IRAs and Roth IRAs

3,118 topics in this forum

1. Is nondeductible IRA conversion to Roth IRA taxable?

   By Guest maryu, October 22, 2002
   • 4 replies
   • 1.6k views
   • 
   • John G
   • October 25, 2002

2. First-time homebuyer

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

3. Roth IRA to a Roth IRA Conversion

   By Guest Drew1776, May 2, 2006
   • 4 replies
   • 1.4k views
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   • John G
   • May 8, 2006

4. Inherited IRA

   By Guest 401kadmin, September 11, 2006
   • 4 replies
   • 1.8k views
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   • Bird
   • September 13, 2006

5. IRA's In Divorce. IRA started before marriage. How divided?

   By Guest VandenBrul, June 21, 2002
   • 4 replies
   • 2.2k views
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   • mbozek
   • June 22, 2002

6. Real Estate Rollover?

   By TBob, November 29, 2006
   • 4 replies
   • 2.5k views
   • 
   • TBob
   • November 30, 2006

7. New Tax Law - Roth IRA for Everyone?

   By Guest wdc, June 5, 2006
   • 4 replies
   • 1.9k views
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   • txdd
   • June 7, 2006

8. PT when SELLING Roth real estate

   By Guest portstjoe, March 6, 2004
   • 4 replies
   • 2.3k views
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   • John G
   • March 8, 2004

9. Can a non-spouse beneficiary re-direct the investment option(s) of the

   By Guest Kerry Holahan, April 12, 1999
   • 4 replies
   • 1.3k views
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   • BPickerCPA
   • April 18, 1999

10. Spouse or Estate Inherits the IRA?

    By Guest bsf, October 2, 2001
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • October 3, 2001

11. Roth IRA for baby son?

    By Guest seansdad, April 3, 2002
    • 4 replies
    • 3.1k views
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    • Guest
    • April 9, 2002

12. Multiple distributions w/i 60 days, but 1 IRA rollover

    By BonoConsilio, December 30, 2015
    • 4 replies
    • 5.7k views
    • 
    • JakeMoon
    • April 14, 2016

13. Question about tax return filing requirements for Roth IRA contributions

    By Guest rainbowstew, September 30, 2005
    • 4 replies
    • 1.7k views
    • 
    • John G
    • October 5, 2005

14. Inherited IRA RMDs

    By Guest younger91, March 15, 2007
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • March 16, 2007

15. Can I have both a Roth and a Trad IRA?

    By Guest mcq0306, March 3, 2002
    • 4 replies
    • 1.5k views
    • 
    • John G
    • March 4, 2002

16. Modification of section 72(t) SEPP

    By Guest CJA, April 14, 2008
    • 4 replies
    • 4.8k views
    • 
    • jevd
    • April 14, 2008

17. Repayment of Roth IRAs

    By Ian, May 13, 2020
    • 4 replies
    • 1.3k views
    • 
    • spiritrider
    • May 15, 2020

18. Proof of Disability for IRA premature Distribution

    By Guest lavander30, July 15, 2002
    • 3 replies
    • 15.6k views
    • 
    • Guest
    • July 16, 2002

19. Roth Ira Various Investments

    By Guest JGerman268, January 29, 2005
    • 3 replies
    • 1.4k views
    • 
    • John G
    • January 31, 2005

20. Questions about Roth IRA's

    By Guest LisaRose, March 4, 2000
    • 3 replies
    • 1.2k views
    • 
    • John G
    • March 6, 2000

21. Transfer to a Roth IRA

    By rblum50, September 10, 2020
    • 3 replies
    • 1.3k views
    • 
    • Bird
    • September 14, 2020

22. Ineligible earnings put in IRA due to recordkeeping error during 401k

    By Guest SusanS, May 1, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • May 3, 1999

23. After tax IRA (not Roth)contributions made. Who decides which funds a

    By Guest irr7342, May 25, 2001
    • 3 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • May 26, 2001

24. Roth IRA - owner consideration

    By Guest jmshultz, May 11, 2003
    • 3 replies
    • 1.7k views
    • 
    • John G
    • May 13, 2003

