IRAs and Roth IRAs

3,118 topics in this forum

1. IRA 60 Rollover Rules

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

2. AGI too big on audit

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

3. Withdrawal w/o penalty & tax?

   By Guest conlongw, February 29, 2004
   • 2 replies
   • 2.1k views
   • 
   • John G
   • March 1, 2004

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

   By Guest Doug, October 19, 2000
   • 7 replies
   • 2.1k views
   • 
   • Bruce Steiner
   • November 19, 2000

5. Daughter's IRA Startup

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

6. 2001 IRS Pub 590 error?

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

7. Deadline For Making Education Ira Contribution

   By Guest Shelton, September 19, 2001
   • 5 replies
   • 2.1k views
   • 
   • Appleby
   • September 24, 2001

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

   By Guest denisedawson, November 16, 2001
   • 2 replies
   • 2.1k views
   • 
   • Appleby
   • November 19, 2001

9. 10% penalty - Age over 59 1/2

   By Guest RBWarinner, December 8, 1998
   • 1 reply
   • 2.1k views
   • 
   • Guest
   • December 9, 1998

10. IRS issued corrections to 1099-R Instructions

    By Guest RJMOB, December 5, 2006
    • 1 reply
    • 2.1k views
    • 
    • jevd
    • December 5, 2006

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

    By jevd, October 15, 2003
    • 7 replies
    • 2.1k views
    • 
    • jevd
    • October 17, 2003

12. Revised Life expectancy Tables??

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

13. Rollover of 401k to Roth

    By Guest 401k rollover, March 5, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 6, 1999

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

    By Guest BoyAlex, December 1, 2003
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • December 5, 2003

15. IRAs, annuities, and life insurance -- comparison of death

    By dh003i, November 23, 2006
    • 3 replies
    • 2.1k views
    • 
    • John G
    • November 24, 2006

16. Convert IRA to Roth IRA

    By Guest tjpera, August 25, 2001
    • 6 replies
    • 2.1k views
    • 
    • John G
    • August 30, 2001

17. Eligible Rollover Distributions

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

18. IRA funding deadline vs tax filing

    By ombskid, March 20, 2015
    • 8 replies
    • 2.1k views
    • 
    • John G
    • March 30, 2015

19. Real Estate in a Traditional IRA

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

20. Who Is The Beneficiary

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

21. Guaranteed Payments qualify as "Earned Income"?

    By David Olive, April 15, 2021
    • 1 reply
    • 2.1k views
    • 
    • Lou S.
    • April 15, 2021

22. Application of IRC 408(g)

    By J2D2, December 20, 2011
    • 1 reply
    • 2.1k views
    • 
    • mbozek
    • December 20, 2011

23. 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

24. Rollover after Starting Min Distrib

    By Guest Patti Perdue, November 2, 1998
    • 2 replies
    • 2.1k views
    • 
    • Dave Baker
    • November 4, 1998

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

    By Guest PatKF, March 22, 2006
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 31, 2006

26. minimum distribution

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

27. IRAs subjected to back-up withholding?

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

28. ROTH IRA's

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

29. Penalty on overpayment of estimated taxes?

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

30. IRS Announces Limits for 2008

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

31. Inherited IRA

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

32. 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

33. Early withdrawal and qualified distributions

    By Guest cornelio, April 15, 2003
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • April 15, 2003

34. Substantially Equal Payments to avoid 10% penalty

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

35. Roth IRA with Etrade

    By Guest hustler98, December 6, 2004
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • December 12, 2004

36. Inheriting a Roth IRA

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

37. qualified plan to IRA: only transferring the after-tax contributions

    By Guest ashore, November 11, 2003
    • 9 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • November 14, 2003

38. Deadline to set up new roth ira account and have it count in the curre

    By Guest klaussmith, April 6, 2001
    • 2 replies
    • 2.1k views
    • 
    • Appleby
    • April 7, 2001

39. Coding of 1099R for Substantially Equal Perodic Payments post 59 1/2

    By Guest Fishchick, June 4, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • June 11, 2002

40. Roth IRA vs Employer matched 40lK

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

41. Borrowing against Roth IRA

    By Guest SPollock, May 12, 1999
    • 7 replies
    • 2.1k views
    • 
    • John G
    • May 15, 1999

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

    By Guest pete30075, February 2, 2005
    • 5 replies
    • 2.1k views
    • 
    • WDIK
    • February 2, 2005

43. how to unwind contributions when AGI too high?

    By Guest robm26, March 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • March 20, 2000

44. Rollover of 401k to Roth IRA - need help please

    By Guest pinkshell, September 19, 2008
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 21, 2008

45. How to start IRA

    By Guest bjs2025, February 7, 2011
    • 10 replies
    • 2.1k views
    • 
    • John G
    • March 29, 2011

46. 1099R ( help in filing )

    By Guest bobkat, March 10, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 25, 2002

47. IRA's - Minimum Distributions

    By eilano, August 16, 2000
    • 4 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • August 18, 2000

48. Self Directed Roth and Unrelated Buisness Income Tax

    By Guest TNpropertyinvestor, November 1, 2004
    • 7 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • November 13, 2004

49. Borrowing against an IRA

    By Guest SPollock, May 27, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kathy
    • May 27, 1999

50. T. Rowe Price Capital Appreciation Fund

    By Guest kathye, December 14, 2004
    • 9 replies
    • 2.1k views
    • 
    • david rigby
    • December 16, 2004