IRAs and Roth IRAs

3,120 topics in this forum

1. Do profits from stocks count as income.

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

2. Roth IRA Book

   By Gary Lesser, November 13, 1998
   • 0 replies
   • 2.1k views
   • 
   • Gary Lesser
   • November 13, 1998

3. Hidden differences MF co vs. brokerage

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

4. How much to start a Roth IRA? More than one fund OK? Can I select indi

   By Guest diggerdave, October 20, 2000
   • 5 replies
   • 2.1k views
   • 
   • John G
   • October 23, 2000

5. IRA to IRA Exchange

   By Randy Watson, November 4, 2008
   • 5 replies
   • 2.1k views
   • 
   • jevd
   • November 5, 2008

6. Transfer IRA to SEP

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

7. What is included in (MAGI)?

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

8. 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

9. IRA contributions

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

10. Inherited IRA

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

11. 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
    • 
    • Appleby
    • February 19, 2004

12. Roth for Sixteen Year Olds

    By Guest cushmanw, February 5, 2001
    • 7 replies
    • 2.1k views
    • 
    • John G
    • February 13, 2001

13. Section 72(t) - Substantial Equal Periodic Payments

    By Guest John E McGrady III, April 16, 1999
    • 6 replies
    • 2.1k views
    • 
    • John Olsen
    • May 11, 1999

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

    By Guest jnsjr, February 24, 2005
    • 1 reply
    • 2.1k views
    • 
    • ElGuapo
    • February 25, 2005

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

    By Übernerd, September 30, 2004
    • 4 replies
    • 2.1k views
    • 
    • Übernerd
    • October 4, 2004

16. Accrued interest

    By ombskid, January 15, 2010
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • February 19, 2010

17. Name Change On IRA>

    By Guest Bobbysax, January 3, 2007
    • 5 replies
    • 2.1k views
    • 
    • JanetM
    • January 9, 2007

18. 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

19. Can I open a Roth IRA as a gift to my children even if they have no ea

    By Guest sidhum, October 23, 2000
    • 1 reply
    • 2.1k views
    • 
    • John G
    • October 23, 2000

20. Distribution From Roth

    By Guest jfreeborn, December 17, 2010
    • 7 replies
    • 2.1k views
    • 
    • masteff
    • February 15, 2013

21. avoidance of 59 1/2 penalty

    By wsp, November 16, 2005
    • 6 replies
    • 2.1k views
    • 
    • jevd
    • November 17, 2005

22. Roth IRA Disability Income

    By Guest Mary Rinaldi, May 14, 2002
    • 1 reply
    • 2.1k views
    • 
    • papogi
    • May 14, 2002

23. Comingled 401K transfer into existing funded IRA account

    By Guest SusanS, March 28, 1999
    • 2 replies
    • 2.1k views
    • 
    • Kathy
    • April 5, 1999

24. RMD for year of death- tax reporting

    By Guest Shelton, September 17, 2001
    • 3 replies
    • 2.1k views
    • 
    • Bruce Steiner
    • September 17, 2001

25. Roth IRA after 65

    By Guest Patricia Krug, February 18, 2003
    • 6 replies
    • 2.1k views
    • 
    • Appleby
    • February 19, 2003

26. Long Term Care IRA withdrawal

    By Guest cjjaml2, August 1, 2005
    • 2 replies
    • 2k views
    • 
    • Appleby
    • August 14, 2005

27. Spouse benefits in a qualified plan, may I still contribute a deductible contribution to an IRA.

    By 2muchstress, December 17, 2003
    • 1 reply
    • 2k views
    • 
    • Appleby
    • December 17, 2003

28. I added $20 extra to last year's Roth IRA contribution (2002) that I now <br>need to push onto this year's contribution (2003)

    By Guest jmaland, September 25, 2003
    • 1 reply
    • 2k views
    • 
    • Appleby
    • September 25, 2003

29. Under 59 1/2, take out money from Roth Ira below level I paid taxes on?

    By Guest Barbaraira, November 23, 2003
    • 2 replies
    • 2k views
    • 
    • Appleby
    • November 25, 2003

30. 401k tax

    By Guest luuuliu, July 31, 2001
    • 6 replies
    • 2k views
    • 
    • david rigby
    • August 1, 2001

31. 401k rollover

    By Guest mlgordon, January 7, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 28, 1999

32. Roth IRA over contibutions

    By Guest royboy11, February 18, 2001
    • 3 replies
    • 2k views
    • 
    • Guest
    • February 25, 2001

33. IRA CONTRIBUTIONS

    By Felicia, July 6, 2000
    • 5 replies
    • 2k views
    • 
    • papogi
    • May 24, 2004

34. Have you ever considered what happens to the "tax free" bene

    By Guest BJames, April 28, 1999
    • 13 replies
    • 2k views
    • 
    • Guest
    • May 13, 1999

35. Pecuniary Bequest

    By jane123, April 22, 2005
    • 2 replies
    • 2k views
    • 
    • mbozek
    • April 25, 2005

36. use of notice 2000-32 ,excess contribution as a negative number. how

    By Guest bobkat, February 26, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • March 3, 2001

37. Multiple Beneficiaries - Single Beneficiary IRA?

    By Guest AJ Milano, September 7, 2004
    • 6 replies
    • 2k views
    • 
    • Appleby
    • September 7, 2004

38. Traditional IRA - how to handle worthless investment?

    By Guest Troy S., December 12, 2007
    • 2 replies
    • 2k views
    • 
    • John G
    • December 13, 2007

39. SEP/Roth can i do both in same year?

    By Guest LHelleren, December 18, 1998
    • 1 reply
    • 2k views
    • 
    • Guest
    • December 22, 1998

40. IRA - Rollover COntributions

    By Guest AJ Milano, February 21, 2002
    • 7 replies
    • 2k views
    • 
    • mbozek
    • February 22, 2002

41. Maximum Income for Roth IRA contribution

    By Guest Yan, April 24, 1999
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • April 25, 1999

42. Non-Spousal Inherited IRAs

    By JAY21, October 9, 2007
    • 2 replies
    • 2k views
    • 
    • dmwe
    • November 2, 2007

43. ira rollover to roth

    By Guest nab420, October 28, 2007
    • 4 replies
    • 2k views
    • 
    • John G
    • March 8, 2008

44. Actual income vs. 1998-2001 Roth Conversion Income

    By Guest John Blake, September 28, 2000
    • 2 replies
    • 2k views
    • 
    • John G
    • October 1, 2000

45. Received 2 1099-R's for my Roth IRA

    By Guest Lonnie_parry, January 28, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 29, 1999

46. Roth Redemptions Prior to Five Years

    By Guest mbaker, December 1, 1998
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 1, 1998

47. Laid Off- Want to Roll over to Self direct IRA or Roth. Which is BETTER?

    By Guest cliff47, December 14, 2003
    • 2 replies
    • 2k views
    • 
    • Mary Kay Foss
    • December 22, 2003

48. Failed Roth Conversion

    By Randy Watson, May 29, 2009
    • 3 replies
    • 2k views
    • 
    • jevd
    • May 29, 2009

49. Can I contribute to both a Roth and SIMPLE IRA in the same year?

    By Guest CCDB, October 4, 1999
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • October 4, 1999

50. combining IRAs (one is from a Keogh)

    By Gudgergirl, March 23, 2010
    • 2 replies
    • 2k views
    • 
    • Guest
    • March 27, 2010