IRAs and Roth IRAs

3,118 topics in this forum

1. Can I open a second Roth IRA with a different IRA custodian?

   By Guest iraquestion, January 12, 2002
   • 2 replies
   • 1.9k views
   • 
   • John G
   • January 14, 2002

2. IRA req'd min distribs - split calc for husband & wife?

   By Lorraine Dorsa, December 10, 1998
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 15, 1998

3. Roth IRA: Income exceeds $160,000 after making monthly contributions t

   By Guest jcreupke, January 16, 2001
   • 5 replies
   • 1.9k views
   • 
   • John G
   • January 16, 2001

4. Spousal IRA eligibility

   By Guest Hickory6, July 30, 2002
   • 5 replies
   • 1.9k views
   • 
   • mbozek
   • July 31, 2002

5. Are Roth Distributions Repayable?

   By Guest JohnC, December 4, 1998
   • 1 reply
   • 1.9k views
   • 
   • BPickerCPA
   • December 6, 1998

6. Rollover IRA

   By jkdoll2, August 25, 2008
   • 2 replies
   • 1.9k views
   • 
   • masteff
   • August 25, 2008

7. Taxable Roth Dividend

   By Yesnam, February 26, 2012
   • 7 replies
   • 1.9k views
   • 
   • Borsley
   • March 7, 2012

8. Distribution from an inherited IRA

   By Richard Anderson, June 27, 2001
   • 5 replies
   • 1.9k views
   • 
   • BPickerCPA
   • June 29, 2001

9. using an IRA for start-up capital?

   By Guest Daniel Fisher, February 10, 1999
   • 8 replies
   • 1.9k views
   • 
   • Dave Baker
   • November 2, 1999

10. Maximum Income for Roth IRA contribution

    By Guest Yan, April 24, 1999
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • April 25, 1999

11. Should I clear debt from 0% card before putting money into IRA?

    By Guest shaselai, January 3, 2007
    • 8 replies
    • 1.9k views
    • 
    • John G
    • January 4, 2007

12. SEP Rollover to IRA or Roth

    By Guest EBBeginner, November 3, 2004
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • November 4, 2004

13. Asset allocation

    By Guest Gracey, May 15, 2008
    • 4 replies
    • 1.9k views
    • 
    • John G
    • May 15, 2008

14. When can funds be withdran fron a 401K without the 10% penalty?

    By JAMES PATRICK, February 6, 2001
    • 3 replies
    • 1.9k views
    • 
    • RCK
    • February 7, 2001

15. Gifting stock to church

    By Guest rschramm, April 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • May 4, 1999

16. Roth IRA loophole?

    By Guest Hopewell, February 19, 2003
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • February 20, 2003

17. Can a parent open a Roth IRA for a child who has not made $2,000 incom

    By Guest jan, March 29, 1999
    • 2 replies
    • 1.9k views
    • 
    • John G
    • March 29, 1999

18. 72t election stopped in error

    By Guest nlmc18, May 7, 2004
    • 2 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • May 13, 2004

19. Deadline to convert a traditional to roth IRA for 2003 tax year?

    By Guest mawendli, February 3, 2004
    • 9 replies
    • 1.9k views
    • 
    • Appleby
    • February 18, 2004

20. Roth conversion with Withholding, under 59 1/2

    By Suellen Howard, August 30, 2022
    • 7 replies
    • 1.9k views
    • 
    • Suellen Howard
    • September 22, 2022

21. Grad student deciding what to do with IRA

    By Guest Jennif102, June 19, 2007
    • 6 replies
    • 1.9k views
    • 
    • John G
    • June 21, 2007

22. distributions from IRA in Trust - rollover?

