IRAs and Roth IRAs

3,118 topics in this forum

1. IRA Levy

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

2. Required Minimum Distributions

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

3. UBTI in IRA's

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

4. Self directed IRA used to purchase Employer Stock.

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

5. Inherited IRA question

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

6. 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

7. 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

8. Roth is doing great

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

9. Establish ROTH IRA for minor child

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

10. transfer from one IRA to another

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

11. 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

12. substantial equal periodic payments

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

13. Questions on the basics.

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

14. severance/Roth IRA contributions

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

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

    By Guest BigAl, February 12, 2003
    • 12 replies
    • 1.9k views
    • 
    • John G
    • February 14, 2003

16. 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

17. Transfered IRA from one place to another, they took out a "fee"

    By Guest bnewcol, January 20, 2013
    • 3 replies
    • 1.9k views
    • 
    • John G
    • February 1, 2013

18. June 1 IRS MRD Meeting

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

19. 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

20. 401(K) after tax contribution to Roth?

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

21. Withdrawal from Roth IRA

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

22. COLA_Rollover Chart (2008-2009)

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

23. IRS claiming rollover as taxable income?

    By justanotheradmin, August 20, 2018   

    • rollover
    • ira
    • 10 replies
    • 1.9k views
    • 
    • Lou S.
    • August 23, 2018

24. educational withdrawals from 72t plans

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

25. 2011 COLA & ROLLOVER Charts

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

26. IRA ROLL-OVER TO ROTH

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

27. 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

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

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

29. CIP for Armed Force member ordered to active duty

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

30. 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

31. Rollovers From International Retirement Plans

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

32. 401K withdrawal

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

33. 2008 Conversion Timing; Recharacterization Strategy

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

34. Inheritence and Roth maximum contributions

    By Guest scritchdog, April 6, 2002
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • April 9, 2002

35. 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

36. Non-spouse rollover to IRA

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

37. Can you contribute when receiving a pension?

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

38. Deemed IRAs in unregistered products

    By Guest Karen Givens, August 6, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • August 11, 2004

39. Retirement and IRA's

    By Guest devils30, February 16, 2006
    • 3 replies
    • 1.9k views
    • 
    • txdd
    • February 17, 2006

40. Undoing Roth Conversion-Partial Reversal?

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

41. Are RMDs due for the year of death?

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

42. Transfer variable annuity to Roth IRA?

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

43. If I make a maximum Roth IRA contribution and later need to withdraw the contribution in the same tax year, am I prohibited from funding my IRA for the remainder of the year?

    By Guest roth_man, December 8, 2003
    • 2 replies
    • 1.9k views
    • 
    • dh003i
    • December 9, 2003

44. Prohibited Transaction involving an IRA

    By J Simmons, February 27, 2007
    • 2 replies
    • 1.9k views
    • 
    • J Simmons
    • February 28, 2007

45. Roth Annuity Remedy?

    By Guest fallse, December 16, 2009
    • 3 replies
    • 1.9k views
    • 
    • Bird
    • May 17, 2010

46. 72(t) Software

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

47. Newbie needs help on 401K, Roth IRA and IRAs

    By Guest kmg30, February 16, 2006
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 17, 2006

48. Borrowing from Roth IRA for 60 days and then returning the same securi

    By Guest Alexspencer, May 2, 2002
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • May 3, 2002

49. IRA investment subsidiary?

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

50. Using a Roth IRA for childs education

    By Guest ryally, November 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • JAMES PATRICK
    • December 27, 2001