IRAs and Roth IRAs

3,120 topics in this forum

1. Roth Annuity Remedy?

   By Guest fallse, December 16, 2009
   • 3 replies
   • 1.9k views
   • 
   • Bird
   • May 17, 2010

2. Deemed IRAs in unregistered products

   By Guest Karen Givens, August 6, 2004
   • 5 replies
   • 1.9k views
   • 
   • mbozek
   • August 11, 2004

3. Retirement and IRA's

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

4. Using a Roth IRA for childs education

   By Guest ryally, November 14, 2001
   • 4 replies
   • 1.9k views
   • 
   • JAMES PATRICK
   • December 27, 2001

5. Newbie needs help on 401K, Roth IRA and IRAs

   By Guest kmg30, February 16, 2006
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • February 17, 2006

6. IRA in one spouse name only.

   By Guest SWynn, June 2, 1999
   • 2 replies
   • 1.9k views
   • 
   • John G
   • June 3, 1999

7. If I make a maximum Roth IRA contribution and later need to withdraw the contribution in the same tax year, am I prohibited from funding my IRA for the remainder of the year?

   By Guest roth_man, December 8, 2003
   • 2 replies
   • 1.9k views
   • 
   • dh003i
   • December 9, 2003

8. Prohibited Transaction involving an IRA

   By J Simmons, February 27, 2007
   • 2 replies
   • 1.9k views
   • 
   • J Simmons
   • February 28, 2007

9. Borrowing from Roth IRA for 60 days and then returning the same securi

   By Guest Alexspencer, May 2, 2002
   • 3 replies
   • 1.9k views
   • 
   • mbozek
   • May 3, 2002

10. Any downside to designating a spouse as primary beneficiary and childr

    By John G, January 28, 2001
    • 6 replies
    • 1.9k views
    • 
    • Mary Kay Foss
    • February 3, 2001

11. Roth IRA Conversion

    By Guest rander, October 22, 2005
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 14, 2006

12. Pre-59 1/2 "Reasonable" Interest Rate

    By Guest SPollock, September 25, 1999
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • September 30, 1999

13. charitable donations

    By DDB BN, February 5, 2020
    • 4 replies
    • 1.9k views
    • 
    • Larry Starr
    • February 7, 2020

14. Five year period

    By joel, September 23, 2021
    • 10 replies
    • 1.9k views
    • 
    • BenefitJack
    • October 17, 2021

15. Excessive contribution to a traditional IRA

    By Guest criesi, December 31, 2001
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • January 6, 2002

16. MRD in light of changes

    By bzorc, September 20, 2001
    • 4 replies
    • 1.9k views
    • 
    • Appleby
    • September 25, 2001

17. IRA death distributions to trust-beneficiary

    By Guest ERISA_kid, June 12, 2003
    • 2 replies
    • 1.9k views
    • 
    • Appleby
    • June 12, 2003

18. Is it required that an inherited IRA be distributed to beneficiaries o

    By R. Butler, November 7, 2000
    • 5 replies
    • 1.9k views
    • 
    • BPickerCPA
    • November 9, 2000

19. Moving out of country

    By Guest Timbit, May 14, 2002
    • 2 replies
    • 1.9k views
    • 
    • david rigby
    • May 14, 2002

20. Closing an IRA or Roth IRA 1-3 years after opening the account to buy a first house.

    By Guest ginarose4, November 10, 2003
    • 2 replies
    • 1.9k views
    • 
    • WDIK
    • November 10, 2003

21. tax penalty first year

    By Guest Carl, December 7, 1998
    • 4 replies
    • 1.9k views
    • 
    • kocak
    • December 16, 1998

22. Need help. Total Newbie.

    By Guest ahighland, December 6, 2004
    • 2 replies
    • 1.9k views
    • 
    • dh003i
    • December 23, 2004

23. At age 50, is it to late to save for retirement?

    By Guest Ann Harrison, March 10, 2001
    • 5 replies
    • 1.9k views
    • 
    • John G
    • March 12, 2001

24. Roth contribution not allowed; investment loss

    By Guest deathbycashcall, April 15, 2002
    • 6 replies
    • 1.9k views
    • 
    • John G
    • April 16, 2002

25. Why No Roth For Married Filing Separately?

    By jukeboy56, February 21, 2006
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • February 21, 2006

