IRAs and Roth IRAs

3,120 topics in this forum

1. Roth Conversion Frequency

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

2. When and by what law were IRAs first created?

   By Kathy, April 6, 1999
   • 3 replies
   • 2.1k views
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   • John Olsen
   • April 7, 1999

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

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

4. Transfered IRA from one place to another, they took out a "fee"

   By Guest bnewcol, January 20, 2013
   • 3 replies
   • 2.1k views
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   • John G
   • February 1, 2013

5. 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
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   • Appleby
   • April 7, 2001

6. 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
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   • mbozek
   • February 21, 2005

7. Can I designate anyone as a beneficiary?

   By Guest KierenTaig, February 3, 2005
   • 6 replies
   • 2.1k views
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   • Guest
   • February 25, 2005

8. how to unwind contributions when AGI too high?

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

9. Can contributions be made to an IRA after the account owner dies?

   By katieinny, March 9, 2005
   • 3 replies
   • 2.1k views
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   • mbozek
   • March 12, 2005

10. Mistitled Inherited IRA. Any recourse?

    By Philster, February 23, 2022
    • 2 replies
    • 2.1k views
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    • Philster
    • March 9, 2022

11. Borrowing against an IRA

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

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

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

13. Rolling over a non-qualified vs. qualified distribution from a designated ROTH account to a ROTH IRA

    By David Peckham, August 13, 2018
    • 5 replies
    • 2.1k views
    • 
    • Luke Bailey
    • August 16, 2018

14. IRA's - Minimum Distributions

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

15. Reporting Roth IRA on 1040

    By Guest jeni, March 30, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 1999

16. Requirement for a new Roth IRA Account every year?

    By Guest Liferescue, April 19, 2002
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2002

17. 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

18. Theft of IRA Assets & Settlement

    By Danny CPA, December 2, 2022
    • 3 replies
    • 2.1k views
    • 
    • Peter Gulia
    • December 3, 2022

19. 1099R ( help in filing )

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

20. T. Rowe Price Capital Appreciation Fund

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

21. IRA Distribution Options

    By Guest SPollock, August 26, 1999
    • 9 replies
    • 2.1k views
    • 
    • Guest
    • September 25, 1999

22. IRA Beneficiaries and second marriages

    By Guest PBrinckerhoff, September 2, 1999
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • September 3, 1999

23. Form 8606, Nondeductible IRAs

    By Guest Mr.P, December 29, 2005
    • 3 replies
    • 2.1k views
    • 
    • Lori Friedman
    • December 29, 2005

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

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

25. Of QVECs, VDECs and Minimum Distributions

    By rocknrolls2, September 2, 1999
    • 0 replies
    • 2.1k views
    • 
    • rocknrolls2
    • September 2, 1999

26. Where to put $4500 Roth Ira?

    By Guest sunshinepepper, February 11, 2005
    • 4 replies
    • 2.1k views
    • 
    • John G
    • February 15, 2005

27. IRA Question

    By Guest jkriv03, May 17, 2006
    • 6 replies
    • 2.1k views
    • 
    • John G
    • May 19, 2006

28. 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

29. Withholding tax on Roth IRA conversion?

    By Guest Robert Gould, February 25, 2001
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • February 25, 2001

30. American and foreign wife have questions about Roth IRA

    By Guest toddwyks, April 22, 2001
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • May 21, 2001

31. Roth Conversion,Roth Rollover--10% Penalty Applies?

    By Guest David Hammond SRS, March 23, 1999
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 25, 1999

32. Withdrawal from Roth IRA

    By Guest vvk, March 1, 2007
    • 5 replies
    • 2.1k views
    • 
    • Guest
    • March 15, 2007

33. Rich Person's Roth

    By austin3515, January 22, 2020
    • 9 replies
    • 2.1k views
    • 
    • ESOP Guy
    • January 23, 2020

34. Section 72(t) Blues

    By Guest Hickory6, August 13, 2002
    • 10 replies
    • 2.1k views
    • 
    • Guest
    • August 29, 2002

35. No TIN Estate for IRA Beneficiary

    By Guest Penny40, September 18, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • September 19, 2002

36. Roth IRA Conversion?

    By Guest Mona, May 17, 2004
    • 9 replies
    • 2.1k views
    • 
    • John G
    • May 19, 2004

37. Contributory Roth Ira

    By Guest Marcel, February 3, 1999
    • 4 replies
    • 2.1k views
    • 
    • John G
    • February 24, 1999

38. 4 Year spread question

    By Guest jimbro, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • John G
    • February 10, 2006

39. Reporting prohibited transactions in IRAs

    By Guest lync, July 8, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 2, 2010

40. State Taxes on Roth IRA Conversions?

    By Guest larry weiss, March 20, 2002
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • March 25, 2002

41. Withdrawl of Roth IRA original contributions

    By Guest saber, February 20, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2004

42. Roth IRA Conversion tax payments

    By Guest Cleveland Matt, November 25, 2009
    • 1 reply
    • 2.1k views
    • 
    • jevd
    • November 27, 2009

43. Do I have to track the stocks I buy and sell in my Roth IRA Account?

    By Guest Cori Tipton, July 6, 2000
    • 2 replies
    • 2.1k views
    • 
    • John G
    • July 11, 2000

44. Can I still contribute to my Roth?

    By Guest otown_29, March 15, 2004
    • 5 replies
    • 2.1k views
    • 
    • John G
    • March 17, 2004

45. Roth IRA investment strategies?

    By Guest IRAnewbie, July 20, 2004
    • 8 replies
    • 2.1k views
    • 
    • Guest
    • August 1, 2004

46. Stocks to IRA

    By Guest ucirsharma@yahoo.com, September 23, 2007
    • 11 replies
    • 2.1k views
    • 
    • jpod
    • October 8, 2007

47. MRD at dod - paid to estate or beneficiary?

    By Guest BJW, July 11, 2001
    • 5 replies
    • 2.1k views
    • 
    • Mary Kay Foss
    • July 13, 2001

48. RMD IRA and Power of Appointment

    By Hickoo, August 12, 2015   

    • RMD IRA Trust Designated Bene
    • 4 replies
    • 2.1k views
    • 
    • mbozek
    • August 18, 2015

49. Calculating RMDs

    By AZinsser, November 18, 2024
    • 5 replies
    • 2.1k views
    • 
    • Peter Gulia
    • November 19, 2024

50. Trust as Beneficiary

    By jane123, June 11, 2003
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • June 18, 2003