IRAs and Roth IRAs

3,118 topics in this forum

1. ROTH IRA APARTMENT BUILDING INVESTMENT

   By Guest ROBERT E, October 27, 1999
   • 4 replies
   • 1.7k views
   • 
   • IRC401
   • November 2, 1999

2. Conversion: IRA to Roth

   By Guest BigAl, May 6, 2002
   • 4 replies
   • 1.7k views
   • 
   • Guest
   • May 20, 2002

3. Roth IRA Questions - (new member here)

   By Guest MackSt.Louis, November 4, 2005
   • 4 replies
   • 3.7k views
   • 
   • John G
   • December 5, 2005

4. 60 Day Rollover

   By mathead, May 7, 2010
   • 4 replies
   • 1.3k views
   • 
   • QDROphile
   • May 7, 2010

5. Raising Roth IRA contribution limit from $2,000 to $5,000

   By Guest Hampton, February 15, 1999
   • 4 replies
   • 1.4k views
   • 
   • John G
   • February 24, 1999

6. IRA's - Minimum Distributions

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

7. Purchasing vested company options within traditional IRA

   By Guest e39dinan, April 15, 2011
   • 4 replies
   • 1.5k views
   • 
   • John G
   • April 21, 2011

8. Roth recharacterization by executor

   By Guest PaulW, November 3, 1999
   • 4 replies
   • 1.7k views
   • 
   • John G
   • November 5, 1999

9. Withholding requirement for IRA distribution.

   By Guest Mary Ann, November 21, 2002
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • November 27, 2002

10. Roth IRA contribution

    By Guest ajs6, March 12, 2002
    • 4 replies
    • 1.8k views
    • 
    • John G
    • March 19, 2002

11. 2010 Roth Conversions

    By Guest MSDalt, June 26, 2009
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • June 28, 2009

12. Return of IRA Distribution

    By Guest jfreeborn, January 21, 2011
    • 4 replies
    • 2.8k views
    • 
    • John G
    • February 4, 2011

13. Changing IRA to Roth IRA after retirement

    By Guest Evergrn76, October 16, 2002
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • October 19, 2002

14. IRA owner permitted to recharacterize ’98 conversion in 2001-2002

    By Appleby, December 17, 2001
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • December 27, 2001

15. Cashing stock to begin Roth IRA?

    By Guest calluke, March 27, 2006
    • 4 replies
    • 2.3k views
    • 
    • John G
    • March 30, 2006

16. Contribute to a Conversion Roth?

    By Guest emba129, December 26, 1998
    • 4 replies
    • 1.5k views
    • 
    • John G
    • November 30, 1999

17. IRA Decedent named his Living Trust as his beneficiary

    By RayJJohnsonJr, September 19, 2016
    • 4 replies
    • 1.6k views
    • 
    • RayJJohnsonJr
    • September 20, 2016

18. IRA 60 Rollover Rules

    By Guest fdyer, April 21, 2006
    • 4 replies
    • 2.2k views
    • 
    • John G
    • April 27, 2006

19. Age 59.42 Rollover

    By Guest Jim Brennan, December 3, 1999
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • December 5, 1999

20. Employer Contributions to IRA

    By Guest Thornton, January 15, 2014
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • January 20, 2014

21. A few questions

    By Guest chauncy, September 28, 2002
    • 4 replies
    • 1.6k views
    • 
    • John G
    • October 7, 2002

22. Inherited IRA

    By Jilliandiz, October 25, 2004
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • October 26, 2004

23. Are Roth IRA's protected from creditors

    By Guest Servatius, October 8, 1999
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • December 11, 1999

24. Self Directed IRA - purchased stock in C Corp

    By Spencer, April 30, 2015
    • 4 replies
    • 1.5k views
    • 
    • Spencer
    • May 12, 2015

25. Split Inherited IRA and then do a Trustee-to-Trustee Transfer?

    By Guest TommyC, February 21, 2001
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • February 24, 2001