26. Reporting K-1 information for IRA

    By Guest JeanneRenfinancial, August 9, 2010
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 3, 2010

27. Investing in your own company in a Roth IRA

    By dh003i, August 21, 2003
    • 12 replies
    • 1.9k views
    • 
    • Appleby
    • December 31, 2003

28. "Borrowing" from a Roth IRA

    By Guest Sandra Biermann, April 28, 1999
    • 1 reply
    • 1.9k views
    • 
    • John Olsen
    • April 28, 1999

29. 4 year spread, cut short

    By Guest AHUGHES, December 6, 1998
    • 1 reply
    • 1.9k views
    • 
    • BPickerCPA
    • December 7, 1998

30. Roth IRA contribution

    By Guest ajs6, March 12, 2002
    • 4 replies
    • 1.9k views
    • 
    • John G
    • March 19, 2002

31. An individual was granted an extension to elect to recharacterize his

    By Guest AFRICA6796, May 21, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • July 3, 2001

32. Starting a Roth IRC - Which funds to choose?

    By Guest jstn, November 1, 2005
    • 4 replies
    • 1.9k views
    • 
    • John G
    • November 2, 2005

33. Young whipper-snapper thinking ahead

    By Guest jamison, July 21, 2000
    • 3 replies
    • 1.9k views
    • 
    • Bill Berke
    • August 1, 2000

34. Recharacterization of Roth Conversion

    By Bruce Steiner, February 27, 2000
    • 1 reply
    • 1.9k views
    • 
    • John G
    • February 27, 2000

35. Beneficiary naming Benficiary

    By Guest LMH, July 20, 1999
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • October 19, 1999

36. How to terminate my Roth IRA

    By Guest ClarkS, February 7, 2003
    • 2 replies
    • 1.8k views
    • 
    • John G
    • February 9, 2003

37. 2004 ecxess Roth contib recharacterized in Feb 2005...

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

38. Missed minimum required distributions.

    By Guest jpetrancosta, November 14, 2002
    • 1 reply
    • 1.8k views
    • 
    • Mary Kay Foss
    • November 14, 2002

39. Roth Income Limit

    By Guest amber_fort, March 20, 2007
    • 4 replies
    • 1.8k views
    • 
    • Appleby
    • March 22, 2007

40. 401k to IRA to Roth IRA conversion & move from Tennessee to Minnes

    By Guest Scott Bemis, March 21, 1999
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 24, 1999

41. Tax treatment of Roth IRA gains involving excess contributions

    By Guest uneek, April 2, 2006
    • 5 replies
    • 1.8k views
    • 
    • John G
    • April 7, 2006

42. Start a Roth now, convert a IRA later.

    By Guest oiwon, December 5, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 6, 1998

43. Are Roth distributions subject to 10% penalty if you are not 59 1/2?

    By JAMES PATRICK, November 19, 2000
    • 5 replies
    • 1.8k views
    • 
    • JAMES PATRICK
    • November 21, 2000

44. MRD after death of spouse

    By bzorc, December 13, 1999
    • 2 replies
    • 1.8k views
    • 
    • bzorc
    • December 14, 1999

45. Taxable portion of non-qualified Roth distribution

    By Guest grecb1, February 16, 2001
    • 3 replies
    • 1.8k views
    • 
    • Appleby
    • February 20, 2001

46. Inherited IRA

    By Guest 401kadmin, September 11, 2006
    • 4 replies
    • 1.8k views
    • 
    • Bird
    • September 13, 2006

47. Recharacterization and earnings calculation

    By Guest cjsanders, December 7, 2000
    • 2 replies
    • 1.8k views
    • 
    • John G
    • December 7, 2000

48. IRAs for Internationals?

    By Guest Tom B, February 15, 2006
    • 1 reply
    • 1.8k views
    • 
    • saabraa
    • February 20, 2006

49. Investment classes in Roth vs. Trad. IRA

    By Guest dcbr, March 29, 1999
    • 1 reply
    • 1.8k views
    • 
    • John G
    • March 29, 1999

50. Excess Contribution to ROTH IRA

    By Guest john2491, March 29, 2012
    • 3 replies
    • 1.8k views
    • 
    • masteff
    • March 29, 2012