IRAs and Roth IRAs

3,118 topics in this forum

1. Please HELP! Getting started!

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

2. IRA trustee-to-trustee transfer - Form 5498

   By Atila, May 23, 2013
   • 6 replies
   • 7.4k views
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   • Borsley
   • May 24, 2013

3. Vanguard or American Funds for my Roth IRA?

   By Guest IRAnewbie, August 2, 2004
   • 3 replies
   • 7.4k views
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   • Guest
   • August 3, 2004

4. Any downside to converting 100% of a $5,000,000 IRA to a Roth IRA on J 1 2

   By Guest MTL-CPA, December 7, 1999
   • 50 replies
   • 7.4k views
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   • Guest
   • December 30, 1999

5. want to setup roth ira...which company has the highest return?

   By Guest roth_ira_questions, June 25, 2004
   • 9 replies
   • 7.4k views
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   • dh003i
   • June 28, 2004

6. IRA, 60-Day Rollover and Loss of Bankruptcy Exemption

   By 401 Chaos, March 19, 2013
   • 9 replies
   • 7.2k views
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   • 401 Chaos
   • March 21, 2013

7. Government Match for Roth?

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

8. American Express Roth IRAs???

   By Guest RHAND, September 27, 2001
   • 2 replies
   • 7.1k views
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   • John G
   • September 29, 2001

9. TAX Implications of Abandoning 'Green Card'

   By Yesnam, October 18, 2009
   • 2 replies
   • 7k views
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   • Guest
   • June 26, 2010

10. Wash sales using IRA

    By Guest nicola, November 14, 2005
    • 17 replies
    • 7k views
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    • John G
    • December 26, 2005

11. Does a spouse have legal basis to challenge non-spouse beneficiary on IRA?

    By Saddaughter, October 17, 2019
    • 11 replies
    • 7k views
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    • Saddaughter
    • October 22, 2019

12. Can a parent make a Trad/Roth IRA contribution on behalf of a child?

    By Guest amfam2, March 19, 2004
    • 2 replies
    • 6.9k views
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    • John G
    • March 21, 2004

13. Transfer Roth IRA to a Holding Company or LLC?

    By Guest star, February 25, 2005
    • 19 replies
    • 6.9k views
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    • mbozek
    • March 4, 2005

14. Custodian's Failure to record beneficiary info

    By jstorch, May 12, 2003
    • 8 replies
    • 6.9k views
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    • John G
    • April 8, 2004

15. Waiver of 60-Day rollover rule; broker said the rollover rule was 90 d

    By Guest BKH, January 28, 2003
    • 19 replies
    • 6.9k views
    • 
    • Guest
    • February 14, 2003

16. Inherited Individual Retirement Annuity - what are the considerations?

    By AndyH, May 22, 2013
    • 6 replies
    • 6.8k views
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    • AndyH
    • June 11, 2013

17. I have a 401k. Can an IRA further reduce my taxes?

    By Guest krampus, February 14, 2007
    • 6 replies
    • 6.7k views
    • 
    • John G
    • March 8, 2007

18. Husband and Wife- combine Roth IRA's?

    By Guest nichoju80, June 16, 2008
    • 3 replies
    • 6.7k views
    • 
    • John G
    • June 17, 2008

19. Has anyone been selling call options inside the IRA and purchasing the

    By Guest dkb1955, July 18, 2000
    • 8 replies
    • 6.7k views
    • 
    • Guest
    • December 1, 2000

20. Advice for U.S. & Foreign nationals w/ IRA's moving abroad...

    By Guest kevinrm, February 17, 2001
    • 2 replies
    • 6.6k views
    • 
    • Guest
    • February 19, 2001

21. AMEX Mutual Fund

    By Guest BigAl, May 10, 2002
    • 14 replies
    • 6.6k views
    • 
    • John G
    • June 10, 2002

22. Inheritance of IRA's

    By Guest ilin, May 28, 2003
    • 6 replies
    • 6.5k views
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    • Mary Kay Foss
    • June 3, 2003

23. UBTI

    By Guest Sieve, October 6, 2009
    • 33 replies
    • 6.4k views
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    • J Simmons
    • October 21, 2009

24. Roth IRA Excess Contributions

    By Guest minerj6, December 29, 2005
    • 6 replies
    • 6.4k views
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    • Appleby
    • February 6, 2006

25. ira fees

    By Guest irajlen, October 7, 1998
    • 0 replies
    • 6.4k views
    • 
    • Guest
    • October 7, 1998

