IRAs and Roth IRAs

3,118 topics in this forum

1. Donald R. Levy (passed away on June 29)

   By Gary Lesser, July 3, 2008
   • 0 replies
   • 1.5k views
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   • Gary Lesser
   • July 3, 2008

2. Donating RMD to a qualified charity

   By katieinny, September 24, 2014   

   • still available for 2014?
   • 10 replies
   • 2.3k views
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   • mbozek
   • November 14, 2014

3. Downsides to a Roth?

   By Guest trixie13, March 9, 2005
   • 12 replies
   • 2.9k views
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   • John G
   • March 11, 2005

4. Draft 8606- Still no Rollover of after-tax from QP

   By Appleby, May 25, 2005
   • 3 replies
   • 1.2k views
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   • jevd
   • May 26, 2005

5. Drafting

   By Guest MRoth, December 23, 1998
   • 0 replies
   • 1.4k views
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   • Guest
   • December 23, 1998

6. Due date for conversion?

   By Guest BillH, March 21, 1999
   • 1 reply
   • 2k views
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   • Guest
   • March 22, 1999

7. Duties of a closing trust department

   By Guest AEA, December 7, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • December 7, 2000

8. Duty to diversify investments in a self-directed IRA?

   By Guest ERISA_kid, December 2, 2003
   • 5 replies
   • 1.6k views
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   • E as in ERISA
   • December 4, 2003

9. early distribution 1st time homebuyer

   By Guest 1sttimebuyer, January 7, 2006
   • 0 replies
   • 1.6k views
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   • Guest
   • January 7, 2006

10. Early distribution from ROTH IRAs

    By Guest earthscaper, October 12, 2008
    • 5 replies
    • 2.6k views
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    • masteff
    • October 14, 2008

11. Early Distribution Rule

    By Guest walgie, May 3, 2004
    • 7 replies
    • 1.4k views
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    • BPickerCPA
    • May 4, 2004

12. early Roth distribution and IRS tax implications

    By Guest blue_indiana, April 9, 2005
    • 4 replies
    • 1.9k views
    • 
    • John G
    • April 19, 2005

13. Early Roth withdrawal

    By Guest Earl Baker, July 5, 2001
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • July 5, 2001

14. Early Roth Withdrawal part 2

    By Guest Earl Baker, July 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 13, 2001

15. Early Roth withdrawl, what are the penalties?

    By Guest soberjedi, March 23, 2000
    • 7 replies
    • 1.5k views
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    • Guest
    • March 25, 2000

16. Early Roth Withdrawls

    By Guest scooter, March 9, 1999
    • 2 replies
    • 1.4k views
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    • John G
    • March 23, 1999

17. Early Withdrawal - First time Homeowner

    By Guest kare8ear22, January 8, 2003
    • 1 reply
    • 1.2k views
    • 
    • JAMES PATRICK
    • January 9, 2003

18. Early withdrawal and qualified distributions

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

19. early withdrawal from Roth

    By Guest enigmaaaaa, December 29, 2003
    • 1 reply
    • 1k views
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    • Appleby
    • December 29, 2003

20. Early withdrawal from Roth IRA

    By Guest lvdr, February 17, 2006
    • 1 reply
    • 1.6k views
    • 
    • John G
    • February 17, 2006

21. early withdrawal of a roth for home purchase

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2000

22. Early withdrawal of roth funds

    By Guest gebster, December 30, 2007
    • 1 reply
    • 1.3k views
    • 
    • John G
    • December 30, 2007

23. early withdrawal of roth ira converted from traditional ira in 1998

    By Guest aker6789, June 15, 2002
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • June 27, 2002

24. Early withdrawal of Roth-IRA. Penalties?

    By Guest kherman, November 12, 2002
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • November 13, 2002

25. Early Withdrawal Penalty

    By Mary Kay Foss, December 1, 2001
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 11, 2001

26. Early Withdrawal Penalty on ROTH Conversion?

    By Guest David Hammond SRS, July 8, 1999
    • 1 reply
    • 1.6k views
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    • Kathy
    • July 8, 1999

27. Early withdrawl from Roth for down payment on house

    By Guest swing, July 24, 2007
    • 1 reply
    • 1.6k views
    • 
    • papogi
    • July 25, 2007

28. early withdrawl question (roth)

    By Guest pdog101, July 20, 2005
    • 1 reply
    • 1.5k views
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    • Appleby
    • July 21, 2005

29. Early withdrawls from Roth IRAs

    By Guest zeroinone, August 20, 2000
    • 2 replies
    • 1.5k views
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    • John G
    • August 20, 2000

30. Early withdraws?

    By Guest sillyswany, May 3, 2004
    • 2 replies
    • 1.2k views
    • 
    • John G
    • May 4, 2004

31. Earned Income question

    By Guest husstang, January 13, 2004
    • 1 reply
    • 907 views
    • 
    • John G
    • January 13, 2004

32. Earned income Vs. Adjusted Gross Income in determining Roth contributi

    By Guest AlanKwiatkowski, March 11, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • March 11, 1999

33. Earnings in a foreign country

    By Guest mrprobate, April 1, 2005
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • April 1, 2005

34. Earnings On Bounce Check

    By Guest Shelton, October 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • October 6, 2001

35. EARNINGS ON EXCESS ROTH IRA CONTRIBUTION

    By Guest Jamie8, February 24, 2005
    • 0 replies
    • 1k views
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    • Guest
    • February 24, 2005

36. Education IRA

    By Guest Alk, December 15, 1998
    • 0 replies
    • 1.4k views
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    • Guest
    • December 15, 1998

37. Education IRA contribution deadline.

    By Guest denisedawson, January 22, 2001
    • 2 replies
    • 2k views
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    • JAMES PATRICK
    • February 10, 2001

38. Education IRA contribution last day(age 18)

    By Guest AFRICA6796, December 4, 2001
    • 3 replies
    • 1.6k views
    • 
    • Gary Lesser
    • December 13, 2001

39. Education IRA Has A New Name

    By Appleby, July 27, 2001
    • 6 replies
    • 1.7k views
    • 
    • Michael Devault
    • August 7, 2001

40. Education Roth IRA phase out calculation

    By Guest pentex, February 7, 2002
    • 1 reply
    • 1.4k views
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    • Guest
    • February 7, 2002

41. Education Savings Account-trade Commission Issue

    By Guest Taxwoman, June 4, 2002
    • 0 replies
    • 1.2k views
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    • Guest
    • June 4, 2002

42. Education withdrawals from Roth IRA

    By Guest bobg, April 6, 1999
    • 1 reply
    • 1.2k views
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    • Kathy
    • April 6, 1999

43. Educational IRA???

    By Guest maryestes, April 15, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • April 15, 1999

44. educational iras

    By Guest jennifer jones, February 9, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 9, 1999

45. Educational IRAs - LRMs or Opinion Letter Procedure

    By Guest Amy Erlbacher Anderson, July 7, 1999
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • May 18, 2004

46. educational savings with roths

    By Guest Angie Horn, October 2, 1999
    • 5 replies
    • 1.5k views
    • 
    • John G
    • October 7, 1999

47. educational withdrawals from 72t plans

    By Guest Vernon Bates, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • March 6, 2001

48. Effect of conversion when future audit results in AGI > $100,000.

    By Guest Del Rae, March 17, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 17, 1999

49. EGTRRA Default IRA

    By Guest JMKirschbaum, May 15, 2002
    • 7 replies
    • 2.2k views
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    • mbozek
    • May 16, 2002

50. Eligability to establish a Roth

    By Guest mcampla, August 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • August 17, 2000