IRAs and Roth IRAs

3,120 topics in this forum

1. Required Distributions for Beneficiaries

   By Guest robertcusick, March 30, 2000
   • 4 replies
   • 1.5k views
   • 
   • John Olsen
   • March 30, 2000

2. New Roth IRA and 401k limits; Roth 401k

   By Guest ferrad, October 8, 2000
   • 4 replies
   • 2.1k views
   • 
   • Guest
   • October 8, 2000

3. Rolling stock certificates from a 401K to a Roth IRA

   By Guest Dave Blaschke, August 31, 2000
   • 4 replies
   • 2.9k views
   • 
   • Guest
   • September 14, 2000

4. Tax advantage to a Roth IRA loss?

   By Guest PaulRo, February 19, 2005
   • 4 replies
   • 1.8k views
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   • Guest
   • February 26, 2005

5. Saving for a first home with a Roth IRA

   By Guest Darcy, June 21, 1999
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • July 2, 1999

6. MAGI affected by 401k/457?

   By Guest gwargasm, February 23, 2008
   • 4 replies
   • 4.2k views
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   • Guest
   • February 27, 2008

7. I know a Roth IRA can own a business, can it be a dba?

   By Guest telarsen, February 21, 2005
   • 4 replies
   • 2.1k views
   • 
   • mbozek
   • February 21, 2005

8. Recharacterized more than contribution amount from Roth to Traditional IRA

   By steve-o, May 8, 2013
   • 4 replies
   • 1.6k views
   • 
   • steve-o
   • June 12, 2013

9. excess contributions into a Roth IRA - do you have to take them out in

   By Guest Erwin G, December 12, 2000
   • 4 replies
   • 1.6k views
   • 
   • BPickerCPA
   • December 14, 2000

10. Rollover of IRA to 401(k) to Avoid MRDs

    By PMC, September 12, 2008
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • September 13, 2008

11. Withdrawal, re-deposit of IRA within 60 days...

    By Guest Carl C, August 11, 2004
    • 4 replies
    • 18.7k views
    • 
    • Belgarath
    • August 11, 2004

12. What do all these terms mean?

    By Guest Hawaiian_Kalohi, June 1, 2001
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • June 4, 2001

13. Non-spouse beneficiary Options

    By Lori Foresz, February 9, 2004
    • 4 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • February 15, 2004

14. IRA distributed to incorrect bene...

    By Guest TPAStacey, October 9, 2008
    • 4 replies
    • 3.1k views
    • 
    • John G
    • October 9, 2008

15. One IRA Rollover per Year Rule

    By Pension RC, March 3, 2016
    • 4 replies
    • 1.1k views
    • 
    • Pension RC
    • March 4, 2016

16. Inherited IRA and RMD's

    By kwalified, December 18, 2018
    • 4 replies
    • 1.1k views
    • 
    • Appleby
    • December 20, 2018

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

    By Plan Doc, February 23, 2024
    • 4 replies
    • 2.5k views
    • 
    • Plan Doc
    • March 5, 2024

18. Beneficiary IRAs

    By Bruce Steiner, March 19, 2003
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • March 25, 2003

19. Restrictions on number of IRA's?

    By Guest diss25, November 19, 2003
    • 4 replies
    • 1.1k views
    • 
    • John G
    • November 19, 2003

20. IRA investment in real estate

    By Guest SCUDDESLER, December 9, 2003
    • 4 replies
    • 3.4k views
    • 
    • mbozek
    • December 10, 2003

21. IRA that allow real estate investments

    By Craig Schiller, April 1, 2013   

    • IRA that holds real estate
    • 4 replies
    • 2.2k views
    • 
    • John G
    • July 31, 2013

22. IRA Conversion Withholding

    By Guest redlenses, April 14, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • April 20, 2006

23. Merging Roth Contributory IRA opened in 1998 with Roth Conversion IRA

    By Guest, January 26, 2001
    • 4 replies
    • 2.4k views
    • 
    • Guest
    • January 26, 2001

