IRAs and Roth IRAs

3,118 topics in this forum

1. ROTH IRA ?'s (NEWBIE INVESTOR)

   By Guest jkriv03, February 3, 2006
   • 14 replies
   • 3.4k views
   • 
   • John G
   • February 9, 2006

2. Conversion of IRA to Roth IRA prevents Roth IRA contribution?

   By Guest ptb, December 18, 2006
   • 14 replies
   • 3k views
   • 
   • Guest
   • December 19, 2006

3. Trust as Beneficiary: Spousal Rollover

   By Guest reg_h2b, January 17, 2001
   • 14 replies
   • 3.3k views
   • 
   • Guest
   • June 15, 2001

4. AMEX Mutual Fund

   By Guest BigAl, May 10, 2002
   • 14 replies
   • 6.7k views
   • 
   • John G
   • June 10, 2002

5. Exercise ISO stock options in a Roth?

   By Guest Rickthetech, August 27, 2002
   • 13 replies
   • 15.7k views
   • 
   • John G
   • February 15, 2009

6. Have you ever considered what happens to the "tax free" bene

   By Guest BJames, April 28, 1999
   • 13 replies
   • 2k views
   • 
   • Guest
   • May 13, 1999

7. Incorrect year designation on Roth IRA

   By Guest Ranbo, March 13, 2006
   • 13 replies
   • 13k views
   • 
   • Guest
   • June 13, 2007

8. Sell taxable investments to fund Roth IRA?

   By Guest ctfudge07, November 12, 2007
   • 13 replies
   • 22.2k views
   • 
   • John G
   • April 16, 2010

9. Recharacterize in 2018?

   By OxLobber, December 13, 2017
   • 13 replies
   • 2.8k views
   • 
   • Luke Bailey
   • January 20, 2018

10. 2004 Form 1099-R Instructions vs. 2003 Form 1099-R Instructions

    By Guest disvaclub, June 3, 2004
    • 13 replies
    • 2.7k views
    • 
    • Guest
    • October 25, 2004

11. 2010 Conversion

    By Earl, March 23, 2007
    • 13 replies
    • 3k views
    • 
    • Earl
    • April 4, 2007

12. RMD and divorce

    By Guest LLGCPA, July 6, 2011
    • 13 replies
    • 7.9k views
    • 
    • John G
    • July 20, 2011

13. IRA Investment Question

    By Guest schamb, September 23, 2002
    • 13 replies
    • 2.3k views
    • 
    • mbozek
    • September 27, 2002

14. IRA -- Leveraged Property Transferred to a 401K

    By Guest John P., November 12, 2013
    • 13 replies
    • 2.8k views
    • 
    • masteff
    • November 15, 2013

15. Roth Distributions by beneficiary

    By Guest rick123, February 11, 2002
    • 13 replies
    • 1.7k views
    • 
    • BPickerCPA
    • February 15, 2002

16. New Member, Starting RothIRA

    By Guest EDOUBLE4, December 27, 2004
    • 13 replies
    • 1.7k views
    • 
    • John G
    • December 31, 2004

17. Investment Limitations in Roth IRAs

    By Guest jhunter10, April 12, 2003
    • 13 replies
    • 2.7k views
    • 
    • John G
    • May 2, 2003

18. RMD after RBD and after death

    By Guest Jeanne, August 14, 2003
    • 13 replies
    • 9.9k views
    • 
    • Mary Kay Foss
    • September 13, 2003

19. Deemed IRAs

    By Theresa Lynn, September 5, 2003
    • 13 replies
    • 4.5k views
    • 
    • Guest
    • July 29, 2004

20. IRA contributions

    By Gary, January 21, 2010
    • 13 replies
    • 2.1k views
    • 
    • GMK
    • January 29, 2010

21. Inheriting a Roth IRA

    By Guest JOW EA, December 17, 1998
    • 13 replies
    • 2.1k views
    • 
    • Kathy
    • April 5, 1999

22. Implications of new tax laws

    By John G, June 17, 2003
    • 13 replies
    • 2.2k views
    • 
    • BPickerCPA
    • July 21, 2003

23. FundSource from Wachovia

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

24. Supplemental Roth IRA - need help getting started

    By Guest Spicoli, August 11, 2008
    • 12 replies
    • 9.8k views
    • 
    • K2retire
    • August 20, 2008

