IRAs and Roth IRAs

3,118 topics in this forum

1. Five Year Period required after Roth Conversion?

   By Guest Jeff Salisbury, March 14, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • March 14, 2000

2. Fix for intended "IRA"

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

3. Flexible custodian for Roth IRAs, Roth IRA annual reporting requiremen

   By Guest Ed Lichtig, November 30, 2000
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • December 7, 2000

4. Following up on my first question - if short term gains count towards

   By John G, December 17, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • December 17, 1999

5. For an IRA, does a custodian require (or permit) a spouse’s consent to a beneficiary designation?

   By Peter Gulia, February 9, 2021   

   • beneficiary designation; community property
   • 6 replies
   • 1.7k views
   • 
   • Peter Gulia
   • February 18, 2021

6. Foreign bond funds in Roth IRA

   By Guest carrrottt09, November 15, 2008
   • 6 replies
   • 2.6k views
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   • John G
   • November 18, 2008

7. Foreign Certification

   By Guest P A Weick, June 10, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • June 10, 1999

8. Foreign earnrd income and Roth IRAs

   By Guest REMCPA, January 15, 1999
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • January 15, 1999

9. Foreign Real Property in IRA?

   By Guest Patrick Foley, November 30, 2001
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • November 30, 2001

10. Foreign stocks in IRA

    By Guest helpmewithtaxes, April 10, 2006
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • April 17, 2006

11. Foreign Tax Withholding On Ira Investments

    By Guest Shelton, September 13, 2001
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • September 14, 2001

12. Form 1098-T

    By Guest maxtax, February 6, 2008
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • February 6, 2008

13. Form 1099-b

    By Guest barbra, March 25, 2002
    • 2 replies
    • 5.3k views
    • 
    • Guest
    • March 26, 2002

14. Form 1099-R - Excess 401k contribution

    By Guest jkr, March 26, 2002
    • 2 replies
    • 2.3k views
    • 
    • Archimage
    • March 26, 2002

15. Form 1099-R sent in error?

    By Guest Lonnie_parry, February 29, 2000
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • March 1, 2000

16. Form 5498 Reporting

    By JOH, March 26, 2020   

    • ira
    • 2 replies
    • 744 views
    • 
    • Arlene Schemm
    • April 9, 2020

17. Form 8606, Nondeductible IRAs

    By Guest Mr.P, December 29, 2005
    • 3 replies
    • 2.1k views
    • 
    • Lori Friedman
    • December 29, 2005

18. Form 8606?

    By Guest Nancy Jay, April 8, 2000
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • April 9, 2000

19. FORM 8686

    By Guest rpn50, April 4, 2001
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • April 5, 2001

20. Form 990T

    By Guest cheri, June 29, 2006
    • 1 reply
    • 1.3k views
    • 
    • Ron Snyder
    • July 6, 2006

21. Form or RMD from IRA

    By Guest tcunagin, December 19, 2002
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • December 23, 2002

22. Fractional Disclaimers in an IRA

    By Guest StanJacobson, October 14, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 14, 1998

23. From ESOP to IRA?

    By Guest daole, December 24, 2004
    • 3 replies
    • 3.4k views
    • 
    • Guest
    • December 24, 2004

24. Front-end fee?

    By Guest socjo1976, March 23, 2007
    • 4 replies
    • 8.9k views
    • 
    • John G
    • March 28, 2007

25. FRUSTRATING-help! How about the basics???

    By Guest sarkey, February 22, 2000
    • 8 replies
    • 1.6k views
    • 
    • John G
    • March 6, 2000

26. Funding QTIP with traditional IRA

    By Guest AmyK, October 23, 2001
    • 1 reply
    • 1.9k views
    • 
    • Mary Kay Foss
    • October 24, 2001

27. FundSource from Wachovia

    By Guest deathtaxesnoles, February 24, 2004
    • 12 replies
    • 11.2k views
    • 
    • John G
    • February 28, 2004

28. Further my post re lost IRA funds

    By Guest jblarson2002, February 18, 2004
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • February 18, 2004

29. Future Conversion of SIMPLE to Roth

    By Guest WFMinter, November 20, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • November 20, 1999

30. Future Tax on Roth Ira

    By Guest Marcel, February 14, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • February 15, 1999

31. future taxation of ROTH distributions

    By Guest overly concerned?, July 21, 2009
    • 11 replies
    • 3.3k views
    • 
    • eeyore
    • July 30, 2009

32. FY2003 ROTH IRA Contribution

    By Guest dcentguy, April 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • Appleby
    • April 19, 2005

33. FYI: Possible Roth Proposals

    By Guest peterpeter, January 16, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 16, 1999

34. General Questions

    By Guest Layla, August 6, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 6, 2001

35. Generation Skipping Tax (GST)

    By Guest RJMOB, March 27, 2007
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • March 28, 2007

36. Getting an IRA back from a state's Office of Unclaimed or Abandoned Property

    By Guest frisk455, September 23, 2003
    • 6 replies
    • 3.5k views
    • 
    • Guest
    • October 2, 2003

37. Getting married and increasing income - Roth?

    By Guest britishrn, June 2, 1999
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 11, 1999

38. Getting married-start two Roth IRA's now or wait to start one.

    By Guest tippa, January 4, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • January 5, 1999

39. getting money from 401k without penalty...

    By Guest playa-j, June 27, 2001
    • 3 replies
    • 1.8k views
    • 
    • John G
    • July 3, 2001

40. Getting Money Out of a Roth IRA

    By Guest KD, June 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • June 28, 2000

41. Getting real estate out of an IRA

    By bdeancpa, August 16, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • August 18, 2005

42. Getting rid of my $ Planner. What to do with Roth?

    By Guest kstealth25, October 29, 2002
    • 4 replies
    • 1.2k views
    • 
    • John G
    • October 31, 2002

43. Getting rid of worthless investments in IRA

    By Guest Mr.Ed, October 17, 2008
    • 2 replies
    • 2.4k views
    • 
    • Appleby
    • October 17, 2008

44. Getting Started

    By Guest tfeltm1, February 11, 2002
    • 3 replies
    • 1.3k views
    • 
    • John G
    • February 11, 2002

45. Getting Started Early

    By Guest Tumbler, June 23, 2003
    • 14 replies
    • 2.3k views
    • 
    • John G
    • July 21, 2003

46. Gift from one IRA to another

    By JRG, April 28, 2010
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • May 6, 2010

47. Gifting stock to church

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

48. Going from Roth to Traditional IRA

    By katieinny, June 30, 2008
    • 5 replies
    • 2.2k views
    • 
    • Appleby
    • July 1, 2008

49. Going over the AGI limit

    By Guest JCRBD, June 7, 2000
    • 1 reply
    • 1.4k views
    • 
    • Michael Devault
    • June 8, 2000

50. Good and bad experiences with trust companies that allow exotic investments

    By Peter Gulia, April 28, 2014   

    • self-directed IRAs
    • 5 replies
    • 1.5k views
    • 
    • QDROphile
    • April 30, 2014