IRAs and Roth IRAs

3,120 topics in this forum

1. 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

2. 401(K) after tax contribution to Roth?

   By Guest jay, December 10, 1998
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • January 4, 1999

3. 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

4. Short Term Capital gains and Roth IRA

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

5. Beneficiary dies, estate is beneficiary

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

6. NEW to IRA's

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

7. 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

8. 10% limit

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

9. 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

10. UBTI in IRA's

    By Guest cdklotz, April 9, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • April 14, 2003

11. Recharacterize TIRA TO ROTH

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

12. how many times per year can you withdrawal from your Roth IRA account?

    By Guest creech2000, January 18, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 18, 2001

13. Where do I go to get a Roth IRA? A bank?

    By Guest Kayann Kretschmar, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 6, 2001

14. Do I pay taxes on Contributory ROTH or not??

    By Guest jw2, March 20, 2002
    • 5 replies
    • 1.9k views
    • 
    • John G
    • March 21, 2002

15. Tracking basis in an IRA with a Rollover of after-tax $

    By jevd, February 25, 2004
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 1, 2004

16. Required Minimum Distributions

    By Guest rmdquestion, February 12, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2003

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

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

18. IRA Levy

    By jane123, March 5, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • March 6, 2003

19. severance/Roth IRA contributions

    By Guest Renwick Carol, March 30, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 30, 2002

20. Inherited IRA question

    By bzorc, January 3, 2003
    • 6 replies
    • 1.9k views
    • 
    • bzorc
    • January 6, 2003

21. Questions on the basics.

    By Guest jennifer keane, January 17, 2001
    • 3 replies
    • 1.9k views
    • 
    • John G
    • January 17, 2001

22. Need an IRA trustee or custodian who will hold real estate, tax certif

    By Guest sheadan, July 11, 2000
    • 3 replies
    • 1.9k views
    • 
    • Dave Baker
    • July 14, 2000

23. IRA ROLL-OVER TO ROTH

    By Guest thimbleberry46, November 17, 2007
    • 3 replies
    • 1.9k views
    • 
    • John G
    • November 18, 2007

24. Withdrawal from Roth IRA

    By Guest rayinla, July 2, 2002
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • July 4, 2002

25. substantial equal periodic payments

    By Guest christie, June 25, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 30, 1999

26. Eligibilibty for Roth contribution and for conversion of Regular IRA to Roth

    By Guest Rond, March 19, 2009
    • 4 replies
    • 1.9k views
    • 
    • K2retire
    • March 20, 2009

27. transfer from one IRA to another

    By Guest greggi39, December 24, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • January 5, 2004

28. COLA_Rollover Chart (2008-2009)

    By Gary Lesser, October 20, 2008
    • 1 reply
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • October 30, 2008

29. Establish ROTH IRA for minor child

    By Guest Barney Byrd, March 12, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 18, 2000

30. Roth & divorce

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

31. Undoing Roth Conversion-Partial Reversal?

    By Guest SLUSTIG, December 10, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 16, 1998

32. June 1 IRS MRD Meeting

    By Guest reg_h2b, June 7, 2001
    • 3 replies
    • 1.9k views
    • 
    • BPickerCPA
    • June 8, 2001

33. Spouse Beneficiary

    By Dobber, January 18, 2022
    • 7 replies
    • 1.9k views
    • 
    • Luke Bailey
    • January 22, 2022

34. multiple IRAs to Roth (deductible and non-deductible)

    By Guest LRicci, December 12, 1998
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • December 13, 1998

35. educational withdrawals from 72t plans

    By Guest Vernon Bates, March 6, 2001
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • March 6, 2001

36. 401K withdrawal

    By Guest JamesU, July 9, 2001
    • 3 replies
    • 1.9k views
    • 
    • actuarysmith
    • July 10, 2001

37. CIP for Armed Force member ordered to active duty

    By Appleby, September 19, 2006
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 20, 2006

38. Rollovers From International Retirement Plans

    By Guest Jason Sakry, October 18, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • November 5, 1999

39. beneficiary default beneficiary on an IRA

    By JulesInCNY, February 25, 2021   

    • default
    • ira
    • 5 replies
    • 1.9k views
    • 
    • CNorris
    • April 30, 2021

40. early withdrawal of roth ira converted from traditional ira in 1998

    By Guest aker6789, June 15, 2002
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • June 27, 2002

41. maximum allowed to contribute for a 17 year old.

    By Guest jdyw, March 17, 2002
    • 1 reply
    • 1.9k views
    • 
    • John G
    • March 18, 2002

42. Can you contribute when receiving a pension?

    By Guest gzwick04, May 31, 2005
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • June 6, 2005

43. After recharacterization, what is length of waiting period before able

    By Guest Jeff G, March 28, 2001
    • 2 replies
    • 1.9k views
    • 
    • BPickerCPA
    • March 29, 2001

44. 2008 Conversion Timing; Recharacterization Strategy

    By Guest MSDalt, November 12, 2008
    • 3 replies
    • 1.9k views
    • 
    • jevd
    • November 13, 2008

45. 72(t) Software

    By Guest Cindyd, December 1, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • December 1, 2003

46. IRA Conversion

    By Guest Pinewood, December 9, 1998
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 9, 1998

47. Transfer variable annuity to Roth IRA?

    By Guest vic7, January 17, 2002
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 17, 2002

48. Are RMDs due for the year of death?

    By Alan Simpson, February 14, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 14, 2003

49. Non-spouse rollover to IRA

    By Guest pclinch, December 13, 2006
    • 5 replies
    • 1.9k views
    • 
    • Bird
    • December 29, 2006

50. IRA Withdrawals

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