25. Contributions restricted?

    By SMB, December 7, 2010
    • 3 replies
    • 1.2k views
    • 
    • SMB
    • December 8, 2010

26. Using IRA to pay attorney fees related to divorce

    By bzorc, October 3, 2005
    • 3 replies
    • 4.5k views
    • 
    • QDROphile
    • October 4, 2005

27. IRA COnversion to Roth

    By Guest goodmans, March 10, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 13, 2000

28. Fix for intended "IRA"

    By J Simmons, October 9, 2024
    • 3 replies
    • 940 views
    • 
    • Appleby
    • October 14, 2024

29. Who is the beneficiary

    By Guest AFRICA6796, December 28, 2001
    • 3 replies
    • 1.7k views
    • 
    • BPickerCPA
    • December 28, 2001

30. RMD reporting by IRA custodians/trustees

    By Guest Bearlee, October 10, 2007
    • 3 replies
    • 4.2k views
    • 
    • Guest
    • October 18, 2007

31. Roth Conversion after Retirement

    By Yesnam, April 26, 2010
    • 3 replies
    • 1.3k views
    • 
    • Yesnam
    • May 1, 2010

32. rollover of Roth to 401(k)

    By k man, June 2, 2003
    • 3 replies
    • 3.4k views
    • 
    • mbozek
    • July 30, 2003

33. 2004 ecxess Roth contib recharacterized in Feb 2005...

    By Guest Zippwald, January 20, 2006
    • 3 replies
    • 1.8k views
    • 
    • John G
    • January 23, 2006

34. Roth IRA vs. Education IRA

    By Guest KariJo, March 14, 2000
    • 3 replies
    • 1.4k views
    • 
    • John G
    • March 15, 2000

35. Recharacterizing Failed Conversions- After The Usual Deadline

    By Guest Shelton, February 4, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 5, 2002

36. SEP Rollover to IRA or Roth

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

37. Failed Conversion

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

38. Age 59 1/2 distribution

    By Fisher, May 1, 2013
    • 3 replies
    • 1.7k views
    • 
    • ETA Consulting LLC
    • June 21, 2013

39. Roth IRA Rules for US Citizen Living in Canada

    By Guest Kevbob, May 15, 2002
    • 3 replies
    • 3k views
    • 
    • Guest
    • June 4, 2002

40. Roth IRA Withholding

    By Guest Sarah Brenner, January 3, 2001
    • 3 replies
    • 3.2k views
    • 
    • Appleby
    • March 2, 2004

41. Is this a permitted IRA investment?

    By Guest landgcpas, November 13, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • November 14, 2001

42. Roth IRA Backdoor Questions

    By Coopman14, February 4, 2015
    • 3 replies
    • 1.6k views
    • 
    • John G
    • March 30, 2015

43. Searching for an IRA service provider.... do you know of one?

    By Guest amfam2, August 1, 2001
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • August 7, 2001

44. IRA/Living Trust/Beneficiaries

    By Guest tarheel, January 19, 2004
    • 3 replies
    • 2.4k views
    • 
    • Lame Duck
    • January 22, 2004

45. Roth IRA: Penalty on withdrawls made after 5 years?

    By Guest Ishaan, August 30, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • August 31, 2004

46. SEP-IRA and Roth contributions allowed at the same time?

    By Guest bsmith12, September 10, 2005
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • September 30, 2005

47. Reporting ineligible Roth contribution, conversion

    By Guest Tom RedSox, April 14, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 2001

48. Dollar Cost Averaging?

    By Guest jchen78@gmail.com, October 11, 2007
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • October 11, 2007

49. IRA beneficiary of a beneficiary

    By M Norton, April 1, 2019   

    • inherited ira
    • second beneficiary
    • 3 replies
    • 954 views
    • 
    • card
    • April 1, 2019

50. IRA early withdrawing without penality?

    By Guest Marion, March 16, 2000
    • 3 replies
    • 1.5k views
    • 
    • Bruce Steiner
    • March 17, 2000