IRAs and Roth IRAs

3,120 topics in this forum

1. Will This Disrupt My Pre 59 1/2, 72t (SES) Distributions?

   By Guest irr7342, January 14, 2002
   • 3 replies
   • 2k views
   • 
   • BPickerCPA
   • January 16, 2002

2. Please help very confused?

   By Guest gemski, January 23, 2005
   • 10 replies
   • 2k views
   • 
   • GBurns
   • January 27, 2005

3. Higher Education Withdraw

   By Guest Schrjeanne, December 17, 2003
   • 3 replies
   • 2k views
   • 
   • JAMES PATRICK
   • January 5, 2004

4. Roth IRA loophole?

   By Guest Hopewell, February 19, 2003
   • 3 replies
   • 2k views
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   • Appleby
   • February 20, 2003

5. IRA divorce decree signature requirement

   By jane123, July 7, 2004
   • 2 replies
   • 2k views
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   • mbozek
   • July 7, 2004

6. Written Instrument Incident to Divorce Decree

   By Guest qdroatty, October 17, 2007
   • 0 replies
   • 2k views
   • 
   • Guest
   • October 17, 2007

7. Funding QTIP with traditional IRA

   By Guest AmyK, October 23, 2001
   • 1 reply
   • 2k views
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   • Mary Kay Foss
   • October 24, 2001

8. Whether to invest in Class A or Class B mutual fund shares

   By Guest BigAl, February 12, 2003
   • 12 replies
   • 2k views
   • 
   • John G
   • February 14, 2003

9. Contributory Roth MAGI with Roth Conversions

   By Guest Mart89in, December 9, 1998
   • 1 reply
   • 2k views
   • 
   • BPickerCPA
   • December 9, 1998

10. Inheritence and Roth maximum contributions

    By Guest scritchdog, April 6, 2002
    • 5 replies
    • 2k views
    • 
    • Guest
    • April 9, 2002

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

    By Lorraine Dorsa, December 10, 1998
    • 3 replies
    • 2k views
    • 
    • Guest
    • December 15, 1998

12. 2010 Roth Conversions

    By Guest MSDalt, June 26, 2009
    • 4 replies
    • 2k views
    • 
    • masteff
    • June 28, 2009

13. New Tax Law - Roth IRA for Everyone?

    By Guest wdc, June 5, 2006
    • 4 replies
    • 2k views
    • 
    • txdd
    • June 7, 2006

14. Taxable Roth Dividend

    By Yesnam, February 26, 2012
    • 7 replies
    • 2k views
    • 
    • Borsley
    • March 7, 2012

15. Are Roth Distributions Repayable?

    By Guest JohnC, December 4, 1998
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • December 6, 1998

16. Grad student deciding what to do with IRA

    By Guest Jennif102, June 19, 2007
    • 6 replies
    • 2k views
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    • John G
    • June 21, 2007

17. Spousal IRA eligibility

    By Guest Hickory6, July 30, 2002
    • 5 replies
    • 2k views
    • 
    • mbozek
    • July 31, 2002

18. using an IRA for start-up capital?

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

19. Rollover IRA

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

20. 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
    • 2k views
    • 
    • John G
    • March 29, 1999

21. Asset allocation

    By Guest Gracey, May 15, 2008
    • 4 replies
    • 2k views
    • 
    • John G
    • May 15, 2008

22. Converting Inherited IRA to Roth IRA

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

23. SEP Rollover to IRA or Roth

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

24. 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

25. Distribution from an inherited IRA

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

26. Spousal Ira Conversion Irreversible???

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

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

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

28. 72t election stopped in error

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

29. 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

30. Premature Distribution from a Roth IRA

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

31. Gifting stock to church

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

32. 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

33. IRA distributation table - over 70.5.

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

34. IRA life expectancy based on 2 lives

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

35. early Roth distribution and IRS tax implications

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

36. 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

37. Self directed IRA used to purchase Employer Stock.

    By katieinny, June 21, 2005
    • 4 replies
    • 1.9k views
    • 
    • WDIK
    • June 22, 2005

38. Termination of SIMPLE IRA

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

39. Roth is doing great

    By Guest misstifyd, January 7, 2006
    • 1 reply
    • 1.9k views
    • 
    • John G
    • January 9, 2006

40. Can a SAHM have a ROTH?

    By Guest AlaskanAtHeart, February 10, 2005
    • 6 replies
    • 1.9k views
    • 
    • John G
    • February 11, 2005

41. Mixing Roth IRA Contributions

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

42. 2011 COLA & ROLLOVER Charts

    By Gary Lesser, October 29, 2010
    • 1 reply
    • 1.9k views
    • 
    • Gary Lesser
    • February 6, 2011

43. IRA investment subsidiary?

    By Guest ericjt, December 4, 1998
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 4, 1998

44. TAX AND PENALTY ON EXCESS CONTRIBUTIONS WITHDRAWN

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

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

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

46. Need Help to Correct A Conversion Error

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

47. In-kind Minimum Required Distributions

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

48. 2008 Rollover Rules

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

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

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

50. Rollover from SIMPLE IRA to 401(k)

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