IRAs and Roth IRAs

3,120 topics in this forum

1. FY2003 ROTH IRA Contribution

   By Guest dcentguy, April 14, 2005
   • 2 replies
   • 1.2k views
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   • Appleby
   • April 19, 2005

2. Total Distribution of 401k... 2004. Excess contribution, then rolled in 2005.Corrective action?

   By Guest ucrazy51, April 14, 2005
   • 1 reply
   • 1.3k views
   • 
   • Appleby
   • April 19, 2005

3. Turbo Tax is telling me that I have to withdraw my IRA - I have no idea why

   By Guest brooklynjoe, April 14, 2005
   • 3 replies
   • 1.3k views
   • 
   • John G
   • April 14, 2005

4. Must the IRS be notified of contributions to Roth IRA?

   By Guest rondom, April 13, 2005
   • 2 replies
   • 1.2k views
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   • jevd
   • April 13, 2005

5. "Helping" to contribute to your parents Roth.

   By Guest sylvee, April 13, 2005
   • 8 replies
   • 2k views
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   • John G
   • May 2, 2005

6. Inherited IRA

   By Guest fastfreddy066, April 12, 2005
   • 4 replies
   • 2k views
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   • david rigby
   • April 12, 2005

7. early Roth distribution and IRS tax implications

   By Guest blue_indiana, April 9, 2005
   • 4 replies
   • 1.9k views
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   • John G
   • April 19, 2005

8. IRA and rolling into a QP

   By K-t-F, April 8, 2005
   • 3 replies
   • 1.3k views
   • 
   • mbozek
   • April 8, 2005

9. 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

10. Pre-87 nondeductible contribuitons in IRA

    By bdeancpa, April 7, 2005
    • 0 replies
    • 1.6k views
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    • bdeancpa
    • April 7, 2005

11. Help us newbie's out!

    By Guest iplay72, April 7, 2005
    • 3 replies
    • 1.3k views
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    • John G
    • April 8, 2005

12. Roth IRA loss and mandatory 10% penalty

    By Guest avalancheone, April 6, 2005
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 6, 2005

13. Inherited IRA

    By Guest rondom, April 5, 2005
    • 1 reply
    • 1.2k views
    • 
    • Appleby
    • April 6, 2005

14. I want to open a roth ira, advice needed..thanks

    By Guest sunpharee, April 5, 2005
    • 4 replies
    • 1.4k views
    • 
    • John G
    • April 7, 2005

15. Supreme Court - Rousey v Jacoway, 03-1407

    By Belgarath, April 4, 2005
    • 8 replies
    • 2.6k views
    • 
    • mbozek
    • April 6, 2005

16. Roth IRAs and non-US investors

    By Guest Ric310, April 2, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • April 7, 2005

17. Combining and IRA and an SEP IRA

    By Guest rondom, April 2, 2005
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • April 2, 2005

18. Be ever vigilant about mundane paperwork! Lost docs

    By John G, April 2, 2005
    • 2 replies
    • 1.4k views
    • 
    • John G
    • April 8, 2005

19. 2 questions

    By Guest Ric310, April 1, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • April 2, 2005

20. Earnings in a foreign country

    By Guest mrprobate, April 1, 2005
    • 1 reply
    • 2.5k views
    • 
    • david rigby
    • April 1, 2005

21. 4 funds and yearly fee of 60

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

22. Conversion from 401K to Roth

    By Guest cooter, March 30, 2005
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 31, 2005

23. Brokeridge Vs Mutual Fund Family For Custodian

    By Guest mrcharols, March 28, 2005
    • 1 reply
    • 1.8k views
    • 
    • John G
    • March 28, 2005

24. Is One Roth Better Than Another?

    By Guest marc_c, March 26, 2005
    • 3 replies
    • 1.5k views
    • 
    • John G
    • April 7, 2005

25. Roth beneficiary

    By Guest Highground, March 24, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • April 7, 2005

26. What constitutes a Traditional IRA?

    By Guest Mr.JoeM, March 22, 2005
    • 4 replies
    • 1.4k views
    • 
    • JanetM
    • March 22, 2005

