March 1, 2004

15. IRA 60 Rollover Rules

    By Guest fdyer, April 21, 2006
    • 4 replies
    • 2.2k views
    • 
    • John G
    • April 27, 2006

16. Can after-tax money in a 401K plan be rolled over (NOT converted) to a

    By Guest megsdad, June 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • June 8, 1999

17. Transfer of decedent IRA from one plan to another. Which plan document controls?

    By jevd, October 15, 2003
    • 7 replies
    • 2.2k views
    • 
    • jevd
    • October 17, 2003

18. How can I invest to be qualified to roll a regular IRA into a ROTH in

    By Guest Doug, October 19, 2000
    • 7 replies
    • 2.2k views
    • 
    • Bruce Steiner
    • November 19, 2000

19. 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

20. Daughter's IRA Startup

    By Guest Stiggy, May 31, 2006
    • 5 replies
    • 2.2k views
    • 
    • John G
    • August 8, 2006

21. Determination of the taxable portion of a 401K rolled over to an IRA

    By Guest pete30075, February 2, 2005
    • 5 replies
    • 2.2k views
    • 
    • WDIK
    • February 2, 2005

22. Cashing in a Roth IRA held for greater than 5 years

    By Guest PatKF, March 22, 2006
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • March 31, 2006

23. Convert IRA to Roth IRA

    By Guest tjpera, August 25, 2001
    • 6 replies
    • 2.2k views
    • 
    • John G
    • August 30, 2001

24. How to start IRA

    By Guest bjs2025, February 7, 2011
    • 10 replies
    • 2.2k views
    • 
    • John G
    • March 29, 2011

25. roth ira contribution withdrawal?

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

26. 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

27. Death distributions to a non spouse when deceased was over 70.5

    By Guest denisedawson, November 16, 2001
    • 2 replies
    • 2.2k views
    • 
    • Appleby
    • November 19, 2001

28. Paying the penalties for excess contributions over three years.

    By Guest BoyAlex, December 1, 2003
    • 1 reply
    • 2.2k views
    • 
    • Appleby
    • December 5, 2003

29. 10% penalty - Age over 59 1/2

    By Guest RBWarinner, December 8, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 9, 1998

30. Deadline For Making Education Ira Contribution

    By Guest Shelton, September 19, 2001
    • 5 replies
    • 2.2k views
    • 
    • Appleby
    • September 24, 2001

31. Rollover of 401k to Roth

    By Guest 401k rollover, March 5, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • March 6, 1999

32. Revised Life expectancy Tables??

    By Guest David Hammond CISP, July 6, 2000
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • July 27, 2000

33. Borrowing against Roth IRA

    By Guest SPollock, May 12, 1999
    • 7 replies
    • 2.2k views
    • 
    • John G
    • May 15, 1999

34. IRS issued corrections to 1099-R Instructions

    By Guest RJMOB, December 5, 2006
    • 1 reply
    • 2.2k views
    • 
    • jevd
    • December 5, 2006

35. Early withdrawal and qualified distributions

    By Guest cornelio, April 15, 2003
    • 8 replies
    • 2.2k views
    • 
    • Guest
    • April 15, 2003

36. Eligible Rollover Distributions

    By joel, January 14, 2013
    • 10 replies
    • 2.1k views
    • 
    • joel
    • March 27, 2013

37. Who Is The Beneficiary

    By Appleby, May 7, 2002
    • 6 replies
    • 2.1k views
    • 
    • BPickerCPA
    • May 9, 2002

38. Inheriting a Roth IRA

    By Guest JOW EA, December 17, 1998
    • 13 replies
    • 2.1k views
    • 
    • Kathy
    • April 5, 1999

39. Real Estate in a Traditional IRA

    By Lori H, May 12, 2003
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • May 12, 2003

40. ROTH IRA's

    By Guest jkriv03, February 10, 2006
    • 4 replies
    • 2.1k views
    • 
    • mwyatt
    • February 12, 2006

41. minimum distribution

    By Tom Poje, June 24, 2008
    • 10 replies
    • 2.1k views
    • 
    • jpod
    • June 26, 2008

42. IRS Announces Limits for 2008

    By Appleby, October 18, 2007
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • October 24, 2007

43. Roth Conversion & Aggregating Conduit IRAs w/ "POST-TAX" assets

    By Guest Richard Plant, June 12, 2004
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • June 15, 2004

44. Roth IRA buying 51% share in Real Estate owning LLC

    By Guest deepdrinker, July 6, 2009
    • 4 replies
    • 2.1k views
    • 
    • John G
    • July 31, 2009

45. IRAs subjected to back-up withholding?

    By Guest Shelton, April 19, 2002
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 26, 2002

46. Substantially Equal Payments to avoid 10% penalty

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

47. Roth IRA vs Employer matched 40lK

    By Guest Janie H., October 30, 2000
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • October 30, 2000

48. Penalty on overpayment of estimated taxes?

    By Guest Lonnie_parry, January 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • January 13, 1999

49. Inherited IRA

    By Guest LAD, September 25, 2002
    • 7 replies
    • 2.1k views
    • 
    • Guest
    • October 2, 2002

50. Roth Conversion Frequency

    By Guest Vicky M, June 4, 2000
    • 1 reply
    • 2.1k views
    • 
    • John G
    • June 5, 2000