    By M Norton, March 12, 2019
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • March 18, 2019

23. Spousal Ira Conversion Irreversible???

    By Guest fidowatch, March 15, 2002
    • 8 replies
    • 1.9k views
    • 
    • BPickerCPA
    • March 21, 2002

24. Converting Inherited IRA to Roth IRA

    By Guest Albert Lin, December 9, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 9, 1998

25. Termination of SIMPLE IRA

    By Guest Christine, August 13, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 13, 1999

26. Qualified Plan Rollover to IRA, Change to ROTH, Asset Protection?

    By JKY, October 24, 2014   

    • IRA
    • Roth Conversion
    • (and 2 more)

      Tagged with:

      • IRA
      • Roth Conversion
      • Qualified Plan
      • Asset Protection
    • 2 replies
    • 1.9k views
    • 
    • card
    • March 24, 2018

27. early Roth distribution and IRS tax implications

    By Guest blue_indiana, April 9, 2005
    • 4 replies
    • 1.9k views
    • 
    • John G
    • April 19, 2005

28. Need Help to Correct A Conversion Error

    By Guest Jennie Y, March 12, 2000
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 12, 2000

29. Do I have to report a roth IRA contribution?

    By Guest iranovice, April 12, 2003
    • 5 replies
    • 1.9k views
    • 
    • John G
    • April 14, 2003

30. What custodians accept IRA/Roth accounts for children?

    By John G, March 21, 2004
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • March 25, 2004

31. In-kind Minimum Required Distributions

    By Guest John E McGrady III, October 3, 2001
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • October 4, 2001

32. 2008 Rollover Rules

    By Guest Chaphill, April 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • April 23, 2007

33. Premature Distribution from a Roth IRA

    By Guest Owen, August 4, 2007
    • 7 replies
    • 1.9k views
    • 
    • John G
    • August 13, 2007

34. how to open a roth ira in granchildren's names--low fee, min. contributions, etc.?

    By Guest waylons, December 3, 2003
    • 3 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • December 4, 2003

35. Rollover from SIMPLE IRA to 401(k)

    By k man, March 14, 2006
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • March 18, 2006

36. TAX AND PENALTY ON EXCESS CONTRIBUTIONS WITHDRAWN

    By Guest fiy99, February 15, 2001
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 19, 2001

37. IRA life expectancy based on 2 lives

    By Guest, September 24, 2000
    • 5 replies
    • 1.9k views
    • 
    • Michael Devault
    • October 5, 2000

38. 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

39. nondeductible IRA contributions and $45k limit for d/c plans

    By Guest kprhok, August 16, 2007
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2007

40. Regular contributions for 98&99, and Form 5498

    By Guest fengchen, January 2, 2000
    • 1 reply
    • 1.9k views
    • 
    • John G
    • January 2, 2000

41. IRA distributation table - over 70.5.

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

42. Beneficiary dies, estate is beneficiary

    By ombskid, December 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 14, 2007

43. NEW to IRA's

    By Guest cstew, January 24, 2006
    • 3 replies
    • 1.9k views
    • 
    • GBurns
    • January 24, 2006

44. Can I take a distribution from my 401k after tax account with my curre

    By Guest twlowe, August 10, 2000
    • 3 replies
    • 1.9k views
    • 
    • BPickerCPA
    • August 11, 2000

45. Short Term Capital gains and Roth IRA

    By Guest Rusty, April 22, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 23, 1999

46. Recharacterize TIRA TO ROTH

    By JAMES PATRICK, December 20, 2001
    • 7 replies
    • 1.9k views
    • 
    • BPickerCPA
    • December 21, 2001

47. 10% limit

    By Guest JM123, December 11, 2009
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 11, 2009

48. Pension Income - Can I make a deductible IRA contribution?

    By Guest JimJ, March 12, 2002
    • 3 replies
    • 1.9k views
    • 
    • Appleby
    • March 13, 2002

49. Open a Roth IRA or max out 401k?

    By Guest Tkriger, April 18, 2006
    • 5 replies
    • 1.9k views
    • 
    • John G
    • May 8, 2006

50. Mixing Roth IRA Contributions

    By Guest batberf, August 2, 2002
    • 2 replies
    • 1.9k views
    • 
    • John G
    • August 2, 2002