IRAs and Roth IRAs

3,118 topics in this forum

1. 2 questions

   By Guest Ric310, April 1, 2005
   • 4 replies
   • 1.3k views
   • 
   • Guest
   • April 2, 2005

2. 2 questions-roth IRA

   By Guest dbuckner, March 1, 2004
   • 1 reply
   • 1.7k views
   • 
   • Lame Duck
   • March 1, 2004

3. 2 Roth IRA's ?

   By Guest jewoods, December 14, 2005
   • 1 reply
   • 1.4k views
   • 
   • John G
   • December 15, 2005

4. 2001 IRS Pub 590 error?

   By txdd, December 3, 2001
   • 5 replies
   • 2.1k views
   • 
   • Guest
   • December 7, 2001

5. 2001 Roth Contributions

   By Guest Sky, January 14, 2002
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • January 14, 2002

6. 2004 ecxess Roth contib recharacterized in Feb 2005...

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

7. 2004 Form 1099-R Instructions vs. 2003 Form 1099-R Instructions

   By Guest disvaclub, June 3, 2004
   • 13 replies
   • 2.6k views
   • 
   • Guest
   • October 25, 2004

8. 2007 Phase Out Limits

   By Guest TJG, December 4, 2006
   • 3 replies
   • 2.5k views
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   • Appleby
   • December 10, 2006

9. 2008 Conversion Timing; Recharacterization Strategy

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

10. 2008 Rollover Rules

    By Guest Chaphill, April 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • April 23, 2007

11. 2009 Rules and IRA Beneficiary

    By Guest kcousin, April 14, 2009
    • 1 reply
    • 2.2k views
    • 
    • jevd
    • April 14, 2009

12. 2010 Conversion

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

13. 2010 Conversion of Traditional IRA to a Roth IRA

    By Guest Dressageho, August 7, 2009
    • 2 replies
    • 1.8k views
    • 
    • mbozek
    • August 8, 2009

14. 2010 Roth Conversion - In Service from 401(k)

    By Lou S., January 4, 2010
    • 8 replies
    • 3.1k views
    • 
    • mbozek
    • February 9, 2010

15. 2010 Roth conversion options

    By Guest Skeptus, December 9, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • December 9, 2009

16. 2010 Roth Conversions

    By Guest MSDalt, June 26, 2009
    • 4 replies
    • 1.9k views
    • 
    • masteff
    • June 28, 2009

17. 2010 Traditional IRA conversion to ROTH IRA

    By Guest cbreez, January 24, 2007
    • 2 replies
    • 2.4k views
    • 
    • John G
    • January 29, 2007

18. 2011 COLA & ROLLOVER Charts

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

19. 2011 Income exceeded Roth IRA contribution limits while contributing.

    By Guest Wanttoberichoneday, April 18, 2012
    • 4 replies
    • 1.6k views
    • 
    • Guest
    • April 19, 2012

20. 2011 IRA "phase out" limits to compensation

    By Guest rtb66, October 20, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 20, 2010

21. 2020 IRA contribution deadline

    By Dobber, March 29, 2021
    • 4 replies
    • 1.7k views
    • 
    • Bob the Swimmer
    • March 29, 2021

22. 27 years old, $2000 Roth IRA

    By Guest rickymac, October 14, 2002
    • 3 replies
    • 3k views
    • 
    • John G
    • October 14, 2002

23. 31/married/1 year old twins / 25K to invest - help?

    By Guest SpeechCoach, January 20, 2003
    • 15 replies
    • 2.4k views
    • 
    • John G
    • January 27, 2003

24. 4 funds and yearly fee of 60

    By Guest misstifyd, March 31, 2005
    • 3 replies
    • 1.3k views
    • 
    • John G
    • April 7, 2005

25. 4 Year Averaging

    By Guest artfrei, February 11, 2003
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • February 12, 2003

26. 4 Year spread question

    By Guest jimbro, February 9, 2006
    • 5 replies
    • 2.1k views
    • 
    • John G
    • February 10, 2006

27. 4 year spread, cut short

    By Guest AHUGHES, December 6, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 7, 1998

28. 4-year spread w/ regard to conversion to Roth

    By Guest robin s vatalaro, November 30, 1998
    • 5 replies
    • 3.2k views
    • 
    • Guest
    • December 30, 1998

29. 401-K converted to a Roth. Two Form 1099-R's?

    By Guest Lonnie_parry, April 12, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 12, 1999

30. 401-k roll over

    By Guest jsf3028, February 20, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • February 20, 2001

31. 401(k) & roth ira

    By Guest vinnie2shoes, May 30, 2008
    • 3 replies
    • 1.5k views
    • 
    • John G
    • May 30, 2008

32. 401(K) after tax contribution to Roth?

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

33. 401(k) in addition to IRA

    By Guest booboo, March 18, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • March 21, 1999

34. 401(k) in-service dist to IRA, then to charity in Jan 2013

    By Guest kprhok, January 24, 2013
    • 4 replies
    • 1.4k views
    • 
    • John Feldt ERPA CPC QPA
    • February 2, 2013

35. 401(k) into Roth IRA

    By Guest Jennif102, December 4, 2007
    • 2 replies
    • 1.8k views
    • 
    • Appleby
    • December 4, 2007

36. 401(k) pretax to Roth IRA rollover - paper trail?

    By Borsley, March 3, 2010
    • 7 replies
    • 6.2k views
    • 
    • mbozek
    • March 7, 2010

37. 401(k) rollover and Roth and then Recharacterization

    By Anonymoose, February 6, 2012
    • 1 reply
    • 2.6k views
    • 
    • masteff
    • February 6, 2012

38. 401(k) Rollover into A Roth IRA

    By DTH, September 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • September 18, 2008

39. 401(k) rollover of after-tax basis and TurboTax

    By Guest BruceCM, April 15, 2005
    • 2 replies
    • 1.4k views
    • 
    • txdd
    • April 20, 2005

40. 401(k) Rollovers to Roth IRA

    By Guest Tad77, October 25, 2007
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 26, 2007

41. 401(K) to an IRA to a ROTH ?

    By Guest KirkD., February 20, 2002
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • February 22, 2002

42. 401(K) to IRA to a ROTH (Again) ?

    By Guest KirkD., February 26, 2002
    • 5 replies
    • 1.6k views
    • 
    • John G
    • February 27, 2002

43. 401(k) to Rollover to Roth

    By Guest Guacamole, September 23, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • October 13, 1999

44. 401(k) without a beneficiary

    By Guest Rob O., October 20, 2008
    • 2 replies
    • 3k views
    • 
    • Guest
    • October 20, 2008

45. 401K -> IRA -> Roth IRA question (cross posted from 401k board)

    By Guest sudhirao, December 25, 2004
    • 3 replies
    • 1.3k views
    • 
    • GBurns
    • December 26, 2004

46. 401K After-Tax Contributions

    By Guest BigAl, June 5, 2002
    • 2 replies
    • 1.4k views
    • 
    • Appleby
    • June 5, 2002

47. 401K and Roth IRA limits

    By Guest stets, June 25, 2008
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • June 25, 2008

48. 401k distributions due to termination

    By Guest Denise Murphy, September 22, 1999
    • 2 replies
    • 1.7k views
    • 
    • John G
    • September 22, 1999

49. 401K Roll Over

    By Guest Balkoths, November 17, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 19, 2001

50. 401k rollover

    By Guest mlgordon, January 7, 1999
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 28, 1999