IRAs and Roth IRAs

3,118 topics in this forum

1. SEP-IRA and Roth contributions allowed at the same time?

   By Guest bsmith12, September 10, 2005
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • September 30, 2005

2. Successor Beneficiary RMDs

   By Dobber, January 20, 2023
   • 2 replies
   • 2.1k views
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   • Appleby
   • October 4, 2023

3. IRA Distribution Options

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

4. Roth Conversion Frequency

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

5. Withholding tax on Roth IRA conversion?

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

6. IRA Custodian Mistake - Did not implement Roth Conversion

   By 401_4_ever, March 5, 2015
   • 3 replies
   • 2.1k views
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   • John G
   • March 30, 2015

7. Reporting Roth IRA on 1040

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

8. 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

9. Of QVECs, VDECs and Minimum Distributions

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

10. Form 8606, Nondeductible IRAs

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

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

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

12. 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

13. Withdrawal from Roth IRA

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

14. IRA Beneficiary Dies Hours After Original Depositor

    By guestdelta, September 5, 2024
    • 7 replies
    • 2.1k views
    • 
    • Belgarath
    • December 27, 2024

15. Investment Aggressive Enough

    By Guest franky, May 24, 2001
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • May 29, 2001

16. 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

17. Section 72(t) Blues

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

18. No TIN Estate for IRA Beneficiary

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

19. IRA Beneficiaries and second marriages

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

20. Roth IRA Conversion?

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

21. Traditional IRA Conversion?

    By Guest machIcj, April 28, 2002
    • 10 replies
    • 2.1k views
    • 
    • John G
    • May 2, 2002

22. IRA Question

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

23. Roth IRA Conversion tax payments

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

24. Reporting prohibited transactions in IRAs

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

25. 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

26. Withdrawl of Roth IRA original contributions

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

27. Trust as Beneficiary

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

28. 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

29. American and foreign wife have questions about Roth IRA

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

30. Contributory Roth Ira

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

31. Transfer IRA to SEP

    By Guest charcoal89, June 18, 2004
    • 1 reply
    • 2.1k views
    • 
    • Appleby
    • June 19, 2004

32. Conversion and contribution in same year - allowed?

    By Michael Devault, March 17, 2000
    • 2 replies
    • 2.1k views
    • 
    • John G
    • March 17, 2000

33. 4 Year spread question

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

34. Hidden differences MF co vs. brokerage

    By Guest vvk, January 4, 2007
    • 2 replies
    • 2.1k views
    • 
    • John G
    • January 5, 2007

35. What is included in (MAGI)?

    By Guest BThaler, December 5, 1998
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • December 6, 1998

36. What is the basis of the regulation language limiting the exclusion from AGI to IRA RMDs only?

    By BeckyMiller, September 21, 2005
    • 7 replies
    • 2.1k views
    • 
    • BeckyMiller
    • September 26, 2005

37. Can I still contribute to my Roth?

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

38. 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

39. Do profits from stocks count as income.

    By Guest, March 29, 2000
    • 2 replies
    • 2.1k views
    • 
    • John G
    • March 30, 2000

40. Inherited IRA

    By Guest gogators, June 21, 2007
    • 5 replies
    • 2.1k views
    • 
    • BPickerCPA
    • June 22, 2007

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

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

42. roth ira trustees who will hold restricted stock,i.e. small company issues by private placement

    By Guest rx8, February 18, 2004
    • 2 replies
    • 2.1k views
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    • Appleby
    • February 19, 2004

43. State Taxes on Roth IRA Conversions?

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

44. IRA contributions

    By Gary, January 21, 2010
    • 13 replies
    • 2.1k views
    • 
    • GMK
    • January 29, 2010

45. IRA to IRA Exchange

    By Randy Watson, November 4, 2008
    • 5 replies
    • 2k views
    • 
    • jevd
    • November 5, 2008

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

    By katieinny, March 9, 2005
    • 3 replies
    • 2k views
    • 
    • mbozek
    • March 12, 2005

47. Rich Person's Roth

    By austin3515, January 22, 2020
    • 9 replies
    • 2k views
    • 
    • ESOP Guy
    • January 23, 2020

48. Deceased IRA Owner's Beneficiary Is a Trust -- Is Transfer Taxable?

    By Übernerd, September 30, 2004
    • 4 replies
    • 2k views
    • 
    • Übernerd
    • October 4, 2004

49. Calculation of 50% Excess Accumulation Tax on Missed RMD

    By Guest jnsjr, February 24, 2005
    • 1 reply
    • 2k views
    • 
    • ElGuapo
    • February 25, 2005

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

    By Kathy, April 6, 1999
    • 3 replies
    • 2k views
    • 
    • John Olsen
    • April 7, 1999