IRAs and Roth IRAs

3,118 topics in this forum

1. Eligibilibty for Roth contribution and for conversion of Regular IRA to Roth

   By Guest Rond, March 19, 2009
   • 4 replies
   • 1.9k views
   • 
   • K2retire
   • March 20, 2009

2. Eligibility for ROTH IRA

   By Guest Bokil, March 7, 2000
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • March 7, 2000

3. Eligibility for Roth IRA when filing status is married filing separate

   By Guest Judy Edwards, March 31, 2000
   • 1 reply
   • 1.3k views
   • 
   • Michael Devault
   • March 31, 2000

4. Eligibility of American UN employee to contribute to Roth IRA?

   By Guest ConfusedInSwitzerland, August 13, 2004
   • 2 replies
   • 2.2k views
   • 
   • JAMES PATRICK
   • August 21, 2004

5. eligibility question

   By Guest bbennett, January 19, 2002
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • January 19, 2002

6. Eligible Rollover Distributions

   By joel, January 14, 2013
   • 10 replies
   • 2.1k views
   • 
   • joel
   • March 27, 2013

7. Employee Plan News-If you are not already a subscriber to this newsletter, you may be interested in signing up

   By Appleby, December 19, 2003
   • 0 replies
   • 1k views
   • 
   • Appleby
   • December 19, 2003

8. Employee-Stock Purchase and Roth IRA

   By Guest Diana, March 14, 1999
   • 1 reply
   • 2.2k views
   • 
   • John G
   • March 14, 1999

9. Employer 'Retirement Plan' Using IRA's

   By Guest ILM, March 30, 2012
   • 1 reply
   • 1.4k views
   • 
   • ETA Consulting LLC
   • March 30, 2012

10. Employer Chose the Custodian of my Roth IRA

    By Guest Confu, January 16, 2008
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • January 18, 2008

11. Employer contributed Roth IRA?

    By Guest Mimi, November 20, 2003
    • 2 replies
    • 1.1k views
    • 
    • Guest
    • November 21, 2003

12. Employer contributions to employee's Roth IRA

    By cpa2000, April 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 4, 2014

13. Employer Contributions to IRA

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

14. Employer Contributions to IRA

    By Guest Thomas2006, May 2, 2007
    • 3 replies
    • 7.8k views
    • 
    • Guest
    • May 3, 2007

15. Employer reporting

    By Guest JG44, November 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • November 16, 2007

16. Employer Sponsored Roth IRA

    By Guest J Samuelson, May 7, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 8, 1999

17. Employer's Profit Share plan cause IRA to not be deductible?

    By Guest bayinsure, March 27, 2007
    • 27 replies
    • 8.3k views
    • 
    • Guest
    • July 10, 2007

18. Ending 72(t) Withdrawals

    By Guest John Prizer, March 15, 2012
    • 4 replies
    • 3.4k views
    • 
    • Bird
    • March 16, 2012

19. Entrust

    By eilano, July 23, 2002
    • 0 replies
    • 1.5k views
    • 
    • eilano
    • July 23, 2002

20. Equities: Oct to July stats

    By John G, August 1, 2003
    • 5 replies
    • 1.4k views
    • 
    • John G
    • August 3, 2003

21. ESA--funding

    By Felicia, November 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 16, 2004

22. ESAs Renunciation by Responsible Individual

    By Felicia, November 19, 2004
    • 0 replies
    • 967 views
    • 
    • Felicia
    • November 19, 2004

23. ESOP getting in the way of 401k contribution?

    By Guest tonys, June 17, 2000
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • June 19, 2000

24. Establish ROTH IRA for minor child

    By Guest Barney Byrd, March 12, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 18, 2000

25. Establishment of IRA

    By Guest cease, January 23, 2004
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 30, 2004

26. Estate as IRA Beneficiary

    By Guest JROSSITTER, October 24, 2003
    • 10 replies
    • 5.7k views
    • 
    • mbozek
    • October 31, 2003

27. Estate IRA beneficiary with trust

    By B21, July 11, 2018
    • 7 replies
    • 2.2k views
    • 
    • Appleby
    • September 11, 2018

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

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

29. Estate Tax Valuation of decedent's community interest in survivor's IR

    By Guest Jenny E, June 18, 1999
    • 1 reply
    • 1.3k views
    • 
    • John Olsen
    • June 20, 1999

30. Estate Was Ira Beneficiary- Spouse Allowed To Treat As Own

    By Guest AFRICA6796, July 23, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 30, 2001

31. Estimated Tax Payments

    By Guest banderson4, December 13, 1998
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • January 12, 1999

32. Estimated Tax required on Roth Conversions?

    By Guest genea99, January 2, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • January 2, 2000

33. ETF'S

    By Guest runninlate, January 6, 2007
    • 3 replies
    • 1.5k views
    • 
    • John G
    • January 7, 2007

34. Ex-spouse Beneficiary

    By Guest JK Comm, April 12, 2002
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • April 13, 2002

35. Exceeded 1999 Roth IRA Contributions - Accidentally

    By Guest mmmcmar, September 15, 2000
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • September 18, 2000

36. Exceeding AGI limit

    By Guest barbk, December 11, 1998
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • December 11, 1998

37. Excess accumulation 50% tax -- How does IRS respond?

    By Guest BoyAlex, November 15, 2003
    • 7 replies
    • 5.9k views
    • 
    • Appleby
    • December 2, 2003

38. Excess amount in Education IRA

    By Guest chandra patel, March 22, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 24, 1999

39. Excess contribution must be removed by tax filing deadline +extension to avoid 6-percent penalty. How does this affect reallocation/redesignation to contribution for future year?

    By Appleby, June 17, 2004
    • 0 replies
    • 2.8k views
    • 
    • Appleby
    • June 17, 2004

40. Excess contribution to a Roth, investment lost money since the contrib

    By Guest jacqui a, February 19, 2001
    • 1 reply
    • 1.8k views
    • 
    • Appleby
    • February 19, 2001

41. Excess Contribution to ROTH IRA

    By Guest john2491, March 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • March 29, 2012

42. Excess contribution to Roth IRA

    By Guest Trirod, January 22, 2003
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 22, 2003

43. Excess contribution to Roth take it out or leave it in.

    By Guest cswan57, April 28, 2001
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • May 3, 2001

44. Excess Contribution-Roth IRA

    By Guest mfox, February 7, 2002
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 26, 2002

45. excess contributions into a Roth IRA - do you have to take them out in

    By Guest Erwin G, December 12, 2000
    • 4 replies
    • 1.6k views
    • 
    • BPickerCPA
    • December 14, 2000

46. Excess IRA contribution converted to Roth

    By cathyw, December 27, 2022
    • 6 replies
    • 2.7k views
    • 
    • cathyw
    • December 29, 2022

47. Excess Matching Contributions in SIMPLE IRA

    By wmyer, December 19, 2000
    • 0 replies
    • 1.4k views
    • 
    • wmyer
    • December 19, 2000

48. Excess Roth contribution

    By Guest Gilbert, May 10, 2007
    • 4 replies
    • 1.7k views
    • 
    • Appleby
    • May 12, 2007

49. Excess Roth Contribution - 2018

    By DTH, April 26, 2019
    • 1 reply
    • 872 views
    • 
    • Appleby
    • April 29, 2019

50. Excess ROTH Contributions Calculating Gain

    By Guest smedsker, April 13, 2004
    • 2 replies
    • 1k views
    • 
    • John G
    • April 13, 2004