IRAs and Roth IRAs

3,118 topics in this forum

1. IRA's vs 401K

   By Guest cfree3, October 27, 2007
   • 4 replies
   • 2.5k views
   • 
   • Appleby
   • October 29, 2007

2. Roth-IRA MAGI Limit Question and Strategy

   By Guest fsutaylor31, October 27, 2004
   • 4 replies
   • 1.4k views
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   • dh003i
   • October 27, 2004

3. ira rollover to roth

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

4. Taxation on conversion to Roth IRA

   By MoShawn, August 4, 2010
   • 4 replies
   • 1.2k views
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   • Guest
   • August 5, 2010

5. Trust as Beneficiary

   By Guest PIDGE, July 9, 2002
   • 4 replies
   • 1.5k views
   • 
   • Guest
   • July 23, 2002

6. Where to set up an initial ROTH IRA?

   By Guest fsutaylor31, October 27, 2004
   • 4 replies
   • 1.5k views
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   • dh003i
   • October 28, 2004

7. Roth IRA designation of trust as beneficiary

   By Guest Jeff Brock, December 15, 1999
   • 4 replies
   • 3k views
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   • Bruce Steiner
   • January 3, 2000

8. Seeking Clarification on Roth IRA Withdrawal

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

9. Combine IRA Accounts

   By Guest luuuliu, July 6, 2001
   • 4 replies
   • 2.7k views
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   • John G
   • July 8, 2001

10. Where to put $4500 Roth Ira?

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

11. charitable donations

    By DDB BN, February 5, 2020
    • 4 replies
    • 1.8k views
    • 
    • Larry Starr
    • February 7, 2020

12. Check Book IRA?

    By Guest Dan Shea, August 30, 2013
    • 4 replies
    • 4k views
    • 
    • K2retire
    • May 13, 2014

13. New to investing seeking a bit of advise on Roth..

    By Guest mandoris, January 4, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • January 6, 2000

14. Reporting the distribution of an annuity "IN KIND"

    By jevd, February 24, 2009
    • 4 replies
    • 2.3k views
    • 
    • Appleby
    • March 14, 2009

15. Roth IRA buying 51% share in Real Estate owning LLC

    By Guest deepdrinker, July 6, 2009
    • 4 replies
    • 2.1k views
    • 
    • John G
    • July 31, 2009

16. Can an IRA hold a stock in a non-publicly traded security?

    By Guest roger k, November 9, 2000
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • November 14, 2000

17. Spouse fired...IRA still Deductible?

    By Guest robman, January 12, 2000
    • 4 replies
    • 1.5k views
    • 
    • BPickerCPA
    • January 13, 2000

18. Roth IRA

    By Guest JoeMud, March 30, 2003
    • 4 replies
    • 1.1k views
    • 
    • Guest
    • April 1, 2003

19. Using Stock Options in a self-directed Roth

    By Guest GeneJ, January 4, 2005
    • 4 replies
    • 1.2k views
    • 
    • John G
    • January 7, 2005

20. Roth distributions and state taxes

    By Guest jbc@edj, September 5, 2001
    • 4 replies
    • 1.6k views
    • 
    • david rigby
    • September 20, 2001

21. How old does one have to be to start a ROTH?

    By Guest derykb, January 14, 2004
    • 4 replies
    • 1.5k views
    • 
    • John G
    • January 30, 2004

22. Conversion from 401K to Roth

    By Guest cooter, March 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 31, 2005

23. IRA distributation table - over 70.5.

    By Guest CBCPNYC, February 11, 2008
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 16, 2008

24. Roth IRA Withdrawal & Subsequent Contribution

    By Guest lumbarpuncture, August 17, 2003
    • 4 replies
    • 2.7k views
    • 
    • John G
    • August 19, 2003

25. Life Insurance Permissible IRA Investment?

    By JWK, January 19, 2000
    • 4 replies
    • 2.5k views
    • 
    • JWK
    • January 20, 2000

26. 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

27. Roth IRA and Self-Dealing

    By Guest TCD1, December 27, 2012
    • 4 replies
    • 1.2k views
    • 
    • Guest
    • December 27, 2012