25. 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

26. Calculating Earnings on Excess Contributions

    By Guest Randy Ehle, March 22, 2000
    • 12 replies
    • 4.1k views
    • 
    • Guest
    • March 10, 2001

27. Using 2002 tax return for 2002 Roth IRA--Legal?

    By Guest jumbonav, December 23, 2002
    • 12 replies
    • 1.5k views
    • 
    • Appleby
    • December 30, 2002

28. Roth IRAs

    By Guest Stiggy, April 30, 2002
    • 12 replies
    • 2k views
    • 
    • Guest
    • May 4, 2002

29. new to Roth IRA ... where to start

    By Guest pastrami, November 19, 2003
    • 12 replies
    • 5.2k views
    • 
    • Guest
    • May 5, 2004

30. Inherited IRA and escheatment

    By BruceM, March 10, 2022
    • 12 replies
    • 3.2k views
    • 
    • ACK
    • March 23, 2022

31. Roth IRA basis

    By Guest Baumer01, August 28, 2007
    • 12 replies
    • 2.9k views
    • 
    • John G
    • August 30, 2007

32. Please HELP! Getting started!

    By Guest kattpar, July 6, 2004
    • 12 replies
    • 7.6k views
    • 
    • Guest
    • August 1, 2004

33. Real Estate LLC Roth IRA?

    By Guest seanof30306, December 8, 2008
    • 12 replies
    • 2.8k views
    • 
    • J Simmons
    • December 19, 2008

34. IRA Commissions

    By Guest CJA, April 10, 2008
    • 12 replies
    • 5k views
    • 
    • Peter Gulia
    • August 26, 2015

35. Downsides to a Roth?

    By Guest trixie13, March 9, 2005
    • 12 replies
    • 2.9k views
    • 
    • John G
    • March 11, 2005

36. Roth IRA double contributions in one year error

    By Guest flyboy73, February 2, 2013
    • 12 replies
    • 8.3k views
    • 
    • mbozek
    • February 25, 2013

37. Investing in your own company in a Roth IRA

    By dh003i, August 21, 2003
    • 12 replies
    • 1.8k views
    • 
    • Appleby
    • December 31, 2003

38. Roth IRA disadvantages

    By dh003i, July 14, 2003
    • 11 replies
    • 4.2k views
    • 
    • dh003i
    • August 7, 2003

39. Any good companies to suggest for Roth IRA?

    By Guest shaselai, January 2, 2007
    • 11 replies
    • 3.3k views
    • 
    • John G
    • January 4, 2007

40. are IRA's subject to creditors?

    By Lori H, May 10, 2007
    • 11 replies
    • 9.7k views
    • 
    • mbozek
    • September 9, 2009

41. too old for Roth?

    By Guest Douglas Nuetzman, December 11, 2000
    • 11 replies
    • 2k views
    • 
    • Guest
    • December 15, 2000

42. Convert Prior After-Tax Contributions to Roth within Qualified Plan

    By Guest RJRogers, April 28, 2010
    • 11 replies
    • 1.9k views
    • 
    • Guest
    • May 7, 2010

43. Valid Trust As Bene- Life Expectacny To Be Used?

    By Guest Taxwoman, July 17, 2001
    • 11 replies
    • 2.9k views
    • 
    • Guest
    • December 6, 2001

44. future taxation of ROTH distributions

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

45. Stretch IRA - administrative guidance?

    By Guest amfam2, February 9, 2004
    • 11 replies
    • 3.1k views
    • 
    • Appleby
    • February 19, 2004

46. Government Match for Roth?

    By Guest Donna Daniels, August 7, 2002
    • 11 replies
    • 7.2k views
    • 
    • John G
    • August 10, 2002

47. Qualification for Roth IRA contribution

    By Guest indcontractor, June 8, 2002
    • 11 replies
    • 2.3k views
    • 
    • papogi
    • July 26, 2002

48. $100,000 Adjusted Gross Income Restriction Applies to Roth 401(k) to Roth IRA Rollovers in 2008 and 2009

    By Appleby, July 20, 2007
    • 11 replies
    • 4.4k views
    • 
    • Guest
    • July 24, 2008

49. Unrelated Business Taxable Income

    By jane123, August 29, 2003
    • 11 replies
    • 4.9k views
    • 
    • Appleby
    • September 8, 2003

50. Prohibited Transaction

    By Guest Shelton, April 12, 2002
    • 11 replies
    • 2.8k views
    • 
    • QDROphile
    • April 15, 2002