27. Taxes on death?

    By Guest ljcurranuk, March 21, 2005
    • 2 replies
    • 1.2k views
    • 
    • mbozek
    • March 21, 2005

28. Roth fees

    By Guest _DEANO_, March 20, 2005
    • 2 replies
    • 1.3k views
    • 
    • John G
    • March 21, 2005

29. ROTH IRA - Tax reporting on stocks sold at a loss in 2004

    By Guest sugarcrash, March 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 20, 2005

30. Rules on IRA Transfer

    By Guest star, March 19, 2005
    • 5 replies
    • 1.8k views
    • 
    • Guest
    • March 22, 2005

31. retired and looking to open a Roth Ira

    By Guest fastfreddy066, March 15, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 15, 2005

32. Roth ?

    By Guest lrc425, March 14, 2005
    • 20 replies
    • 4.2k views
    • 
    • John G
    • April 1, 2005

33. Newcomer to the roth IRA plan

    By Guest McToth, March 14, 2005
    • 2 replies
    • 1.2k views
    • 
    • John G
    • March 14, 2005

34. Roth excess contributions - withdraw or recharacterize?

    By Guest alb, March 13, 2005
    • 5 replies
    • 1.7k views
    • 
    • Guest
    • March 16, 2005

35. Transferring Assets to an IRA

    By Guest star, March 11, 2005
    • 6 replies
    • 1.4k views
    • 
    • John G
    • March 11, 2005

36. Can the Custodian be a Canadian Brokerage?

    By Guest star, March 11, 2005
    • 2 replies
    • 1.1k views
    • 
    • John G
    • March 11, 2005

37. Custodian Question

    By Guest mrcharols, March 11, 2005
    • 1 reply
    • 1.5k views
    • 
    • John G
    • March 11, 2005

38. Downsides to a Roth?

    By Guest trixie13, March 9, 2005
    • 12 replies
    • 3k views
    • 
    • John G
    • March 11, 2005

39. Can contributions be made to an IRA after the account owner dies?

    By katieinny, March 9, 2005
    • 3 replies
    • 2.1k views
    • 
    • mbozek
    • March 12, 2005

40. Tip on Retirement Savers Credit (form 8880): The Difference Between an AGI of $15,000 and $15,000.51

    By dh003i, March 7, 2005
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • March 7, 2005

41. Consequences of undoing a Roth conversion

    By Guest peterberry, March 3, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 3, 2005

42. Buying Stock and Selling in a roth?

    By Guest tommya, March 3, 2005
    • 1 reply
    • 2.4k views
    • 
    • No Name
    • March 3, 2005

43. depositing a 401(k) corrective distribution into an IRA. deductible/nondeductible.

    By Lori H, March 3, 2005
    • 4 replies
    • 1.5k views
    • 
    • Lori H
    • March 4, 2005

44. Investment in Closely Held business

    By MarZDoates, March 2, 2005
    • 6 replies
    • 1.8k views
    • 
    • dh003i
    • March 8, 2005

45. Roth retirement IRA for college expenses

    By Guest bigkylewhite, February 27, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • February 27, 2005

46. Roth IRA Contribution Deadline

    By Guest wayray69, February 26, 2005
    • 4 replies
    • 1.8k views
    • 
    • Lori Friedman
    • March 13, 2005

47. Confused about RMD calculation

    By robbie, February 26, 2005
    • 2 replies
    • 1.4k views
    • 
    • robbie
    • February 27, 2005

48. Income Required?

    By Archimage, February 25, 2005
    • 1 reply
    • 1.1k views
    • 
    • John G
    • February 25, 2005

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

    By Guest star, February 25, 2005
    • 19 replies
    • 7.2k views
    • 
    • mbozek
    • March 4, 2005

50. Calculation of 50% Excess Accumulation Tax on Missed RMD

    By Guest jnsjr, February 24, 2005
    • 1 reply
    • 2.1k views
    • 
    • ElGuapo
    • February 25, 2005