28. Where to Invest my Roth IRA

    By Guest collegekid, May 22, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • May 24, 2001

29. Sell stock in IRA and then convert to Roth

    By Guest Jennif102, December 2, 2007
    • 4 replies
    • 5.1k views
    • 
    • John G
    • December 5, 2007

30. Still confused about 10% penalty on Roth IRA withdrawals (from conversion amounts) for over age 59.5

    By Guest rkal66, January 26, 2005
    • 4 replies
    • 1.5k views
    • 
    • jevd
    • January 27, 2005

31. 2020 IRA contribution deadline

    By Dobber, March 29, 2021
    • 4 replies
    • 1.7k views
    • 
    • Bob the Swimmer
    • March 29, 2021

32. HELP HELP HELP

    By Guest Lisa Russell, March 16, 2001
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2001

33. Transfer from AG Edwards to Vanguard

    By Guest CraigHa, December 25, 2006
    • 4 replies
    • 3.6k views
    • 
    • John G
    • January 3, 2007

34. Suspected prohibited transaction

    By Gudgergirl, October 2, 2014
    • 4 replies
    • 1.2k views
    • 
    • Belgarath
    • October 3, 2014

35. Roth IRA contribution. Gross amount or after taxes amount?

    By Guest Donna722, February 7, 2001
    • 4 replies
    • 1.6k views
    • 
    • Appleby
    • February 9, 2001

36. contribution limits to roth and 401k both

    By Guest zoran2, October 2, 2006
    • 4 replies
    • 4.4k views
    • 
    • Guest
    • October 3, 2006

37. ROTH IRA's

    By Guest jkriv03, February 10, 2006
    • 4 replies
    • 2.1k views
    • 
    • mwyatt
    • February 12, 2006

38. Basic Questions

    By Guest l_bhargava, April 2, 2002
    • 4 replies
    • 1.8k views
    • 
    • Guest
    • April 4, 2002

39. Collectibles in a rollover IRA

    By Guest dhall, July 8, 2008
    • 4 replies
    • 2k views
    • 
    • JanetM
    • July 9, 2008

40. Multiple Schedule C's and IRA eligibility

    By Guest mjkohler, November 22, 2004
    • 4 replies
    • 2.3k views
    • 
    • GBurns
    • November 27, 2004

41. Reporting Options In IRAs

    By mathead, April 10, 2009
    • 4 replies
    • 1.5k views
    • 
    • John G
    • April 11, 2009

42. Withdraw from a ROTH

    By Guest JimC, June 19, 2001
    • 4 replies
    • 1.6k views
    • 
    • BPickerCPA
    • June 29, 2001

43. Question on early withdrawl

    By Guest summerdreams, June 3, 2002
    • 4 replies
    • 1.5k views
    • 
    • papogi
    • June 3, 2002

44. Need guidance

    By Guest Wedge1, May 2, 2006
    • 4 replies
    • 1.6k views
    • 
    • John G
    • May 12, 2006

45. plan not allow bene take RMD over life.

    By Guest john cablet, February 8, 2000
    • 4 replies
    • 1.4k views
    • 
    • BPickerCPA
    • February 10, 2000

46. Roth eligibility question--new job

    By Guest jrein, November 13, 2000
    • 4 replies
    • 1.6k views
    • 
    • John G
    • November 14, 2000

47. Roth IRA Credited For Wrong Year

    By Guest arasalin, April 7, 2007
    • 4 replies
    • 4.4k views
    • 
    • John G
    • May 13, 2007

48. Roth Conversion 5 Year Period

    By Guest Lucee, January 13, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • January 17, 2002

49. Trivial Question Regarding Roth

    By Guest augustineregal@yahoo.com, October 5, 2007
    • 4 replies
    • 1.2k views
    • 
    • John G
    • October 6, 2007

50. How to handle excess Roth IRA contribution

    By nkaufman, August 9, 2021
    • 4 replies
    • 1.4k views
    • 
    • nkaufman
    • August 9, 2021