IRAs and Roth IRAs

3,118 topics in this forum

1. How many rollovers allowed per year?

   By Richard Anderson, June 5, 2002
   • 3 replies
   • 2.7k views
   • 
   • John G
   • June 6, 2002

2. Distribution of Roth IRA

   By Guest jlenz, September 21, 2004
   • 3 replies
   • 1.1k views
   • 
   • Appleby
   • September 23, 2004

3. 2007 Phase Out Limits

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

4. Conversions increase AGI? Next 3 years?

   By Guest Sheila, December 11, 1998
   • 3 replies
   • 1.6k views
   • 
   • Guest
   • December 14, 1998

5. IRA req'd min distribs - split calc for husband & wife?

   By Lorraine Dorsa, December 10, 1998
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • December 15, 1998

6. 59 1/2 rule for Inheritance IRA

   By Guest bluedevil, April 28, 2005
   • 3 replies
   • 1.4k views
   • 
   • BPickerCPA
   • May 2, 2005

7. Retirement and IRA's

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

8. roll over to wrong person's IRA

   By chc93, September 19, 2019
   • 3 replies
   • 972 views
   • 
   • chc93
   • September 20, 2019

9. Can I contribute to my roth if I operated at a loss

   By Guest phatgitl151, August 24, 2001
   • 3 replies
   • 1.5k views
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   • John G
   • August 24, 2001

10. Can after-tax money in a 401K plan be rolled over (NOT converted) to a

    By Guest megsdad, June 7, 1999
    • 3 replies
    • 2.2k views
    • 
    • BPickerCPA
    • June 8, 1999

11. IRA - investing in my own company

    By Guest irenes, May 29, 2001
    • 3 replies
    • 3.3k views
    • 
    • Steve72
    • May 30, 2001

12. Transfers of IRA Assets by Non-Spouse Beneficiaries

    By Guest David Hammond CISP, August 24, 2001
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • September 5, 2001

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

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

14. is there a penalty for touching roth ira contributions.

    By Guest ari, August 24, 2001
    • 3 replies
    • 1.5k views
    • 
    • John G
    • September 2, 2001

15. New Roth IRA

    By Guest ironworm, April 27, 2010
    • 3 replies
    • 1.6k views
    • 
    • John G
    • January 6, 2011

16. Are Taxes Withheld From A Roth Conversion Considered A Penalty Distrib

    By Guest irr7342, January 23, 2001
    • 3 replies
    • 4.3k views
    • 
    • BPickerCPA
    • January 25, 2001

17. can i buy pink sheet stocks in a roth?

    By Guest ethannyc1, January 24, 2006
    • 3 replies
    • 3.7k views
    • 
    • John G
    • January 24, 2006

18. 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

19. IRAs and beneficiaries

    By Guest Lex, December 20, 2002
    • 3 replies
    • 1.3k views
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    • Appleby
    • December 23, 2002

20. Roth Conversions and Recharacterizations

    By Guest Wade Jackson, August 9, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • August 11, 2004

21. Newbie quest on Roth IRA

    By Guest BluMensa, July 20, 2006
    • 3 replies
    • 1.7k views
    • 
    • John G
    • July 24, 2006

22. Traditional IRA funded in December, but backdoor conversion to Roth in January...

    By PaulT, January 8, 2021
    • 3 replies
    • 1.3k views
    • 
    • Era
    • January 15, 2021

23. IRA Conversions to Roth for 2006

    By Guest emdemd, January 30, 2007
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • February 2, 2007

24. Recharacterize a Rollover IRA made Sep/2000 because asset value worth

    By Guest BobHank, January 24, 2001
    • 3 replies
    • 1.4k views
    • 
    • John G
    • January 25, 2001

25. Age Limit for IRA Contribution

    By Cathy from Chicago, April 24, 2003
    • 3 replies
    • 1.5k views
    • 
    • Appleby
    • April 28, 2003

26. Roth IRA and college education

    By Guest drkats, July 18, 2002
    • 3 replies
    • 1.3k views
    • 
    • papogi
    • July 18, 2002

27. non-spouse inherited IRA; can some of account be taken in cash and balance transferred as a Trustee-to Trustee transfer?

    By Guest jusducki, February 6, 2004
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • February 9, 2004

28. early withdrawal of a roth for home purchase

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2000

29. Roth Ira contributions.

    By Guest macaroo, August 17, 2005
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 18, 2005

30. Financial institutions that work with small employer to set up IRAs for employees

    By kmhaab, May 22, 2017   

    • ira
    • 3 replies
    • 686 views
    • 
    • CuseFan
    • May 25, 2017

31. Do I need to file a form 1041?

    By Guest JulieT, October 29, 2001
    • 3 replies
    • 1.9k views
    • 
    • BPickerCPA
    • October 30, 2001

32. i'm a 28 yo med student with sizable loans should i open up a roth

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.4k views
    • 
    • John Olsen
    • March 29, 2000

33. Transfer Roth IRA and write off loss?

    By Guest dunnamzw, August 24, 2001
    • 3 replies
    • 1.3k views
    • 
    • Appleby
    • October 16, 2001

34. 10% penalty for interrupting 72t payments

    By Guest bmurphy, September 1, 2004
    • 3 replies
    • 3.3k views
    • 
    • John G
    • September 13, 2004

35. Roth IRA is better than regular IRA?

    By Guest enigmaaaaa, December 29, 2003
    • 3 replies
    • 1.2k views
    • 
    • Appleby
    • December 29, 2003

36. RMD for Prior Year and Account Owner Deceased

    By David Olive, March 22, 2023
    • 3 replies
    • 1.3k views
    • 
    • EBP
    • March 23, 2023

37. Draft 8606- Still no Rollover of after-tax from QP

    By Appleby, May 25, 2005
    • 3 replies
    • 1.2k views
    • 
    • jevd
    • May 26, 2005

38. NEW to IRA's

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

39. Required Minimum Distributions Following Death

    By Guest Patrick Reynolds, December 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 14, 2000

40. substantial equal periodic payments

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

41. Traditional IRA that lost value, then converted.

    By Guest Ken L, June 27, 1999
    • 3 replies
    • 1.8k views
    • 
    • Guest
    • July 2, 1999

42. Roth Conversion in the age 70.5 year?

    By Guest reg_h2b, December 10, 2001
    • 3 replies
    • 2.5k views
    • 
    • BPickerCPA
    • December 11, 2001

43. Is taking a Tax Loss in Roth IRA possible?

    By Guest irr7342, December 29, 2003
    • 3 replies
    • 1.4k views
    • 
    • Harwood
    • December 29, 2003

44. Many Roth Questions

    By Guest Doc42, September 14, 2005
    • 3 replies
    • 1.6k views
    • 
    • John G
    • September 16, 2005

45. Excess Roth IRA Contribution

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

46. What abour a U.S. taxpayer with only foreign source wages?

    By Guest kje, December 22, 1998
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 25, 1998

47. Rental Property in IRA

    By wsp, April 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • wsp
    • April 13, 2006

48. SEP to a Roth

    By Guest Awramik, December 26, 1998
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • December 29, 1998

49. rollover or start new roth

    By Guest crjax, August 7, 2002
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • August 20, 2002

50. deductible "traditional" IRA

    By Guest greggi39, December 30, 2003
    • 3 replies
    • 1.1k views
    • 
    • Appleby
    • December 30, 2003