26. SIMPLE IRA Contributions Not Affecting amount an individual can contribute to a ROTH or Traditional IRA

    By TD, July 13, 2023
    • 3 replies
    • 6.4k views
    • 
    • G8Rs
    • July 17, 2023

27. Simultaneous Death Laws and IRA Beneficiaries

    By Guest David Hammond SRS, May 12, 1999
    • 8 replies
    • 6.4k views
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    • Bruce Steiner
    • May 16, 1999

28. Excess Roth IRA Contribution

    By Guest IRA-Excess, February 23, 2008
    • 3 replies
    • 6.3k views
    • 
    • Guest
    • April 16, 2008

29. Taxation on Pre and Post Tax Contributions in IRA

    By Guest Twinky, October 13, 2006
    • 5 replies
    • 6.3k views
    • 
    • Guest
    • October 18, 2006

30. 401(k) pretax to Roth IRA rollover - paper trail?

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

31. Roth IRA: Savings vs. Certificate of Deposit

    By Guest berg67, September 28, 2000
    • 4 replies
    • 6.1k views
    • 
    • John G
    • September 29, 2000

32. Selling stocks and placing $ in Roth IRA

    By Guest calluke, February 21, 2007
    • 6 replies
    • 6k views
    • 
    • Guest
    • February 27, 2007

33. Recharacterize - dollars or shares?

    By Guest Daniel Shedd, September 19, 2002
    • 7 replies
    • 6k views
    • 
    • Guest
    • September 28, 2002

34. Excess accumulation 50% tax -- How does IRS respond?

    By Guest BoyAlex, November 15, 2003
    • 7 replies
    • 5.9k views
    • 
    • Appleby
    • December 2, 2003

35. How to satisfy RMD on worthless IRA

    By Guest kprhok, December 4, 2008
    • 9 replies
    • 5.8k views
    • 
    • J Simmons
    • March 17, 2009

36. Deceased account holder failed to take rmds

    By R. Butler, November 12, 2014
    • 10 replies
    • 5.8k views
    • 
    • GMK
    • November 17, 2014

37. Does an former spouse have rights to deceased person's IRA?

    By katieinny, June 8, 2007
    • 18 replies
    • 5.8k views
    • 
    • katieinny
    • July 20, 2007

38. Estate as IRA Beneficiary

    By Guest JROSSITTER, October 24, 2003
    • 10 replies
    • 5.7k views
    • 
    • mbozek
    • October 31, 2003

39. Multiple distributions w/i 60 days, but 1 IRA rollover

    By BonoConsilio, December 30, 2015
    • 4 replies
    • 5.7k views
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    • JakeMoon
    • April 14, 2016

40. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 5 replies
    • 5.6k views
    • 
    • jane123
    • February 22, 2005

41. Trustee-to-trustee direct IRA transfers - IRS "required" Letter of Acceptance

    By Retired, but still reading, October 17, 2020
    • 6 replies
    • 5.6k views
    • 
    • Appleby
    • October 25, 2020

42. What is the difference between a class A share Roth IRA and a class B share Roth IRA?

    By Guest gary6684, April 8, 2005
    • 2 replies
    • 5.6k views
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    • John G
    • April 8, 2005

43. spousal roth ira contribution limit

    By Guest leclark, January 13, 2004
    • 10 replies
    • 5.5k views
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    • Appleby
    • March 16, 2004

44. Roth IRA for Kids

    By John G, March 30, 2015
    • 5 replies
    • 5.5k views
    • 
    • Lou S.
    • November 3, 2015

45. POA - original vs copy

    By masteff, April 1, 2011
    • 10 replies
    • 5.5k views
    • 
    • K2retire
    • April 23, 2011

46. Combining Inherited IRA's

    By bdeancpa, April 1, 2002
    • 7 replies
    • 5.4k views
    • 
    • Guest
    • April 4, 2002

47. Self-Directed ROTH IRA LLC - A Quandry

    By Guest Jim1Best, December 21, 2007
    • 14 replies
    • 5.4k views
    • 
    • John G
    • December 27, 2007

48. Vanguard Target Retirement 2035 Fund (VTTHX) - NEWBIE

    By Guest jbo, June 29, 2005
    • 9 replies
    • 5.4k views
    • 
    • Guest
    • June 30, 2005

49. In Kind IRA Distribution to Taxable Account

    By Guest Carrie Dover, May 14, 2009
    • 2 replies
    • 5.3k views
    • 
    • masteff
    • May 15, 2009

50. Vanguard or E*trade for IRA and more?

    By Guest Peregrino, November 17, 2005
    • 7 replies
    • 5.3k views
    • 
    • John G
    • January 5, 2007