26. trust beneficiary of retirement plan

    By Scuba 401, March 17, 2021
    • 4 replies
    • 1k views
    • 
    • JOH
    • March 18, 2021

27. Late transfer.

    By Guest Wiggins, September 12, 2004
    • 4 replies
    • 1.2k views
    • 
    • Appleby
    • September 14, 2004

28. IRA withdrawal & deposit ?

    By Guest tom2, February 4, 2006
    • 4 replies
    • 2.5k views
    • 
    • John G
    • February 21, 2006

29. ROTH as investment vehicle for kids college

    By Guest simbarat, January 9, 2002
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 10, 2002

30. Excess Roth IRA Contribution

    By ROCPost585, January 23
    • 4 replies
    • 1.1k views
    • 
    • Appleby
    • January 28

31. Roth IRA distributions

    By Guest Bobem, January 24, 2005
    • 4 replies
    • 1.5k views
    • 
    • John G
    • January 26, 2005

32. New Split-Refund Form Available for Public Comment

    By Appleby, August 31, 2006
    • 4 replies
    • 1.5k views
    • 
    • Appleby
    • September 1, 2006

33. depositing a 401(k) corrective distribution into an IRA. deductible/nondeductible.

    By Lori H, March 3, 2005
    • 4 replies
    • 1.4k views
    • 
    • Lori H
    • March 4, 2005

34. can i roll roth ira into hsa ?

    By Guest butrflychsr, February 12, 2007
    • 4 replies
    • 4.4k views
    • 
    • John G
    • February 13, 2007

35. IRA $$ Stolen

    By J Simmons, May 9, 2024
    • 4 replies
    • 3.4k views
    • 
    • Luke Bailey
    • May 11, 2024

36. Separate Accounts and RMD

    By Guest P A Weick, March 10, 2003
    • 4 replies
    • 2.3k views
    • 
    • mbozek
    • March 17, 2003

37. 401(k) in addition to IRA

    By Guest booboo, March 18, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 1999

38. Confusing surrounding what is a ROTH IRA qualified withdrawal

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

39. Reporting Direct rollovers (conversions) From QPs etc. to Roth IRAs in 2008

    By jevd, March 7, 2008
    • 4 replies
    • 2k views
    • 
    • Appleby
    • March 8, 2008

40. What about the 770 account?

    By Guest Scotty M., November 12, 2014   

    • retirement income
    • infinite banking
    • (and 2 more)

      Tagged with:

      • retirement income
      • infinite banking
      • 770 acount
      • income for life
    • 4 replies
    • 4.6k views
    • 
    • Bird
    • November 12, 2014

41. Options Trading in IRA

    By Guest mlee, May 19, 2004
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • May 20, 2004

42. The four-year spread -- can you use it "piecemneal"?

    By Guest Charlene Ives, March 20, 1999
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 22, 1999

43. Back Door IRAs

    By Sydney, June 15, 2017
    • 4 replies
    • 1.1k views
    • 
    • jashendorf
    • June 16, 2017

44. Withdrawing funds from an IRA

    By Guest sgj, January 23, 2003
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • January 24, 2003

45. 401(k) in-service dist to IRA, then to charity in Jan 2013

    By Guest kprhok, January 24, 2013
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 2, 2013

46. substantially equal payments

    By Guest john cablet, December 27, 1999
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 28, 1999

47. Withdrawl contributions (roth IRA)

    By Guest bigred1612, May 24, 2006
    • 4 replies
    • 2.8k views
    • 
    • John G
    • May 27, 2006

48. Is it permissable to accelerate the remaining 3/4 of my Roth conversio

    By Guest, December 28, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • December 29, 1999

49. Ineligible for a Roth

    By Guest Cyclone, February 18, 2004
    • 4 replies
    • 1.2k views
    • 
    • John G
    • February 19, 2004

50. begin Roth now or after April 17th?

    By Guest calluke, March 29, 2006
    • 4 replies
    • 1.6k views
    • 
    • John G
    • March 30, 2006