24. Roth 2 Roth transfer

    By Guest Azer, October 9, 2005
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • October 11, 2005

25. Investment mistaken as a distribution by custodian.

    By Flight33, April 3, 2014
    • 4 replies
    • 1.5k views
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    • masteff
    • April 4, 2014

26. ROTH CONVERSION DEADLINE FOR 1999?

    By John G, April 12, 2000
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • April 12, 2000

27. Roth IRA vs Employer matched 40lK

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

28. Divorce Decree- Spouses signature required?

    By Guest Just Visiting, December 24, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • December 27, 2002

29. roth earnings withdrawal prior to age 59 tax free

    By Guest tom bochenek, January 7, 2001
    • 4 replies
    • 1.8k views
    • 
    • John G
    • January 7, 2001

30. Withdrawing From A Roth IRA before 59.5

    By Run4life, July 26, 2020
    • 4 replies
    • 1.5k views
    • 
    • Belgarath
    • August 3, 2020

31. Open Roth IRA for 2001 after filing 2001 return?

    By Guest cecbur, March 23, 2002
    • 4 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • March 24, 2002

32. inheriting two IRA accounts from the same spouse

    By Ron Torgesen, October 25, 2021
    • 4 replies
    • 1.2k views
    • 
    • Ron Torgesen
    • October 30, 2021

33. IRA partial rollover to qualified plan

    By thepensionmaven, October 25, 2017
    • 4 replies
    • 1.5k views
    • 
    • Larry Starr
    • October 27, 2017

34. Roth Recharacterization Question.

    By Guest Mike C, July 31, 1999
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • August 4, 1999

35. RMD from IRA containing stock that is restricted and probably now worthless

    By Kathy, December 31, 2003
    • 4 replies
    • 2.1k views
    • 
    • Kathy
    • December 31, 2003

36. Front-end fee?

    By Guest socjo1976, March 23, 2007
    • 4 replies
    • 9k views
    • 
    • John G
    • March 28, 2007

37. Prepaid Tuition vs. Educ Roth

    By Guest Webster, December 24, 1998
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • January 13, 1999

38. Ira

    By Guest RTURNER, April 10, 2002
    • 4 replies
    • 1.6k views
    • 
    • John G
    • April 10, 2002

39. Starting a Roth IRC - Which funds to choose?

    By Guest jstn, November 1, 2005
    • 4 replies
    • 1.9k views
    • 
    • John G
    • November 2, 2005

40. Do you have to report 1998 Roth Contributions?

    By Guest swilsonw, January 7, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 13, 1999

41. Contribute IRA

    By Guest marka, March 8, 2002
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • March 11, 2002

42. Can I have more than 1 Roth IRA?

    By Guest Tyster, February 3, 2007
    • 4 replies
    • 18.4k views
    • 
    • John G
    • February 5, 2007

43. Convert IRA basis only to Roth IRA?

    By Guest richard black, December 27, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 14, 1999

44. IRA for mom and dad. Withdrawl question....

    By Guest downeyjo, August 21, 2005
    • 4 replies
    • 1.3k views
    • 
    • John G
    • August 23, 2005

45. Roth IRA and eligiblity.

    By Guest Lauragirl12, February 7, 2002
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • February 8, 2002

46. Roth IRA: Savings vs. Certificate of Deposit

    By Guest berg67, September 28, 2000
    • 4 replies
    • 6.2k views
    • 
    • John G
    • September 29, 2000

47. keeping company stock shares when requesting 401(k) distribution

    By Cathy from Chicago, May 12, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • May 21, 2001

48. Reducing traditional IRA balance by both required minimum distributions and Roth Conversion distributions after age 70 1/2

    By Guest fuzzydogs, January 3, 2004
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 8, 2004

49. 401K to IRA to Roth IRA Question

    By Guest DN, March 27, 2001
    • 4 replies
    • 1.4k views
    • 
    • John G
    • March 28, 2001

50. Excess Contribution-Roth IRA

    By Guest mfox, February 7, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2002