IRAs and Roth IRAs

3,118 topics in this forum

1. Excess Roth IRA Contribution

   By Guest IRA-Excess, February 23, 2008
   • 3 replies
   • 6.3k views
   • 
   • Guest
   • April 16, 2008

2. Excess Roth IRA Contribution

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

3. Excess Roth IRA contributions

   By Guest jstoller, March 30, 1999
   • 1 reply
   • 1.3k views
   • 
   • Kathy
   • April 6, 1999

4. Excess Roth IRA contributions - is the income subject to the 6% penalt

   By Guest john cablet, August 21, 2000
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • August 21, 2000

5. Excess Roth IRA recharacterization

   By Guest Frank Slade, April 9, 2001
   • 0 replies
   • 1.6k views
   • 
   • Guest
   • April 9, 2001

6. Excessive contribution to a traditional IRA

   By Guest criesi, December 31, 2001
   • 2 replies
   • 1.8k views
   • 
   • Guest
   • January 6, 2002

7. Excessive Roth contributions?

   By Guest Daniel Shedd, March 4, 2000
   • 2 replies
   • 1.4k views
   • 
   • John G
   • March 6, 2000

8. Executrix of Surviving Spouse's Estate Not Entitled to Designate Herse

   By Guest IRA SPECIALIST, July 3, 2001
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • July 3, 2001

9. Exercise ISO stock options in a Roth?

   By Guest Rickthetech, August 27, 2002
   • 13 replies
   • 15.7k views
   • 
   • John G
   • February 15, 2009

10. exercise of options with Roth IRA

    By Guest smokeyjoe, January 2, 2007
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 2, 2007

11. Extended Distributions to IRA Beneficiaries

    By Guest SPollock, July 12, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • July 19, 1999

12. Failed Conversion

    By Randy Watson, December 1, 2009
    • 3 replies
    • 1.6k views
    • 
    • jevd
    • December 1, 2009

13. Failed Conversion

    By Randy Watson, March 16, 2009
    • 0 replies
    • 1.1k views
    • 
    • Randy Watson
    • March 16, 2009

14. Failed Roth Conversion

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

15. Failed Roth Conversion

    By JAMES PATRICK, July 31, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 31, 2002

16. Failed Roth conversion subject to penalty???

    By Guest Paul Leslie, November 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • November 30, 2000

17. Failed to recharacterize Roth before 12/31/99

    By Guest chrisdec, March 24, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 24, 2000

18. Failure to File Correct Information to IRS

    By Guest Bulldog, February 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 28, 2007

19. Failure to return the plan agreement

    By Guest mvangri, August 11, 2011
    • 5 replies
    • 1.8k views
    • 
    • Appleby
    • October 15, 2011

20. family roth IRA stock account

    By Guest qqhrr, January 11, 2002
    • 2 replies
    • 1.6k views
    • 
    • Kirk Maldonado
    • January 11, 2002

21. FDRXX

    By Guest jalkelly, May 17, 2007
    • 6 replies
    • 5k views
    • 
    • John G
    • May 18, 2007

22. Fed Gov seperation leave cashout eligible for IRA?

    By Guest westbay, April 11, 2006
    • 1 reply
    • 1.4k views
    • 
    • saabraa
    • April 11, 2006

23. Federal Income Tax Treatment of Investment Advisor Fee Withdrawals?

    By Guest rrocket61, May 18, 2001
    • 2 replies
    • 1.4k views
    • 
    • John G
    • May 18, 2001

24. Fees for IRA Distribution Advice

    By kgr12, May 18, 2010
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • June 20, 2010

25. fees for management of roth ira

    By Guest etherj, February 7, 2004
    • 8 replies
    • 2.8k views
    • 
    • John G
    • February 17, 2004

26. Few questions regarding Roth IRAs

    By Guest medar, October 21, 2002
    • 1 reply
    • 1.1k views
    • 
    • John G
    • October 22, 2002

27. Fidelity IRA Time Bomb!

    By John Olsen, November 24, 1999
    • 3 replies
    • 1.6k views
    • 
    • Bruce Steiner
    • November 28, 1999

28. Fiduciary Liability and Mutual Fund Scandals

    By Guest smscottish, April 13, 2004
    • 5 replies
    • 1.3k views
    • 
    • Guest
    • April 16, 2004

29. Filing 8606 for 2009 nondeductible contribution after filing 2009 tax return

    By Guest Leonard W. Barry MS CFP, March 26, 2010
    • 6 replies
    • 4.1k views
    • 
    • Guest
    • March 30, 2010

30. Filing status affecting Roth IRA contributions

    By Guest ragdoll, April 24, 2002
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 24, 2002

31. filing tax return and Roth

    By Guest enigmaaaaa, December 31, 2003
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • December 31, 2003

32. Filing taxes on conversion to Roth IRA

    By Guest crwimer, February 6, 2001
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • February 6, 2001

33. Final date for establishing a year 2000 Roth IRA?

    By Guest Patrick Spell, December 29, 2000
    • 2 replies
    • 1.6k views
    • 
    • John G
    • December 29, 2000

34. Final Regs: Calculating Income on Excess IRA contributions and recharacterization

    By Appleby, February 23, 2004
    • 0 replies
    • 1.4k views
    • 
    • Appleby
    • February 23, 2004

35. Final RMD Regs

    By Guest franky, April 16, 2002
    • 3 replies
    • 1.8k views
    • 
    • mbozek
    • April 16, 2002

36. Financial institutions that work with small employer to set up IRAs for employees

    By kmhaab, May 22, 2017   

    • ira
    • 3 replies
    • 683 views
    • 
    • CuseFan
    • May 25, 2017

37. Financial Resolutions for the New Year

    By dh003i, January 1, 2005
    • 0 replies
    • 1.1k views
    • 
    • dh003i
    • January 1, 2005

38. Finanical Aid Consequences of a Roth IRA

    By Guest Mark Friz, November 6, 1999
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • November 6, 1999

39. Finding IRAs of the deceased

    By Guest pocahontas13, January 13, 2005
    • 2 replies
    • 1.5k views
    • 
    • John G
    • January 13, 2005

40. First Time Home Buyer

    By Guest lmluke, February 23, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • February 23, 2001

41. first time home buyer with roth ira question.

    By Guest Roger Rivet, February 20, 2001
    • 1 reply
    • 1.6k views
    • 
    • Appleby
    • February 22, 2001

42. First time home buyers

    By Guest rich, January 24, 1999
    • 6 replies
    • 2.2k views
    • 
    • John G
    • June 17, 2001

43. First Time Home Distribution????

    By Guest spolleypt, March 24, 2002
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • March 25, 2002

44. First Time Homeowner

    By Guest cmauronyc, June 3, 2002
    • 2 replies
    • 1.2k views
    • 
    • BPickerCPA
    • June 4, 2002

45. FIRST TIME ROTH IRA

    By Guest nextelripper, April 19, 2004
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 19, 2004

46. First-time Home Buyers and the IRA

    By Guest tykelle, December 18, 2002
    • 0 replies
    • 949 views
    • 
    • Guest
    • December 18, 2002

47. First-time homebuyer

    By Guest kingnoz, August 19, 2003
    • 4 replies
    • 1.3k views
    • 
    • JAMES PATRICK
    • August 22, 2003

48. First-time visitor: Roth IRAs

    By Guest NnWylie, December 2, 2004
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • December 3, 2004

49. Fiscal year or calendar year?

    By Alf, March 18, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 18, 2000

50. Five year period

    By joel, September 23, 2021
    • 10 replies
    • 1.7k views
    • 
    • BenefitJack
    • October 17, 2021