IRAs and Roth IRAs

3,118 topics in this forum

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

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

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

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

3. Roth for Sixteen Year Olds

   By Guest cushmanw, February 5, 2001
   • 7 replies
   • 2k views
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   • John G
   • February 13, 2001

4. Long Term Care IRA withdrawal

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

5. Roth IRA Disability Income

   By Guest Mary Rinaldi, May 14, 2002
   • 1 reply
   • 2k views
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   • papogi
   • May 14, 2002

6. Where to put $4500 Roth Ira?

   By Guest sunshinepepper, February 11, 2005
   • 4 replies
   • 2k views
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   • John G
   • February 15, 2005

7. Roth IRA after 65

   By Guest Patricia Krug, February 18, 2003
   • 6 replies
   • 2k views
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   • Appleby
   • February 19, 2003

8. RMD for year of death- tax reporting

   By Guest Shelton, September 17, 2001
   • 3 replies
   • 2k views
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   • Bruce Steiner
   • September 17, 2001

9. 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
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   • Appleby
   • November 25, 2003

10. 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
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    • Appleby
    • December 17, 2003

11. avoidance of 59 1/2 penalty

    By wsp, November 16, 2005
    • 6 replies
    • 2k views
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    • jevd
    • November 17, 2005

12. 401k tax

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

13. Roth IRA investment strategies?

    By Guest IRAnewbie, July 20, 2004
    • 8 replies
    • 2k views
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    • Guest
    • August 1, 2004

14. Pecuniary Bequest

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

15. Traditional IRA - how to handle worthless investment?

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

16. 401k rollover

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

17. Roth IRA over contibutions

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

18. Accrued interest

    By ombskid, January 15, 2010
    • 1 reply
    • 2k views
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    • Guest
    • February 19, 2010

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

    By Guest diggerdave, October 20, 2000
    • 5 replies
    • 2k views
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    • John G
    • October 23, 2000

20. 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
    • 2k views
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    • John G
    • October 23, 2000

21. ira rollover to roth

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

22. 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

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

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

24. Non-Spousal Inherited IRAs

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

25. Multiple Beneficiaries - Single Beneficiary IRA?

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

26. 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
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    • Mary Kay Foss
    • December 22, 2003

27. IRA CONTRIBUTIONS

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

28. Roth IRA Book

    By Gary Lesser, November 13, 1998
    • 0 replies
    • 2k views
    • 
    • Gary Lesser
    • November 13, 1998

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

    By Guest Liferescue, April 19, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • April 19, 2002

30. SIMPLE IRA Providers

    By austin3515, March 24, 2004
    • 1 reply
    • 2k views
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    • John G
    • March 24, 2004

31. Estate tax deduction for taxes pd on recharacterized Roth IRA?

    By Guest M. Thomson, March 19, 2002
    • 3 replies
    • 2k views
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    • Mary Kay Foss
    • March 20, 2002

32. Distribution From Roth

    By Guest jfreeborn, December 17, 2010
    • 7 replies
    • 2k views
    • 
    • masteff
    • February 15, 2013

33. Name Change On IRA>

    By Guest Bobbysax, January 3, 2007
    • 5 replies
    • 2k views
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    • JanetM
    • January 9, 2007

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

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

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

    By Kathy, December 31, 2003
    • 4 replies
    • 2k views
    • 
    • Kathy
    • December 31, 2003

36. how to retire early using an IRA

    By Guest set4life, April 19, 2004
    • 9 replies
    • 2k views
    • 
    • John G
    • April 21, 2004

37. pre-2008 roth 401(k) rollovers

    By Guest Mr. Kite, August 4, 2007
    • 2 replies
    • 2k views
    • 
    • masteff
    • September 18, 2007

38. Education IRA contribution deadline.

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

39. Can I open a year 2000 Roth IRA if I have already filed my 2000 tax re

    By Guest mvandraren, February 20, 2001
    • 9 replies
    • 2k views
    • 
    • Guest
    • February 23, 2001

40. conversion from ira to roth ira, what is maximum AGI limit

    By Guest mike wiedmeyer, March 22, 2000
    • 1 reply
    • 2k views
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    • John G
    • March 22, 2000

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

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

42. Distributions

    By Guest sansbroker, November 7, 2000
    • 6 replies
    • 2k views
    • 
    • Guest
    • November 9, 2000

43. Theft of IRA Assets & Settlement

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

44. Failed Roth Conversion

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

45. 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
    • 2k views
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    • John G
    • July 11, 2000

46. invest houses (Merril) market "Stretch IRA" but is it only using the new IRS rules to allow yuse of named beneficiary's life expectancy?

    By Guest CashBalance, July 9, 2004
    • 6 replies
    • 2k views
    • 
    • mbozek
    • July 11, 2004

47. IRAs subject to government forfeiture?

    By Gudgergirl, February 13, 2011
    • 2 replies
    • 2k views
    • 
    • mbozek
    • February 14, 2011

48. Confusing surrounding what is a ROTH IRA qualified withdrawal

    By Guest Jennif102, August 1, 2007
    • 4 replies
    • 2k views
    • 
    • Guest
    • August 3, 2007

49. 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

50. Planning for My Grandson's Future

    By Guest Jasmine, March 26, 2006
    • 5 replies
    • 2k views
    • 
    • Guest
    • April 2, 2006